Personal Lines & Small CL Producer

InStrategy Group, a national recruitment and consulting firm dedicated exclusively to serving the insurance industry is seeking to fill a Personal Lines & Small Commercial Producer role for a successful and tenured insurance agency in Cleveland, OH.

Currently recruiting for a Sale Producer role. Join our Cleveland team!

Role:

Outside/Inside Personal and Commercial Lines sales position exclusively to the LGBTQ+ community. Responsible for driving new business sales and retention for home, auto and small business clients. Manage client relationships, drive organic growth, cross-sell accounts and network throughout Cleveland and Columbus marketplace.

Responsibilities:

• Achieve annualized new business sales goals targeting the LGBTQ+ community for personal and commercial lines products.


• Meet new business activity and quality appointment goals.


• Use Agency’s resources to research prospects and develop customized messaging for prospects.


• Understand and explain the competitive differentiation to clients and prospects of the only insurance Agency exclusively dedicated to the LGBTQ+ community.


• Develop sales business plan and use effective prospecting strategies. Overcome sales obstacles on a prospect-specific basis.


• Build client and prospect pipeline. Develop cross-selling strategies for existing clients.


• Collaborate with carrier underwriters to obtain quotes and finalize policy and pricing terms.


• Engage in meetings on preparing for first appointments and closing and retaining business.


• Use the Agency’s contact management and sales automation resource tools to support sales processes.


• Work with account management team on significant Account Management services for clients.


• Demonstrate strong industry knowledge (coverage, terms, conditions, and competitive solutions)


• Attend key industry seminars, trade shows, and networking events.

Requirements:

• Must hold a valid OH insurance Property & Casualty insurance license.


• 5+ years of sales experience in an insurance agency with proven track record of sales success.

· Must have a valid OH drive license and have reliable transportation.

· Must currently reside in OH – no relocation considerations.

Knowledge, Skills, and Abilities:

• College degree is NOT required.


• Strong knowledge of Property & Casualty insurance.


• Self-starter mentality, personable, highly motivated, and goal oriented. Driven to achieve individual sales goals.


• Strong time management and organization skills.


• Superior communication, negotiation, and presentation skills.


• Excellent organizational and follow-up skills.


• Consultative, positive, and resourceful approach to dealing with prospects, clients, and associates.


• Strong analytical skills to quickly assess client’s needs and recommend appropriate coverage.


• Excellent listening skills with strong customer focus.


• Proficient in using insurance software/CRS systems and familiar with AMS360.

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Work Environment:




· Work both in office and remote setting.




· Role will require in-state travel to meet clients and attend networking events.




· You will work and collaborate with others to support the serving and handling of client business.










The Ideal Candidate




The successful candidate will be a strong sale-oriented insurance professional who takes ownership of results and client experience. This individual should be dependable, organized, detail-oriented, and comfortable working in a collaborative independent-agency environment.










Demonstrated work ethic, professionalism, accountability, and an exceptional customer-service and sale orientation are essential.










The ability to build strong relationships with clients, teammates, carrier partners and earn their trust is particularly important in this role.










Compensation: Draw + Commission + Benefits (Health Insurance & Paid Time Off)




This position offers a competitive compensation package consisting of a base draw against earned commissions, providing a degree of income stability while rewarding individual sales performance.










· Base Draw: $55,000 – 100,000 (depends on prior experience) annually, paid in accordance with the company's regular payroll schedule.




· Commission: Performance-based commissions earned on new business and, where applicable, renewal business, in accordance with the company's commission schedule.




· Earning Potential: Total compensation is directly tied to sales production, with uncapped earning potential for successful performers.










· Compensation Review: Compensation structure and performance expectations will be reviewed periodically with management.





• Benefits:





Health insurance




Paid time off





• Parking: Producer will be provided paid parking adjacent to the Cleveland office. In addition, the Producer receives full reimbursement for all business incurred Travel and Entertainment (T&E) expenses including cellphone costs.











Applications/Inquiries Always Confidential










All inquiries for this role are to be directed to gregg@instrategygroup.com or call 704.641.7644.