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Commercial Lines Producer

Job Details

Paso Robles - PASO ROBLES, CA
Full Time
4 Year Degree
Commercial Lines Sales



The Commercial Lines Producer is responsible for selling new business to ensure continued profitable growth for the agency and duties include, but are not limited to, prospecting for new clients, selling additional coverages to existing clients, and retaining existing accounts to achieve personal production goals.



  • Contact prospects, schedule appointments, and make sales presentations
  • Develop prospecting programs and follow-up for maximum results
  • Maintain prospect list of clients for the target business
  • Balance production to achieve the desired mix of business; promote products of carriers that the firm has identified as important
  • Coordinate production efforts with marketing and service staff
  • Accurately and thoroughly complete survey and application forms, before marketing or submitting to be marketed
  • Conduct periodic meetings with Account Managers to provide updates and ensure policies and procedures are understood
  • Arrange payment terms for all accounts, in accordance with agency credit and collections policies
  • Gather information on renewals; deliver renewals and/or binders following agency guidelines
  • Remain abreast of trends and techniques to maintain a competitive status for the agency within the industry
  • Attend sales seminars, company sales meetings, or educational activities needed to improve sales techniques, stay up-to-date on the latest developments in the marketplace and maintain required licenses
  • Review all agency activities relating to the public, customers, and companies to avoid issues involving potential errors and omissions




This job description is intended to describe the level of work required of the person performing the position. Essential functions are outlined; however, other duties may be assigned, as needs arise, or as required to support the essential functions. Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description.




  • Excellent presentation skills with the ability to influence others
  • Must possess excellent listening and sales skills
  • Should possess commercial lines product knowledge, as well as knowledge of agency systems and company relationships
  • Ability to work within a fast-paced, changing priority environment
  • Self-motivated, with the initiative to prioritize and be self-directed
  • Effective organizational skills and the ability to respond to requests effectively and efficiently
  • Ability to carry out detailed written or verbal instructions with multiple variables
  • Regular and punctual attendance is required
  • Ability to communicate effectively, both verbally, and in writing
  • Excellent interpersonal skills, with the ability to interact effectively with both colleagues, and managers, across all levels
  • Ability to promote, and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency
  • Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality



  • 3-5 Years of sales experience, with proven sales success, demonstrated preferred
  • Must have all licenses as required by the State Department of Insurance
  • College degree and CPCU, CIC, and ARM designations preferred




  • Fast-paced, multi-tasking, office environment with periodic high disruption and changing priorities
  • Ability to perform approximately 80% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently
  • Ability to lift up to 20 pounds occasionally
  • Requires operation of a computer workstation, including keyboard and video display
  • All requirements may be modified to reasonably accommodate physical or mental impairment