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Carroll Insurance Agency

Multi-Line Producer

Carroll Insurance Agency, Houston, Texas, United States, 77246

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Responsibilities And Duties

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. 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. Promote Carroll Insurance Agency and the insurance industry within the community. Pursue a program for personal and professional development.

Qualifications

College degree desired with professional designation. 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. Experience and proficiency using Microsoft Word and Excel Excellent verbal and written communication skills

***THIS IS NOT A REMOTE POSITION*** Seniority level

Seniority level Entry level Employment type

Employment type Full-time Job function

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