Insurance producers are licensed and trained in sales and customer service, and they are responsible for selling insurance and insurance-related products to prospective clients. Additionally, insurance producers must ensure that the policies they offer comply with all insurance regulations, maintain a knowledge of all commercially available products and monitor all clients' insurance policies to be sure that the highest level of service is provided. Insurance producers must also maintain excellent relationships with current clients, which may help secure new client referrals; this includes resolving any client issues and claims quickly and efficiently.
Insurance Producer Tasks
Process the paperwork to enroll customers in policies and calculate premiums.
Explain insurance policies to customers and help them customize policies to fit their needs.
Sell insurance policies to businesses or individuals.
Utilize referrals, phone calls, mailings, and other forms of advertising to generate new customers.