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Insurance producer job description

Updated March 14, 2024
6 min read
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Example insurance producer requirements on a job description

Insurance producer requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in insurance producer job postings.
Sample insurance producer requirements
  • Bachelor's degree in relevant field.
  • Valid license to sell insurance.
  • Knowledge of insurance products.
  • Strong understanding of regulations.
  • Experience in sales or customer service.
Sample required insurance producer soft skills
  • Excellent communication skills.
  • Strong negotiation skills.
  • Ability to build relationships.
  • Highly organized and detail oriented.
  • Ability to work independently and as part of a team.

Insurance producer job description example 1

William Raveis insurance producer job description

William Raveis, the nation’s #1 independent family-owned brokerage for 49 years is seeking a dynamic Insurance Producer to expand and maintain existing relationships in a designated location within our wide footprint across the Northeast and Florida. William Raveis Insurance is a full-service in-house insurance company since 1984 and as a professional in Personal Lines Insurance, your talents will contribute to our remarkable success as a $21B real estate, mortgage, and insurance brokerage.

William Raveis Insurance is seeking for a dynamic Insurance Producer to expand and maintain existing relationships in the designated location within New Haven County, CT. In addition to providing quality products and outstanding service to our William Raveis clients and customers, you are free to prospect business through your own SOI. Proving that our business model is highly effective, 90% of clients for home-auto-umbrella-watercraft-private collections and more come from referrals!

Promote William Raveis Insurance Company’s complete line of products and services, including homeowner’s and auto insurance to clients and customers.

Network and nurture business partnerships to generate new opportunities with clients, both internally and externally.

Educate prospective customers on insurance offerings and discuss benefits of bundle and save when appropriate.

Assess current insurance policies for clients and make recommendations on additional coverage to meet their goals and objectives.

Develop opportunities to grow and expand business within our Raveis family of companies which encompasses 4,400+ real estate agents and in-house mortgage bankers.
Maintain and nurture an assigned pipeline of active customers and prospects. Meet conversion goals as established by the William Raveis hiring manager. Be able to pivot and respond to shifting priorities in our fast-paced business environment.
Qualifications & Benefits:
Must have 2-3 years’ sales & service experience with preference given to applicants with P & C product experience. Current P & C license required. We offer a fixed salary and generous benefits, along with a monthly commission based on performance.
William Raveis is a $21B real estate, mortgage, and insurance company and the #1 independent brokerage in the Northeast and Florida according to Real Trends . Founded by William M. Raveis, Jr. in 1974, our family-owned company is a national powerhouse across a wide network of 140 offices with locations from Maine to Florida.
Company DescriptionWilliam Raveis Real Estate, Mortgage & Insurance provides real estate, mortgage, insurance and settlement services to the consumer. We have approximately 520 employees who make up our management, headquarters staff, mortgage, insurance and settlement companies.
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Insurance producer job description example 2

Moran & Company P.C. CPA insurance producer job description

(440 License) or (220 License)

Vero Beach

We are located in Vero Beach, Florida, and are seeking individuals to manage an assigned book of personal lines property and casualty insurance business.

Ideal candidates must have knowledge and experience in the property insurance industry. Candidates must also have great organizational and computer skills, and be able to function effectively in a fast-paced environment. Join one of the fastest growing insurance agencies in Indian River County, Florida today!

Compensation:

$17 - $22 hourly DOE

Responsibilities:
  • Review client renewals and present alternative proposals
  • Manage an assigned book of business and monthly expiration list
  • Process endorsements and take payments
  • Provide outstanding client service
  • Ensure all productivity, quality, and service standards are met
  • Maintain current and accurate data in the agency management system
  • Develop and maintain positive, productive relationships with agents, managers, peers, co-workers, teammates, and employees
  • Work qualified insurance leads
  • Be a team player in a wonderful work environment
Qualifications:
  • 2-5+ years of Personal Lines insurance experience specifically in home and property insurance
  • All required active licensing (440 or 220)
  • Exceptional customer service skills
  • Excellent multi-tasking, organizational, and decision-making skills
  • Outstanding verbal/written communication skills
  • Ability to perform large work volumes with high degrees of accuracy
  • Proficient using Quoting Software tools
  • Exceptional personal character, including a strong work ethic, positive attitude, and willingness to assist others at all times
About Company

We are a well-established independent agency with offices in Altamonte Springs, Maitland, Ponte Vedra Beach, St. Augustine, Vero Beach, and Sebastian, Florida.

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Insurance producer job description example 3

APR Consulting insurance producer job description


Middle Market Focus
Location: Union County New Jersey (Summit, Union, Springfield, Westfield, etc.)
Independent Agency

Retail
Insurance Brokerage Position
Full time position
Base Salary - $60K plus commissions



Compensation plan will consist of a generous base salary and
competitive
commission
plan
.
  • Competitive commission rate on new business and account renewals
  • Experience working with Life and health products
This a unique opportunity for a proven insurance producer or a young producer that has an interest in joining an outstanding firm and taking their career to the next level. Will work with and learn from experienced high-end producer as needed without having to share commissions. Compensation based on results with NO cap.

This employment opportunity will provide the chosen candidate with the opportunity to develop his or her own book of business.

Responsibilities:
  • Produce new individual life insurance opportunities, develop programs, close sales in personal and business settings.
  • Exceptional inside sales support provided including carrier selection, illustrations, underwriting, legal advice, and case design.
  • Significant client contact
  • Ability to work in life, disability, and long term care areas. NO FINANCIAL PLANNING involved.
  • Meet new business production goals and objectives as established
  • Cultivate existing relationships to create additional cross-sell opportunities
  • Maintain knowledge of new products
  • Prospecting and generating new business through leads & referral sources

Qualifications
  • Excellent communication with customers and the ability to build relationships
  • Prior exposure to sales
  • Outgoing, positive personality
  • Driven, goal-focused, and coach-able professional
  • Self-motivated and detail oriented
  • Competitive spirit
  • Life and Health Producer license
  • Excellent verbal and written communication abilities


All inquiries will be kept confidential
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Updated March 14, 2024

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.