Job Description

Are you interested in making a tremendous difference in people’s lives, being in a very secure industry, and earning a very good income?

• Employment type: full-time

• Compensation: base wage; plus (additional) commissions, many bonuses and growth opportunities. {This can lead into your own agency ownership (xRef: Protégé program)}

• Requires in-office work, though some may be in-field or virtual according to business priorities.  [Office located in Carlsbad]

Associate Producers (AP) are sales representatives. They follow up and communicate with clients about the types of insurance products and coverage types to solve the client’s needs and lead them to a buying decision.

Salary: $35,000.00 - $41,600.00 per year

Benefits

Paid Holidays

Base Salary with Commissions 

Bonus Opportunities

Holidays Off

Career Development & Growth

Team Building Activities

Hands On Training

Responsibilities

CORE JOB DUTIES INCLUDE (BUT ARE NOT LIMITED TO):

• - Employment type: full-time, some flexible hours

• - Become insurance licensed in ''Property & Casualty'' and ''Life'' (required)

• - Determine customer requirements and expectations in order to help the customer identify specific products and solutions

• - Solicit, sell and negotiate new business policies

• - Cross-sell/up-sell products to existing customers

• - Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken

• - Assist with the annual review process by contacting customers and preparing personalized customer coverage recommendations based on customers' needs

• - Perform risk analysis and underwriting

• - Implement/adhere to company and Agency guidelines

• - Performs other duties as assigned

CORE COMPETENCIES

• - Business Results: Able to meet individual performance metrics and goals.

• - Multi-tasking: Able to successfully juggle multiple priorities at any given time.

• - Attention to Detail: Maintain accurate and descriptive accounts of all customer interactions.

• - Communication: Possess outstanding written and verbal communication skills.

• - Job Knowledge: Understand basic product, billing, underwriting, and processing guidelines.

• - Teamwork: Accept feedback when offered and work well with others.

• - Problem solving: Able to research and identify timely solutions to customer-related problems.

Requirements

PHYSICAL ENVIRONMENT

• - Required job duties are normally performed in a climate-controlled office environment.

PREFERRED SKILLS AND ABILITIES

• - Four-year college degree highly preferred. High school diploma or equivalent required. Previous sales experience is highly preferred. 

• - Ideal candidate will have basic PC skills, basic math skills, strong analytical capability, conflict resolution skills, the ability to multitask, and have strong verbal and written communication skills.

OTHER DETAILS

Note: This position may require having the flexibility to work nonstandard hours/shifts and having the ability to adhere to a structured schedule.

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COVID-19 considerations:

We use CDC and County guidelines to provide a safe environment (e.g. everyone is screened for temperature, blood-oxygen, and pulse; masks are required, hand sanitizer in multiple locations, limited transfer of physical items)