The Licensed Insurance Agent - Sales & Marketing is responsible for marketing and servicing a well-established commercial lines book of business while driving new business opportunities. This role combines strong marketing expertise, carrier relationship management, and client servicing with a focus on delivering optimal insurance solutions. The ideal candidate has deep knowledge of the Louisiana insurance marketplace and extensive experience in commercial lines.

Salary Range: $90,000.00 per year

Benefits

Annual Base Salary Based on Experience

Health Insurance

Dental Insurance

Vision Insurance

Retirement Plan

Employer-paid Group Life Insurance

Paid Time Off (PTO)

Paid Holidays

Paid Bereavement

Gym Membership Reinbursement

Required Qualifications:

• Active Property & Casualty Producer License
• Minimum 10 years of experience in marketing and servicing commercial lines
• Demonstrated expertise in Louisiana insurance marketplace
• Proven experience managing and marketing a book of business
• Strong knowledge of carrier markets and underwriting processes
• Effective negotiation, communication, and relationship management skills
• Strong organizational and multitasking abilities

Preferred Qualifications:

• Experience in both insurance sales and marketing roles.
• Existing working relationships with Louisiana carriers and brokers
• Familiarity with CRM software, email marketing platforms, and social media management tools
• Bachelor's degree in marketing, business, or a related field.

Book of Business Management & Marketing:

• Market and manage an established #1MM commission book of commercial business.
• Submit applications to carriers/markets and proactively follow up to secure the most competitive and appropriate programs for insureds.
• Maintain full knowledge of Louisiana insurance markets, including appetite, pricing trends, and underwriting requirements.
• Leverage existing relationships with carriers and brokers utilized by the agency to optimize placement outcomes.

Sales & Client Acquisition:

• Identify and prospect potential clients through inbound and outbound methods (calls, emails, networking events, etc.).
• Conduct needs assessments to recommend appropriate insurance coverage options (life, health, home, auto, etc.).
• Manage a portfolio of clients, provide policy updates and renewals, and manage claims as needed.
• Create a spreadsheet of all quotes and follow up on them
• Turn the completed file over to the Producer to set appointments
• Negotiate terms and pricing

Marketing Strategy Development:

• Partner with Producers to identify target markets and develop strategies to promote agency products and services.
• order and send loss runs to markets
• Execute and manage digital marketing campaigns (social media, email marketing, online advertising).
• Analyze marketing performance metrics and adjust strategies for improved results.

Customer Support & Relationship Management:

• Provide excellent customer service to existing clients by addressing their inquiries, offering policy upgrades, and providing consultation services.
• Foster strong relationships with clients to ensure long-term retention and satisfaction.

Compliance & Documentation:

• Ensure adherence to all state (Louisiana) and federal insurance regulations.
• Maintain accurate client interactions, insurance policies, and marketing results records.

Choice Financial Group was founded in 2020 with a clear vision: to connect a network of dedicated agencies and brokers to better serve our clients with enhanced resources.

Guided by visionary leadership, Bob Hilb and Shawn McArdle's executive team brings experience and expertise that have guided our expansion across the US with 24 acquisitions, 43 locations, and over 50,000 clients. We continue to flourish from our aggressive M&A plan and strategic, organic growth.

At Choice Financial Group, we believe in unity and partnership. Through strategic alliances, we bring additional resources to clients and set new, elevated standards of excellence.

Supported by Northlane Capital Partners, we continue to pioneer innovation driven by a shared vision of success. As we look to the future, our dedication to excellence remains unwavering, ensuring we continue to empower our employees and clients in the insurance arena. We’re just getting started.