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Insurance Producer
Our client is a leading insurance firm with headquarters in Halifax. They are growing their team and are currently looking for an Insurance Producer that will implement marketing strategies to develop a strong network of prospective clients. This position will develop leads and make contact via phone and face-to-face, marketing insurance products. The Producer will service existing clients, conduct annual reviews, and seek opportunities to present products to enhance their insurance portfolio.
This position is a hybrid working model, to help ensure a strong work/life balance.
Responsibilities:
- Ability to network, develop and generate new leads via phone and in-person prospecting
- Lead engaging sales presentations
- Solicit referrals from existing clients
- Visit with prospects or large CL clients to obtain info required to quote
- Present, review, and discuss renewal proposals to clients, and new business quotes to prospects
- Lead strategy for marketing and negotiating renewals and new business
- Delegate day to day requests from clients as needed (assign to AM or CSR)
- Review complex contracts/insurance specs for confirmation of insurance, as required
- Review complex contracts for bonding clients, as required
- Produce new business leads
- Assist AM on complex claims situations
Requirements:
- Must hold a valid insurance license in Nova Scotia, compliant with provincial regulations
- University degree in business, finance, or a related field is preferred
- 5+ years of insurance sales experience, depending on the role's complexity
- Understanding of Nova Scotia insurance regulations and compliance standards to ensure accurate information is provided to clients
- Proven ability to identify customer needs, recommend appropriate insurance solutions, and achieve sales targets
- Strong interpersonal skills, with the ability to build and maintain client relationships
- Comfortable networking and prospecting to generate new leads and retain clients
- Ability to use CRM software, insurance management platforms, and common office software like Microsoft Office
- Excellent verbal and written communication to explain complex insurance terms to clients
- Ability to manage a client portfolio, follow up on renewals, and handle multiple tasks effectively
- Strong adherence to ethical standards and integrity in handling client information and recommendations
- Valid Driver’s License