Producer

• Sell Auto, Home, Life, and Commercial Insurance using consultative sales techniques.
• Identify and engage potential customers through established lead-generation methods.
• Advise clients on tailored insurance solutions that meet their unique needs.
• Develop and maintain strong business relationships.
• Participate in incentive programs and sales contests to drive performance.
• Consistently exceed sales targets for new business quotes and policy issuance.

Insurance Sales Producer

• Create and/or review job scopes and estimates to ensure accuracy
• Supervise on-site crew, calculate equipment needs, and complete paperwork requirements for jobs
• Monitor jobs until completion
• Perform production work as needed
• Resolve problems quickly as they arise
• Perform daily walk-throughs on all jobs
• Complete job file documentation, including completion of time sensitive material
• Communicate job progress to appropriate parties
• Ensure that customer needs and expectations are exceeded
• Recruit, train, and develop production team members
• Communicate and establish rapport with commercial, insurance, and residential customers
• Participate in, and contribute to, company meetings
• Contribute to safety and risk management protocol

Production Manager

• Identify client needs and recommend tailored insurance solutions
• Develop and maintain strong client relationships
• Educate clients on available policies and coverage options
• Stay informed about industry trends and product offerings
• Work independently while collaborating with a supportive team

Life Insurance Producer

• Achieve annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients
• Develop a Personal Development Plan annually outlining personal and professional goals for upcoming year
• Build an active pipeline of qualified prospects, generating leads from personal contacts, external centers of influence, client referrals, CBIZ associates, and CBIZ marketing sources
• Document activity, notes, and prospect data in appropriate CBIZ systems
• Develop and present recommendations to clients based upon consultative selling approach
• Appropriately close for new business, documenting won and lost opportunities and reasons
• Seamlessly transition sold clients to designated client service team
• Serve as client's valued advisor; building a strategic and personal relationship with key client decision makers
• As appropriate, work with client service team to serve client and retain business
• Communicate with leadership, providing field input on market trends, competitor analysis, and other business intelligence
• Identify, initiate, and support cross serving leads to other CBIZ business developers
• Responsible for meeting annual sales goals if applicable to position
• Additional responsibilities as assigned

• Assist with shoots
• Order and review custom graphics and animations
• Direct hosts to deliver performances in line with the project’s brand
• Plan and coordinate staged videos under the direction of the Producer
• Provide feedback on projects to create the best possible product for accuracy and aesthetic
• Review and approve the editor’s suggested episode layout to determine necessary graphics and visuals
• Script supervise for accuracy and style as well as any sponsored content as necessary
• Secure licensing and permissions for video assets (images, footage, special sounds, etc.)
• Uphold safety standards on set
• Other duties as assigned

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Insurance Sales Producer

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Life Insurance Producer

Producer

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