Producer - Commercial Lines

Texas Dow Employees Credit Union

Houston, TX, United States
On-site
Identify client needs and close sales
Maintain industry knowledge for client relationships
Meet production requirements
Proactively identify client needs and establish key relationships by identifying and closing sales opportunities

Job Summary

  • Proactively identify client needs and establish key relationships by identifying and closing sales opportunities.
  • Maintain adequate knowledge of rating procedures, coverage, and the industry to effectively manage, maintain, and develop client relationships.
  • Responsible for creating a pipeline for commercial business in order to meet production goals and consistently contact current customers, converting them into multi-line clients.

Matching Summary

Proactively identify client needs and establish key relationships by identifying and closing sales opportunities.

Skills & Requirements

Must-have

  • Identify client needs and close sales
  • Maintain industry knowledge for client relationships
  • Meet production requirements
  • Respond to client inquiries promptly
  • Develop creative solutions for clients
  • Manage client transitions to customer service

Nice-to-have

  • Proactive client engagement
  • Multi-line client conversion
  • Weekly prospecting and sales reporting

Key Requirements

  • Meet established production requirements
  • Complete application forms and assist CSR
  • Submit applications and documents to carriers

Work Rights

Not specified

Tailored Resume

Cover Letter