Commercial Insurance Sales Producer

Job Description

Job Description

About Duncan Financial Group

Headquartered in Irwin, Pennsylvania – we help clients build and protect a better financial future. Our vision is to become the premier independent insurance and financial services organization that sets the standard for adding value to the lives of our clients, our employees, and our community stakeholders. At Duncan, we know that our greatest asset is our employees. We offer a new standard of insurance and financial guidance that is unmatched in the industry. Family-run for over 45 years, our diversified professionals get to know the needs of every client to deliver award-winning service for all their insurance, wealth management, and accounting needs. Built on a solid foundation, our relationships last for generations. Duncan Financial Group is quickly expanding both organically and through acquisition. With consistent and constant growth, we are continually seeking new talent to join us and continue to develop with us.

Commercial Insurance Sales Producer

Job Summary :

We are seeking a dynamic and results-driven Commercial Insurance Sales Producer to join our team. The successful candidate will be responsible for generating new business opportunities, managing client relationships, and providing expert risk management advice on commercial insurance products. This role demands a combination of sales acumen, product knowledge, relationship building skills, and a thorough understanding of the insurance industry to succeed in a competitive environment. We are looking for someone that can be a trusted advisor, with the ability to assess and address varying degrees of client needs while producing consistent business results.

Responsibilities :

Sales and Business Development :

• Identify and target potential commercial clients through various prospecting methods including networking, trade shows, cold calling, and referrals.
• Work with VP Sales to develop and implement effective sales goals and strategies to achieve new business.
• Conduct thorough needs assessments to understand clients' insurance requirements and recommend appropriate coverage options.
• Prepare and present insurance proposals to prospective clients, highlighting the benefits and value of our insurance solutions.
• Keep accurate records and maintain your new business sales pipeline in our Customer Relationship Management (CRM) system.
• Work with marketing to provide guidance on specific markets to support your ongoing prospecting efforts.
• Share leads with other lines of business within the organization to grow our account penetration with multiple service lines.

Client Relationship Management :

Market and Industry Knowledge :

Documentation and Compliance :

Qualifications :

Hours : Monday-Thursday, 8 : 30am-5 : 00pm; Friday, 8 : 30am-4 : 30pm

Office Location : 1004 Brodhead Road, Moon Township, PA 15108 (Hybrid Work Options Available)

Benefits :

No Solicitation Notification to Agencies : Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.