Licensed Commercial Insurance Producer

Company: Cothran Schoonover Insurance Group
Location: Lynchburg
Posted on: June 14, 2022

Job Description:

Position: Commercial Lines ProducerReports to: Principal AgentDepartment: Commercial Lines Department
Overall ResponsibilitiesCommercial lines producers are responsible for the production of new commercial lines policies (workers comp, business auto, BOP, property, general liability, professional lines, inland marine etc). This position is also responsible for the cross selling of existing customers.
Specific Responsibilities1. Quote, process and follow up on their own new business trailing documents/outstanding compliance requirements as well as e-mails from underwriting distributed by CSR2. Seek referrals from existing customers and centers of influence3. Update customers contact information in Epic4. Communicate with Principal Agent any problems with underwriting or dissatisfied customers5. Cross sell and upsell customers6. Send coverage changes and/or replacement of vehicles to CSR7. Utilize Epic to facilitate follow ups and document conversations with customers8. Any change requests or certificate of insurance requests on commercial policies should be referred to the commercial CSR9. Follow up on outstanding forms/signatures for yourself.10. Follow up on quotes in Epic (See Quote Process)11. Call a minimum of 100 Prospects per week or make in person visits to prospects, lists will be provided with X-Dates and contact information but you will be expected to build your own list as well
Nature and ScopeA commercial lines producer is expected to discharge their duties in a manner that is always consistent with the customer's best interest. When explaining coverages to a client, a producer should be cognizant that customers are not familiar with insurance terminology, and as such, a producer should use common everyday jargon when doing so would not compromise the scope of coverage. The producer is expected to project themselves as a professional at all times. A producer is expected to maintain accurate records and up to date files for documenting purposes. The producer should possess strong written and oral communication skills, be well organized and exhibit a willingness to pursue professional studies.

Keywords: Cothran Schoonover Insurance Group, Lynchburg , Licensed Commercial Insurance Producer, Other , Lynchburg, Virginia