Shadows and supports senior Producers in prospecting, client service, and policy management
Participates in client meetings, presentations, and internal sales strategy sessions
Partners with Producers to prepare quotes, proposals, and marketing materials to support new business development efforts
Tracks and documents pipeline activity and sales efforts in CRM
Researches insurance markets and carrier options for new business opportunities
Participates in prospecting efforts, including research, lead generation, and outreach
Participates in structured training programs, sales development workshops, and industry sessions
Learns the core components of insurance products, sales strategy, and client relationship management
Receives professional mentorship to build foundational sales and service skills
Supports service teams in basic policy administration tasks (e.g., certificates of insurance, endorsements)

High School diploma or GED required; Bachelor's degree preferred
0–2 years of professional experience (insurance industry experience a plus but not required)
Property & Casualty license required, or willingness to obtain within the first 3 months of employment
Desire to learn and grow within the insurance industry
Growth mindset, curiosity, and a willingness to learn from others
Ability to effectively and professionally communicate orally and in writing with internal and external customers
Professional presence and ability to effectively interact with all levels within the organization
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages
Computer skills: proficiency with Microsoft Office Suite and Outlook

Associate Sales Producer

Key skills