Associate Producer

SUMMARY

This entry level sales position is responsible for meeting individual sales goals and new business targets, in addition to completing assigned sales and product knowledge training.  Associate Producers are mentored by an experienced Producer or Producer Revenue Group to provide an inexperienced individual with the opportunity to become a Producer.
  

ESSENTIAL DUTIES AND RESPONSIBILITIES

•    Assists Producers in development of new business and maintenance of existing business;

•    Contacts/cold calls new and established businesses for purposes of placing their insurance;

•    Sells renewal business to existing clients;

•    Assures proper procedures regarding file set up is in compliance with company standards;

•    Develops and maintains a prospect file for new accounts using personal efforts, agency procedures, cold contacts and referrals;

•    Develops, maintains and documents contacts with prospects in order to gain information on expirations and anniversary dates, insurance needs, and receptiveness to proposals;

•    Analyzes clients needs to assure account is appropriate for program(s) and or products;

•    Conducts sales presentations;

•    Maintains contact with insured so that on renewal appropriate coverages are in force;

•    Maintains professional relationships with co-workers in order to retain and expand agency-insured relationships, and develop internal cross-sell referrals where possible;

•    Ensures ongoing servicing of the accounts assigned by Producers;

•    Promotes to clients the other services offered by Alliant;

•    Writes and coordinates Request for Proposal (RFP) responses;

•    Participates in the planning/development/participation of various trade associations meetings, events and conferences, etc.;

•    Continues to improve knowledge of the insurance industry by means of seminars, formal classes and self study;

•    Other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

Bachelor’s degree of equivalent combination of education and experience

Professional designations such as CPCU, CIC, ARM, CLU, FLUMI, CEBS preferred

Level I:      Industry or related experience preferred, but not required.  Demonstrated potential for identifying and soliciting new business prospects in concert with the mentoring Producer.

Level II:      Two (2) or more years industry or related experience. Demonstrated potential for identifying and soliciting new business prospects in concert with the mentoring Producer, supported by proven product knowledge and/or relevant sales experience.

Level III:      Five (5) or more years industry or related experience. Demonstrated potential for identifying and soliciting new business prospects in concert with the mentoring Producer, supported by proven product knowledge and/or relevant sales experience.

SKILLS

Excellent verbal and written communication skills 

Strong persuasion and interpersonal skills

Excellent interpersonal, relationship building, negotiating and problem solving skills

Excellent presentation skills with the ability to communicate information to a broad audience

Ability and strong motivation to work independently

Good leadership and time management skills

Good planning, organizational and prioritization skills

Proficient in Microsoft Office products