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Insurance Producer, Sales

Valley National Bank
$0.00-$0.00
United States, Florida, West Palm Beach
1700 Palm Beach Lakes Boulevard (Show on map)
Dec 14, 2024
The Insurance Producer will sell insurance products to new and existing clients, maintains relationships with clients; assists clients in determining appropriate coverage and oversees the general servicing of accounts.

Responsibilities include but are not limited to:
  • Sale of insurance products with goal of building and maintaining a book of business.
  • Work closely with Marketing Dept staff to obtain quotes from Insurance Carriers.
  • Work directly with Insurance Carriers to obtain proposals and provide service to clients, where appropriate.
  • Present new/renewal proposals to clients, including explanation of coverages and pricing options.
  • Review existing accounts at least annually and advise customer service/marketing to determine whether the account should be marketed.
  • Meet or exceed monthly or annual sales volume goals as established by management.
  • Complete projects, establish processes and protocols relating to sales initiatives as may be assigned by management.

Required Skills:
  • Basic business knowledge of insurance industry either from prior company or agency experience.
  • Basic sales skills.
  • Good verbal and written communication skills.
Required Experience:
  • High School Diploma or GED and a minimum of three years prior insurance or sales experience.
  • Agent or broker's license.

Exact compensation may vary based on skills, experience, and location.
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