Insurance Producer Commercial Lines Focus

LaTorre Insurance Agency

Valatie, NY

JOB DETAILS
SALARY
$50,000–$125,000 Per Year
SKILLS
Budgeting, Business Development, Business-to-Business (B2B), Cold Calling Skills, Communication Skills, Cross-Selling, Customer Relations, Customer Relationship Management (CRM), Customer Retention/Renewal, Detail Oriented, Disability Insurance, Documentation Standards, Field Sales, Financial Services, Health Insurance, Insurance, Insurance Sales, Interpersonal Skills, Life Insurance, Marketing, Mentoring, Needs Assessment, Networking Events, Onboarding, Organizational Skills, Presentation/Verbal Skills, Resolve Customer Issues, Retirement Plan, Sales, Sales Closing Skills, Sales Management, Sales Pipeline, Sales Prospecting, Time Management, Tuition Reimbursement, Worker's Compensation, Writing Skills
LOCATION
Valatie, NY
POSTED
6 days ago

LaTorre Insurance Agency is seeking a driven, self-directed Insurance Producer to grow our commercial lines book of business. This is a field-based sales role you will spend the majority of your time in the community prospecting, networking, and meeting with business owners. You will have the full backing of an established independent agency: multi-carrier access, a marketing budget, agency staff support, and direct mentorship from ownership.

Commercial lines is the primary focus. You will also have the ability to write personal lines auto, home, umbrella to round out accounts and maximize income. The book you build is yours, and the earning potential grows with it.


Salary Range: $50000.00 - $125000.00 per year


Benefits

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Flexible Schedule

Health Insurance

Life Insurance

Disability Insurance

Career Growth Opportunities

Retirement Plan

Mon-Fri Schedule

Tuition Reimbursement

Hands on Training


Responsibilities

Business Development & Sales

Prospect for new commercial accounts through cold calling, door knocking, networking events, referrals, and community involvement

Identify and qualify business owners and decision-makers across target industries

Conduct needs assessments to understand client exposures and coverage gaps

Prepare and present competitive commercial insurance proposals across multiple carriers

Close new accounts and meet or exceed monthly and annual new business production goals

Cross-sell personal lines products (auto, home, umbrella) to round out client relationships

Pipeline & Account Management

Maintain an active, documented pipeline of prospects in the agency CRM (AgencyZoom)

Track all sales activity, calls, meetings, and follow-ups in the CRM consistently

Follow up on open quotes and outstanding proposals with persistence and professionalism

Coordinate with agency staff for account setup, policy issuance, and client onboarding

Communicate policy changes, endorsements, and renewal updates to clients as needed


Client Retention & Relationship Management

Build and maintain strong, long-term relationships with clients to support retention

Conduct proactive outreach at renewal to review coverage, address changes, and secure re-sign

Address client questions and concerns in a timely and professional manner, coordinating with service staff as appropriate

Identify opportunities to round out accounts with additional lines of coverage


Agency Collaboration

Work closely with agency principal and service staff to ensure smooth account handoffs

Participate in regular production check-ins and pipeline reviews with agency ownership

Adhere to agency workflows, documentation standards, and system protocols (Hawksoft AMS, AgencyZoom CRM)

Represent LaTorre Insurance Agency professionally in all client and community interactions



Requirements

Licenses & Credentials

Active New York Property & Casualty license required OR demonstrated commitment to obtain licensure within 90 days of hire date

Must maintain license in good standing throughout employment

Experience

Prior experience in insurance sales, financial services, or B2B outside sales preferred

Demonstrated track record of prospecting, pipeline management, and closing new business

Familiarity with commercial lines products (BOP, GL, commercial auto, workers comp, commercial umbrella) preferred but not required product training provided


Skills & Competencies

Self-motivated and highly driven capable of managing an independent field schedule without daily oversight

Comfortable with and committed to cold outreach cold calls, door knocking, and direct prospecting are a core expectation of this role

Strong verbal communication skills confident, clear, and credible in front of business owners and decision-makers

Organized and detail-oriented able to manage a pipeline, follow up consistently, and document activity accurately

Professional presentation and demeanor in all client-facing interactions

Coachable, accountable, and receptive to feedback

Basic proficiency with CRM and agency management software, or willingness to learn


About the Company

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LaTorre Insurance Agency