Commercial Lines Producer

Position Overview

The Commercial Lines Producer is responsible for driving new business production across Commercial Lines insurance within the self-storage industry, while also supporting new business and cross sell activity within Tenant Insurance (TI) and Tenant Protection (TP) programs.

Key Responsibilities

New Business Development, Commercial Lines

• Prospect, source, and close new Commercial Lines accounts within the self-storage industry, including facility owners, operators, and related businesses.
• Build and maintain a consistent pipeline of qualified commercial prospects within the self-storage niche.
• Develop and execute a personal business plan to meet assigned production goals.
• Negotiate terms and coverage placement with carriers and underwriters as needed.

Tenant Insurance and Tenant Protection Sales

• Close new TI and TP business within assigned self-storage operator relationships.
• Support cross sell and upsell of TI and TP products within the existing operator book.
• Partner with Account Management to identify growth opportunities within current accounts.

Sales Process and Pipeline Management

• Maintain accurate and current pipeline records within the company CRM.
• Provide regular forecasting and pipeline updates to sales leadership.
• Follow the defined sales process from prospecting through close and handoff to Account Management.

Client Relationship Management

• Build strong, lasting relationships with new commercial clients and self-storage operators.
• Ensure a smooth transition of closed accounts to Account Management for ongoing servicing.
• Serve as a trusted advisor on coverage needs throughout the sales process.

Market and Product Knowledge

• Maintain strong working knowledge of Commercial Lines products, underwriting appetite, and market conditions within the self-storage industry.
• Maintain strong working knowledge of TI and TP products and the self-storage industry.
• Maintain all required producer licensing in good standing.

Key Performance Indicators

• New Commercial Lines Written Premium
• New TI and TP Closed Revenue
• Pipeline Development and Conversion Rate
• Client Retention on Written Accounts
• Producer Licensing and Compliance Standing

Minimum Qualifications (Education, Experience, Skills)

• Active Property and Casualty Producer license in good standing, or ability to obtain within a defined timeframe of hire.
• Demonstrated success in Commercial Lines sales, new business production, or related B2B sales.
• Strong prospecting, negotiation, and closing skills.
• Ability to manage a diverse pipeline across multiple product lines.

Preferred

• Experience within the self-storage industry or specialty program business.
• Familiarity with tenant insurance or tenant protection products.

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or finger, handle, or feel objects, tools or controls. The employee is occasionally required to stand; walk; sit; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl.

The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus.

The noise level in the work environment is usually moderate.

Disclaimer

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments.

All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will posses the skills aptitudes and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills or abilities.

Legal Disclaimer: This document is intended for informational purposes only and by no means should replace or substitute other legal documents (governmental or non-governmental) reflecting similar content or advice. If you have legal questions concerning your situation or the information provided, you should consult with an attorney.

Active Property and Casualty Producer license in good standing or ability to obtain; demonstrated success in Commercial Lines sales or B2B sales; strong prospecting, negotiation, and closing skills; ability to manage diverse pipeline.

Key Responsibilities

• developing new business
• managing sales pipeline
• building client relationships

Skills & Tools

CRM

Job Details

• Category: Sales
• Seniority: Mid Level
• Commitment: Full Time
• Workplace: Remote — United States
• Languages: English

About Insure Homes Parent, LLC

An insurance company specializing in commercial lines and tenant insurance programs. — Industry: Finance