Licensed Insurance Agent - Sales & Marketing

  • CHOICE FINANCIAL GROUP LLC
  • Metairie, Louisiana
  • Full Time
Position Overview: 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. Key Responsibilities: 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. 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. Benefits: Employee Health Benefits (medical, dental, vision) 401(k) Retirement Plan Employer-paid Group Life Insurance Paid Time off Paid Holidays Paid Bereavement Gym Membership Reimbursement
Job ID: 523102128
Originally Posted on: 5/31/2026

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