PCF Insurance
Commercial Lines Producer
PCF Insurance, Westlake Village, California, United States, 91361
At PCF Insurance Services, our commitment to excellence in risk management, benefits design and a broad array of insurance solutions has made us a leader in the industry. Being ranked #19 on Business Insurance's 2024 Top 100 Brokers and #13 on Insurance Journal's 2024 Top Property/Casualty Agencies demonstrates our dedication to world-class service and unparalleled solutions for our clients. Our strategic blueprint centers on investing in the success of our partners, team members, clients, carriers, and shareholders. As the #1 Fastest-Growing Company in Utah for three consecutive years and with a presence in over 140+ businesses across the country, we offer enhanced market access and an ever-expanding network of industry-leading talent. Join us at PCF Insurance Services, where your career can progress within our dynamic and inclusive work environment.Chivaroli & Associates
(Part of PCF Insurance Services Network) seeks to be the strategic partner to our healthcare clients in the attainment of their risk management objectives and financial goals. With all of our resources dedicated to the healthcare industry, we understand our clients' operations, financial goals, and objectives from health systems to individual practitioners. Our corporate philosophy is built upon a passion for offering superior customer service. With around-the-clock accessibility to senior leaders and a drive to exceed our clients’ expectations, starting and maintaining a relationship with our firm will give you an advantage over your competitors.Job Summary:
As a Commercial Lines Producer at Chivaroli & Associates, you will be responsible for maintaining and maximizing profitable relationships with commercial lines clients and growing the book of business through new client sales.Duties and Responsibilities:Identify, qualify, and develop commercial insurance opportunities with new and existing clients in person, online, by phone, and through written communication.Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support. Anticipate, respond to, and follow up on all existing client needs.Actively partner, network, and plan for new clients and business opportunities.Monitor, review, and report on key metrics to ensure sales targets are achieved and execute sales activity documentation quickly, accurately, and professionally.Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.Support and prepare clients for renewal and retention and maintain strong client relationships.Participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.Review client audits, verify and facilitate corrections as needed and maintain A/R and billing.Qualifications:Valid California state Property & Casualty Insurance License.Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain an existing client base.Have a proven track record of business-to-business sales success. Possess strong presentation, persuasion, and negotiation skills with the ability to close sales.Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making, and superior written and verbal communication skills.Have excellent time management skills, thrive in a team environment, and possess technology and computer proficiency including agency management systems.Benefits:Life InsuranceAD&DFSA / HSACommuter & Child Care FSAPet InsuranceAccident & Critical IllnessHospital IndemnityEmployee Assistance Program (EAP)11 Paid HolidaysFlexible PTO401KPCF Insurance Services is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy.
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(Part of PCF Insurance Services Network) seeks to be the strategic partner to our healthcare clients in the attainment of their risk management objectives and financial goals. With all of our resources dedicated to the healthcare industry, we understand our clients' operations, financial goals, and objectives from health systems to individual practitioners. Our corporate philosophy is built upon a passion for offering superior customer service. With around-the-clock accessibility to senior leaders and a drive to exceed our clients’ expectations, starting and maintaining a relationship with our firm will give you an advantage over your competitors.Job Summary:
As a Commercial Lines Producer at Chivaroli & Associates, you will be responsible for maintaining and maximizing profitable relationships with commercial lines clients and growing the book of business through new client sales.Duties and Responsibilities:Identify, qualify, and develop commercial insurance opportunities with new and existing clients in person, online, by phone, and through written communication.Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support. Anticipate, respond to, and follow up on all existing client needs.Actively partner, network, and plan for new clients and business opportunities.Monitor, review, and report on key metrics to ensure sales targets are achieved and execute sales activity documentation quickly, accurately, and professionally.Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.Support and prepare clients for renewal and retention and maintain strong client relationships.Participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.Review client audits, verify and facilitate corrections as needed and maintain A/R and billing.Qualifications:Valid California state Property & Casualty Insurance License.Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain an existing client base.Have a proven track record of business-to-business sales success. Possess strong presentation, persuasion, and negotiation skills with the ability to close sales.Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making, and superior written and verbal communication skills.Have excellent time management skills, thrive in a team environment, and possess technology and computer proficiency including agency management systems.Benefits:Life InsuranceAD&DFSA / HSACommuter & Child Care FSAPet InsuranceAccident & Critical IllnessHospital IndemnityEmployee Assistance Program (EAP)11 Paid HolidaysFlexible PTO401KPCF Insurance Services is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy.
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