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Producer – One Source Risk Management
DayforceProducer responsible for achieving individual sales goals and developing new business for risk management. Engaging with prospects, facilitating customer service, and maintaining professional relationships.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in sales strategy and customer relationship management within the insurance industry, focusing on achieving sales goals and developing new business proposals. Maintains a valid insurance license and meets continuing education requirements to ensure compliance and professional growth.
Highest-signal resume keywords
Sales Goal AchievementNew Business DevelopmentCustomer Service CoordinationInsurance Industry ExperienceValid Insurance License
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales StrategyProposal DevelopmentLead GenerationAccount ManagementRenewal Proposals
Soft Skills
Professional DemeanorCommunication SkillsTeam CollaborationPositive Public Image
Certifications & Qualifications
Valid Insurance License
Industry Keywords
Insurance IndustryContinuing EducationSales MeetingsCustomer RelationshipsBusiness Proposals
About the role
Key responsibilities & impact- Responsible for meeting individual sales goals and new business targets
- Identifies new leads and gathers the necessary information for submissions
- Develops, presents and sells new business proposals to appropriate prospects
- Gathers necessary information; develops, delivers and sells renewal proposals
- Performs periodic service calls on all accounts and provides or coordinates customer service as requested
- Sells additional coverage to existing customers
- Facilitates joint sales calls and the sharing of lead information among departmental members
- Attends and actively participates in regular sales meetings
- Participates in the overall agency effort to develop and maintain strong company relationships through positive professional contacts with company representatives
- Achieves annual sales goals and provides regular feedback to the Managing Director on progress toward those goals
- Achieves educational and professional development goals established by agency management
- Maintains a professional demeanor and actively supports and promotes a positive public image for the agency
- Other duties as assigned.
Requirements
What you’ll need- Bachelor's Degree in Marketing, Insurance or Management or equivalent combination of education and experience
- One (1) or more years insurance industry experience
- Valid Insurance License
- Must continue to meet Continuing Education requirements for license renewal