The Insurance Producer is responsible for generating new business, building strong client relationships, and delivering a high‑quality customer experience that reflects the values of our agency. This role focuses on prospecting, quoting, advising, and closing policies across Auto, Home, and Specialty lines while maintaining compliance with carrier and state regulations.Business Development & Sales

• Prospect, qualify, and convert leads through outbound calls, referrals, networking, and community engagement
• Conduct needs‑based assessments to recommend appropriate coverage options
• Prepare and present quotes for Auto, Home, Business, and Specialty insurance
• Close new business and meet monthly production goals

Client Service & Relationship Management

• Build long‑term relationships with clients through consistent follow‑up and professional communication
• Maintain accurate client records, documentation, and follow‑up tasks in the agency CRM
• Provide policy reviews and cross‑sell opportunities to improve client protection

Compliance & Professional Standards

• Maintain active state insurance licensing and continuing education requirements
• Follow underwriting guidelines, carrier rules, and agency procedures
• Protect client information and uphold all regulatory and privacy standards

Required Skills & Qualifications

• Active Property & Casualty license (or ability to obtain quickly)
• Strong communication skills — written, verbal, and interpersonal
• Ability to learn carrier systems, quoting platforms, and CRM tools
• Self‑motivated with the ability to work independently and meet goals
• High attention to detail and strong organizational habits

Preferred Qualifications

• Prior experience in insurance, financial services, or sales
• Familiarity with CRMs
• Experience with outbound calling or lead‑generation workflows