New Tech Global is seeking a Multi Lines Producer for a client located in NW Houston 77040.
About the Role - Identify target market segment for commercial insurance sales and develop criteria for prospecting and work with sales center personnel, if one in place, to obtain leads within this market.
Responsibilities -
- Make prospecting calls assigned by sales center, if one in place, and as necessary to obtain sales goals outlined by Sales Manager.
- Become active in trade associations of targeted markets and promote Carroll Insurance Agency within the organization.
- Obtain and complete applications and forward to sales manager or account manager all information necessary to market the account with insurance carriers.
- Provide risk management advice to prospects and clients.
- Work with Account Manager or Marketing Specialist to negotiate pricing, coverage, commissions, and preparation of proposals.
- Coordinate with Account Manager or Marketing Specialist to ensure that business is written appropriately.
- Make financial arrangements with clients to ensure premium is collected.
- Make follow-up calls on clients to ensure client satisfaction with the insurance program and to determine whether client needs have changed.
- Deliver policies to customers within two weeks of receiving them from service personnel.
- Cross sell accounts for other lines including personal lines, bonds, and financial services.
- Work with Account Manager and Accounting Manager to resolve any questions or collection issues.
- Work with Claims Specialist to insure prompt and timely settlement of loss.
Qualifications - College degree desired with professional designation.
Required Skills - Self-motivated. Organized, well-groomed appearance. Thorough knowledge of insurance coverage and application. Proven ability to close sales. Willing and able to travel. Holds Texas Property and Casualty License and Life, Accident, Health & HMO.