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24-Hour Service
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POSITION: COMMERCIAL LINES
PRODUCER
REPORTS TO: V.P. – COMMERCIAL LINES
PURPOSE: Production of new
Commercial Lines business, providing businesses with highest
quality products and services in the most consistent and
efficient manner through teamwork and cooperation with all other
Agency personnel.
PRIMARY FUNCTIONS:
1. Contact prospective clients
and current clients to solicit new Commercial Lines sales.
2. Follow up on referrals from Individual and Employee Benefits
advisors and producers, also outside referrals and any other
prospect and expiration lists available.
3. Update any prospect and expiration lists for future
reference.
4. Obtain all information necessary to provide quotation for
requested coverages.
5. Complete quotation applications and submit to appropriate
carriers.
6. Upon receipt of quotation from carrier, coordinate proposal
with CSR and present recommendation to prospective client.
7. Upon close of sale, collect minimum of 25% of premium and
order policies from applicable carrier.
8. Upon receipt of issued contracts, deliver to client,
reviewing coverages and setting up payment schedule, if
applicable. Follow up on any additional needs, reminding them of
Agency’s other products.
9. Upon renewal, review all coverages with client, ensuring that
all coverages are up-to-date and appropriate. Coordinate
ordering of renewal policy with Commercial Lines Advisor.
10. Emphasize to each client the CSR that should be contacted
when in need of service.
11. Coordinate collection of overdue accounts with bookkeeper.
12. Document all client contact and account activity as
protection against E&O charges.
13. Communicate all account activity to the appropriate CSR to
avoid duplication or lost information.
14. Maintain general service contacts throughout the year.
Continue to encourage account rounding, utilizing other Agency
personnel expertise, as needed.
15. Meet with insurance company representatives to stay
up-to-date with all changes in policies or procedures in order
to provide clients with appropriate information and coverages to
fit their needs.
16. Attend scheduled department and Agency meetings to
facilitate communication and teamwork.
MEASUREMENTS:
1. Contact a minimum of 20
prospective clients each day.
2. Complete all required information on quotation applications,
alleviating delay in receipt of quotation from company.
3. Meet with each CSR to review problems and questions on a
weekly basis.
4. Two months prior to renewal, review policy with client in
order to have policy processed and delivered by renewal date.
REQUIREMENTS:
Licensed property and casualty
insurance broker. Personable and professional in appearance and
attitude.
Revised – April, 2004
Fax or email resume to ia@ia.bz
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