Producer

• Identify, qualify, and develop personal insurance opportunities with new and existing clients
• Foster and maintain excellent relationships with clients and prospects through regular follow-up
• Anticipate, respond to, and follow up on existing client needs
• Actively prospect round accounts and solicit increases in existing client coverage
• Obtain best coverage/rate for insured, process quotes, and bind insurance coverage
• Present policies to insured and educate them on coverages and rates
• Support and prepare clients for renewal and retention
• Monitor, review and report on key metrics to ensure sales targets are achieved
• Collaborate with team members, mentor staff, and provide expertise

Personal Lines Producer

Producer

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PT Producer – The Ryan Gorman Show

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Commercial Lines Producer