Associate Insurance Producer / Sales Agent

Join our growing and fun-loving team at Evarts Tremaine - an Independent Insurance Agency and Trusted Advisor to families and businesses in over 45 states.

Evarts Tremaine is a leading independent insurance brokerage agency committed to providing tailored insurance solutions to businesses. As an Associate Producer, you will play a vital role in driving the growth of our agency by building strong relationships and identifying opportunities to attract new clients.

Evarts Tremaine is built on shared core values: Authenticity, Innovation, Integrity, Knowledge, Teamwork and Fun!

We are proud to be part of and to support our Cleveland Community.

The Role:

• Lead Generation: Actively identify and generate leads through various channels, including networking, cold-calling, and digital marketing efforts.

• Client Outreach: Initiate contact with potential clients, educate them about the agency's insurance offerings, and establish rapport to create lasting business relationships.

• Needs Assessment: Understand the insurance needs of potential clients by conducting thorough assessments and consultations.

• Solution Presentation: Present tailored insurance solutions to potential clients, addressing their specific needs and providing them with the information required to make informed decisions.

• Relationship Building: Cultivate and maintain relationships with prospective clients, ensuring their needs are met while demonstrating the agency's commitment to exceptional service.

• Market Research: Stay informed about industry trends, competitors, and market developments to identify opportunities for business growth.

• Sales Support: Working alongside a dedicated mentor, collaborate with the sales team to transition leads into clients and assist in the onboarding process.

• Reporting: Maintain accurate records of lead interactions and progress and provide regular reports to the management team.

The Tools:

• Bachelor's degree in Business, Marketing, or a related field.

• 3-5 years of experience in a business development or sales role

• Strong communication, negotiation, and interpersonal skills.

• Ability to build and maintain client relationships.

• Self-motivated with a results-oriented mindset.

• Proficiency in CRM software and Microsoft Office Suite.

• Valid driver’s license and proof of automobile insurance.

• Completion of Ohio Property & Casualty Insurance License within 90 Days.

The Perks:

• Initial $60,000 - $70,000 Base Salary + Commissions

• Dedicated mentor

• Fully paid comprehensive insurance knowledge and sales training programs

• Fully Paid Life and Disability Insurance premiums

• Aetna Medical Insurance Program with a generous employer premium contribution

• Dental & Vision insurance available

• 401(k) Plan with match

• Hybrid remote working model

• Healthy lunches from HarvestOwl

• Paid mileage reimbursement for all work-related travel at the current IRS standard rate

• Onsite fitness center with free membership

• Community volunteer opportunities

Evarts Tremaine is an equal opportunity employer.