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Vice President / Producer/Consultant - Commercial Lines

Company: Bolton & Company
Location: Anaheim
Posted on: March 26, 2020

Job Description:

SUMMARY

Produce and service a book of Commercial Lines business. Represent Bolton & Company at various industry functions.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Other duties may be assigned.



  • Additional work functions that may be requested by management.

  • Coordinate service delivery and retention of produced accounts.

  • Actively solicit and consistently present new business opportunities to the Company and meet/exceed new business goals as set from time to time.

  • Maintain and grow knowledge base in the areas of insurance and non-insurance products, and individual sales abilities/skills.

  • Work with existing client and potential clients to become a "trusted advisor" or "consultant."

  • Be active in outside activities including community, specific industries, volunteer organizations, etc., in order to foster future sales opportunities.

  • Use other Company personnel to proactively cross sell additional lines of coverage.

  • Proactively over serve the top 20% of your clients through service plans, etc.

  • Be willing to offer assistance to other producers and/or employees as needed and promote an environment of teamwork.

  • Attend all producer meetings and performance groups.

  • Support and actively participate in Company sales programs (i. e. on-line client service solutions, seminars, etc.) as may be announced and promoted from time to time.

  • Work closely with Account Manager in providing the necessary information in a timely manner so that the client may be better served.

  • Always present and conduct yourself in a professional manner that is consistent with the image of the Company and supports the furthering of the professional reputation of the Firm.

    Designations, Licenses

    Must hold required insurance agent license and be responsible for maintaining such license through attendance at mandatory continuing education courses.

    Education and/or Experience

    Bachelor's degree from four-year college or university; or ten or more years related experience and/or training. Bachelor's degree preferred.

Keywords: Bolton & Company, Anaheim , Vice President / Producer/Consultant - Commercial Lines, Professions , Anaheim, California

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