Insurance Sales Producer - Commercial Lines Client Advisor

$80,000 - $200,000/Yr

World Insurance Associates - Stoughton, WI

Full-time - Mid Level

Stoughton, WI

1,001-5,000 employees

Insurance Carriers and Related Activities

About the position

The Insurance Sales Producer - Commercial Lines Client Advisor at World Insurance Associates is responsible for identifying, prospecting, cultivating, and closing new commercial clients. This role focuses on providing risk management solutions to businesses and individuals, leveraging a broad range of services including commercial lines insurance, employee benefits, and retirement solutions. The position emphasizes building trusted relationships with clients and utilizing the company's extensive resources to meet their needs.

Responsibilities

• Identify, prospect, and cultivate new business, focusing on commercial accounts.
• Engage in all sales and marketing tactics to move prospects through the sales funnel to closing.
• Track all sales activities in HubSpot and leverage it to its fullest potential.
• Utilize World’s broad platform to provide risk management solutions to individuals and business owners.

Requirements

• Proven experience with a range of insurance solutions to bring value to clients.
• Willingness to become each client's trusted risk management advisor.
• Maintain all relevant insurance licenses from the first day of employment.

Nice-to-haves

• Experience selling commercial insurance for a top broker.
• Familiarity with insurance agency management software platforms like AMS360 and Epic.
• Experience with a sales CRM, specifically HubSpot.
• Ability to build and present client pitch decks or presentations.

Benefits

• 401(k) matching
• Full suite of employee benefits including health insurance.