Commercial Lines Insurance Sales

Job Location:

Shippensburg, PA, 17257, USA

Job Category:

Insurance Sales

Job Type:


Job Description

The Producer is responsible for prospecting, soliciting, quoting and selling new Commercial Accounts.? Continuing to counsel and market to existing customers professionally is another essential function of the position.? Specific sales goals and retention responsibilities are determined during the yearly planning process for this position.? Meets service and sales standards of volume with timeliness and quality.



  1. Identifies and develops insurance prospects.
  2. Creates and maintains list of prospects with the use of Salesforce and Applied.
  3. Responds to introductions quickly and effectively.
  4. Pre-qualifies insurance prospects for insurability and quality of risk through pre-call strategy.
  5. Designs insurance plans and recommends coverages to prospects/customers.
  6. Surveys loss exposures, needs, and possible uninsurable or difficult to insure exposures for customers.
  7. Assists in preparation of insurance proposals; makes sales presentations to prospective and existing customers on new and renewal business.
  8. Develops, follows and completes sales objectives.
  9. Requests and delivers binders to insureds.
  10. Educates customers concerning agency payment expectations and cancellation procedures.
  11. Collects down payments from insureds for purchases of new coverages; and obtains signatures on all applications for insureds.
  12. Acknowledges non-standard coverage limitations and binding restrictions to document file and lower errors and omissions exposures.
  13. Actively asks for úRed Hot Introductions? from insureds to help generate new business.
  14. Actively refers customers to Benefits and Personal Lines departments for solicitation of new business.


  1. Explains coverages and exclusions and documents explanations on automated file for future reference.
  2. Develops a book of business that is profitable for both the agency and carriers.
  3. Works with client to ensure limit and coverage adequacy.
  4. Provides needed information and clarifications about customers to account managers and/or company personnel, and documents system by transaction date.
  5. Creates letters to customers offering coverage, share information and advice regarding insurance matters.? Uses these to round out accounts fully.
  6. With account manager, reviews existing policy coverages, at least annually, to upgrade accounts and remarket, if necessary.
  7. Assists service staff to collect client information in preparation of scheduled of insurance, summaries and renewal proposals.
  8. Review appropriate policy change request and other account activity.? Documents automated file as appropriate.? Uses each client contact as an opportunity for coverage review and marketing of needed coverage.
  9. Recommends and helps insureds carry out loss control programs, independently and with company loss control staff.
  10. Contacts insureds to assist account managers in collection of past due premiums or audit amounts.
  11. Reviews Applied activities on a daily basis.
  12. Retains assigned percentage of accounts at each renewal.
  13. Continues to develop relationships with insureds.
  14. Accepts and handles any duties/prospects as assigned by agency management.


  1. Participates in sales meetings and pre-call strategy development meetings.
  2. Develops centers of influence to generate úred hot introductions.?
  3. Sets priorities and manages workflow to ensure efficient, timely and accurate processing of new business sales and other responsibilities.
  4. Keeps informed regarding industry information, new product information, coverages and technology to continuously improve knowledge and stay current.
  5. Reads and interprets technical manuals and insurance information from carriers, vendors and publishers, etc.
  6. Participates in seminars and classes for skill and knowledge development.
  7. Interacts with others effectively by utilizing good communication skills; cooperates positively and provides information and guidance, as needed to contribute to the business efforts of the agency.
  8. Identifies training needs with assistance from managers.? Develops a personal improvement plan and takes responsibility for learning and improving technical and sales skills regularly.


  1. College education or equivalent insurance experience.
  2. Ability to communicate orally and in writing with others, to explain complex issues, to receive and interpret complex information, and respond appropriately.
  3. Ability to understand written and oral communication and interpret abstract information.
  4. Property and Casualty License (can be obtained within first 60 days)
  5. Full knowledge of insurance products and usages.
  6. Adequate knowledge of rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned customer and prospect lists.
  7. Full knowledge of insurance markets and reference to markets.
  8. Knowledge of insurance rating and underwriting procedures.
  9. Ability to generate new business sales, retain existing business and to close sales in insurance.
  10. Ability to carry out complex tasks with concrete and abstract variables.
  11. Ability to add, subtract, multiply and divide whole numbers, and to accurately perform simple calculations involving decimals and fractions.
  12. Ability to utilize computer programs and understand functionality.? Computer keyboarding skills.
  13. Ability to drive a vehicle, visit clients and make related calls to others.

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About Gannon Associates Insurance

Gannon Associates Insurance can attribute our company’s steady growth to one thing, loyalty. Currently, we have 12 office locations and a service area that covers Pennsylvania, New York and other surrounding states. This tremendous growth we experienced is dedicated to the loyalty we give to our customers each and every day. We reinvest in our people and our technology to ensure that we deliver on the promise.

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