Property and Casualty Sales Producer

Job Description

Job Description

Are you passionate about servicing insurance clients and thrive in a fast-paced, collaborative environment?  Keep Reading about our Property and Casualty Sales Producer opening.

At LeClair Insurance Agency, we are seeking an experienced and motivated Casualty Sales Producer to join our dynamic team in Plano, Texas. This vital role will be responsible for prospecting, attending networking events, preparing proposals and closing deals.  By understanding clients’ insurance needs, providing expert advice, and creating tailored solutions, they will play a crucial role in achieving sales targets and fostering long-term client satisfaction and retention.

We want to hear from you if you have a proven track record in successfully pairing clients in personal lines, cross-selling into commercial and life lines, and you are eager to make a significant impact!

🌟 Salary ($40-50k based on experience)  + Unlimited Bonus Eligible 🌟

🌟Success can look like $80-100k+ in the first 12 months with salary and bonus 🌟

Why LeClair Insurance Agency?

We pride ourselves on our commitment to excellence, customer satisfaction, and a supportive work environment. Our Farmers Agency gives you the freedom of access to represent many additional companies for our clients' insurance needs.

As a key team member, you will be critical to our success and growth as you generate new business and maintain client relationships for primarily personal lines, with the ability to cross-sell life and commercial lines.

We offer a collaborative team atmosphere where your contributions are valued, and your professional development is encouraged.  For more information on LeClair Insurance Agency, see Mark LeClair's Farmers Insurance Page.

About the Role : Prospecting (60%)

• Warm transfer leads will be provided, 50% or more come from cold calls and Networking.  This percentage may change as the Agency grows.
• Daily cold calling required from verified prospect lists
• Join, participate, and attend community and networking events as well as be a member of professional organizations to promote the Agency, generate leads, and build a pipeline
• Develop and participate in marketing campaigns
• Active on LinkedIn  - engage with prospects / clients
• Become a trusted advisor by providing patience, understanding, high communication and solutions that fit their unique needs
• Identify opportunities to cross-sell and up-sell to current Agency client base
• Obtain accurate information from the prospects, including the completion of applications, supplemental questionnaires, risk surveys and other related documentation
• Promptly address phone, e-mail, or site visit questions and concerns during process
• Input and maintain Opportunities that are accurate and up to date, with all communications (emails / calls).
• Effectively X-Date all referrals, cold calls, and all other prospects to track, monitor, and report on weekly / monthly prospecting activity and sales results to their direct supervisor
• Achieve and exceed sales targets and performance metrics
• Develop and establish referral partners and request referrals from new customers and associates and respond to the referrals in a timely manner

Proposal Process and Presentation (25%)

Customer Retention (10%)

General Duties (5%)

About You :

Your dedication and demonstrated experience reflect a focus on new sales and retaining clients because they see you care about their ongoing needs.  You connect with clients in the way that meets their style, providing them with empathetic and effective communication, so you can best align their needs with the effective insurance solutions.

Education and Training :

Experience :

What We Offer :

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