Job Details | Insurance Relief

Job Details

« Back to Search Commercial Lines Sales Producer - Walnut Creek, CA
Walnut Creek, CA

Date Posted: May 3, 2017
Job Type: Direct Hire
Job ID: 263490

Job Description

Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, then you'd be a great fit for our client. 

  • Sales and service Commercial Lines Insurance
  • Disseminate appropriate needs of client as it relates to Commercial Lines Insurance
  • Work with firms to develop and promote cross market accounts
  • Build and maintain strong relationships with carriers, companies, and clients
  • Market Carriers for appropriate coverage and negotiate coverage terms and pricing
  • Facilitate requests and needs of Carriers on behalf of clients
  • Use independent judgment and discretion placing values and coverage’s and makes appropriate recommendations to clients with matters of insurance
  • Take complete applications, including follow-up for documents required for processing in accordance with company policies and procedures
  • Set the customers’ expectations and educate them on the entire Insurance process
  • Follow through on transactions to ensure policies are properly issued
  • Meet goals and objectives as agreed, comprehensively reviewed, and subject to modification
  • Train and support staff and department on an ongoing basis as necessary
  • Special projects as assigned




  • Must be a self-starter
  • Excellent written and verbal communication skills
  • Excellent customer contact skills
  • Customer focused to establish and maintain effective relationships
  • Self-confident to make sound independent decisions
  • Ability to successfully interact with a variety of people
  • Above average knowledge working in Microsoft Office
  • Experience with Applied / TAM desired
  • Must be able to read, analyze and reconcile financial reports
  • Possess good analytical and problem solving skills
  • Attention to detail
  • Local area travel to prospect new clients (Walnut Creek)


Base Salary + Commission