Producer - Commercial Division

CGIS, LLC - Irvine, CA
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Job Description

CGIS is seeking talented Commercial Lines Producers with a proven track record of success developing new Commercial accounts and providing exceptional service to maintain retention of existing accounts.

Essential Duties and Responsibilities

  • Develop new business to achieve sales goals as agreed upon by the Producer and the Director of Sales.
  • Research prospective clients to assess exposure by evaluating financials, operations, industry challenges and other determinative factors.
  • Become proficient at assessing viability of new business opportunities, through investigation of their current broker relationship, services received through their current broker, coverage sufficiency and any value-added services we may be able to provide.
  • Attend industry specific seminars, workshops, and other networking events to develop contacts and relationships which may lead to niche market opportunities.
  • Negotiate price and key coverage features with underwriter on behalf of the client.
  • Create and present renewal proposal to client, including coverage offers for exposures not currently
  • Act as the point of contact between the underwriter and the client, coordinate underwriter meetings to ensure all underwriter requirements are fulfilled and concerns addressed.
  • Assist client with claims advocacy as
  • Develop strong relationships with client senior management and insurance carriers.
  • Assist with account rounding and developing educational and sales tools within the Commercial Department.
  • Assist with external educational materials, for clients and centers of influence. This may include creating articles, presentations, seminar material, white papers, etc.
  • Manage/collect receivables in conjunction with Client Associate/
  • Review and deliver summary, proposals and
  • Complete and/or Update EAW’s annually on all accounts (Exposure Analysis Worksheets).
  • Coordinate delivery of binders and invoices.
  • Coordinate coverage placement through instructions provided to Marketing and Client Administrator, review and deliver binders, invoices, etc.
  • Manage expiration lists.

Education & Experience

  • Must have the verbal, quantitative and interpersonal skills normally acquired through the completion of a Bachelor’s degree, preferably in business administration with finance concentration.
  • Must have a comprehensive and up-to-date knowledge of the Commercial insurance marketplace and a broad understanding of property and liability insurance products.
  • Obtain and maintain a valid unrestricted Property & Casualty Solicitor’s License for the State of California, a valid California driver’s license and a dependable
  • Proficient in the use of MS Office software (Outlook, Word and Excel) and the Internet.

Work Environment & Physical Demands

  • 15% – 30% travel may be required. Trips ranging from one day to one week, both in and out of state.
  • Extended work hours (10 – 12 hrs/day) required on occasion due to attending and participating at networking and industry functions that begin well before the workday and may extend well into the evening.

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We Value our Employees!

Competitive Salary


Health & Dental


401k + Matching


Paid Vacation


Monthly Outings


Company Trips


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