Producer

• Identify and research potential clients in the commercial lines sector through various channels such as networking events, referrals, online research, and cold calling
• Build a strong pipeline of prospects and conduct thorough needs assessments to understand their insurance requirements
• Present and promote a wide range of commercial insurance products and services tailored to the specific needs of clients
• Cultivate and maintain strong relationships with existing clients to understand their changing insurance needs, ensuring retention and possible cross-selling opportunities
• Provide exceptional customer service, offering prompt responses to queries and addressing any concerns or claims-related issues
• Keep abreast of industry trends, regulatory changes, and competitor offerings to stay competitive and up to date with the commercial lines insurance market
• Utilize this knowledge to provide valuable insights and advice to clients during consultations
• Collaborate with carriers and underwriters to negotiate favorable terms, premiums, and coverage options for clients
• Strive to secure the most cost-effective and comprehensive solutions while maintaining profitability for PDCM
• Ensure that all required documentation, paperwork, and policy records are accurately maintained and compliant with industry regulations and internal agency policies
• Maintain the confidentiality of sensitive client information and records
• Set and achieve individual sales targets, including new business production, revenue generation, and retention rates
• Regularly analyze performance metrics to identify areas for improvement and implement effective strategies accordingly

Commercial Lines Producer

Commercial Lines Producer

Personal Lines Producer

Personal Lines Producer

Experienced Life & Health Insurance Producer