Develop and execute a sales strategy to grow a commercial lines book of business
Prospect through cold calling, networking, referrals, and agency-generated leads
Build and manage client relationships from initial outreach through bind and renewal
Complete applications accurately and thoroughly
Partner with account managers and underwriters to craft customized proposals
Stay relationship-focused post-bind while account managers handle servicing
Document all interactions and manage pipeline activity using CRM tools
Utilize Nexsure (Dyad) for policy and account management (training provided)
Attend team meetings in-office 3–4 times per month

Insurance Producer – Commercial

Key skills