Insurance Producer Job Description

What is an Insurance Producer?

As an Insurance Producer you will implement marketing strategies to develop a strong network of prospective clients. You will develop leads and contact them via the phone and face-to-face to market insurance products. You will service existing clients and conduct annual reviews and seek opportunities to present products to enhance their insurance portfolio.

An ideal candidate will have a GED or H.S. diploma, be licensed to sell insurance in the state and maintain Errors & Omissions Insurance. You will have the ability to use a computer to conduct sales presentations and have great customer service skills to assist in developing and growing a client base. Any offer of employment would be contingent on a clean background check.

Insurance Producer Job Description Template

Job Overview

XYZ Inc. is a leading company in our industry in the region. We're proud of our 4.2 Glassdoor rating from our employees. We're now hiring a Insurance Producer to help us keep growing. If you're excited to be part of a winning team, XYZ Inc. is a perfect place to get ahead. You'll be glad you applied to XYZ Inc.

Responsibilities for Insurance Producer

  • Ability to network and develop leads
  • Use lead lists to establish contact and schedule appointments
  • Meet with prospective clients
  • Meet with existing clients to perform annual reviews
  • Must conduct phone prospecting, face-to-face prospecting and through social media efforts
  • Conduct sales presentation with the intent of selling an insurance product
  • Provide claim assistance to clients
  • Solicit referrals from clients

Qualifications for Insurance Producer

  • Must be licensed in the state
  • Maintain Errors & Omissions Insurance
  • Ability to pass a background check
  • Meet state continuing education requirements
  • Ability to use a computer
  • Demonstrate great customer service skills
  • Excellent presentation skills
  • Reliable transportation to meet with prospective and existing clients
  • Above average analytical skills to determine prospective client needs

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