Job Description
Greystone Insurance Agency is growing. Come join a smaller insurance agency with a great company culture and a greater referral stream. At Greystone Insurance, we are passionate, caring & knowledgeable insurance advisors, not order takers. Our clients rely on us to help them make confident, well-informed decisions about their insurance. If you enjoy converting hot leads and being paid well for it, you're going to love working at Greystone Insurance!
We are seeking a motivated and results-driven Insurance Producer to join our dynamic team. The ideal candidate will be responsible for developing & maintaining client relationships. Exceptional customer service is the most important thing we do. This role requires a strong understanding of insurance products and the ability to effectively communicate their benefits to prospective & existing clients.
YOU MUST HAVE A CALIFORNIA PROPERTY & CASUALTY INSURANCE LICENSE TO BE CONSIDERED FOR THIS JOB. PLEASE DO NOT APPLY IF YOU DON'T HAVE THE LICENSE.
Responsibilities
- Convert hot lead opportunities... no cold calling!
- Conduct thorough needs assessments for clients to recommend appropriate insurance products
- Provide ongoing support and service to existing clients, ensuring their insurance needs are met
- Collaborate with team members on sales administration tasks to streamline processes
- Negotiate terms & conditions of insurance contracts with clients
- Consistently cross-sell products to existing customers
- Stay informed about industry trends, market conditions, and competitor offerings to effectively position our services
- Maintain accurate records of client interactions and transactions in the company database
- Ensure that all required documents are signed, filed and transmitted
- Participate in training sessions and professional development opportunities to enhance product knowledge
- Assist with Claims as needed
Requirements
- California Property & Casualty license
- Proven experience with personal lines brokerage Insurance sales (1 yr. min)
- Basic understanding of the Excess & Surplus sales cycle
- Strong customer service skills with the ability to build rapport with clients
- Excellent communication skills, both verbal and written, for effective collaboration with team members and clients
- Knowledge of EZ Lynx, InsuredMine or other industry CRMs
- Ability to negotiate effectively while maintaining a focus on client satisfaction
- Self-motivated with a strong work ethic and the ability to work independently as well as part of a team
Join us as an Insurance Producer where you can make a significant impact by helping individuals protect what matters most through tailored insurance solutions.
Job Types: Full-time, Permanent
Compensation: $52,000 base salary + commissions & bonuses. Work hard and you can make $150k+ first year.
Benefits:
- Health insurance
- Paid time off
Work Location: In person
Job Tags
Permanent employment, Full time,