Licensed Sales Producer Responsibilities and Duties

Prepare quotes and perform closing of all prospective sales leads.

Administer all leads and perform sales calls for same to facilitate more accounts.

Prepare all policies for sales procedures in coordination with both internal and external clients.

Maintain knowledge on all underwriting and rating plans and ensure compliance to same.

Develop all required sales documents and sign all documents as per requirement.

Ensure adherence to all policies and procedures and maintain knowledge on all new products in organization.

Coordinate with customers to manage all expiration dates for policies.

Collaborate with customers to maintain efficient pools of all referrals.

Design efficient relationships with all customers and ensure compliance to all production requirements.

Prepare and update all sales records on monthly basis and submit to office manager.

Prepare and assist in all prospective sale campaigns.

Administer all prospects and prepare and send solicitation letters to same and design all procedure manuals for same.

Prepare all letter and manage all correspondence with all existing and prospective clients.