Commercial Insurance Producer - TURNING POINT HCM

Pay Range: $48,000-$55,000 Base Salary, Plus Commissions

Who is Cavallino Risk Management?

Cavallino Risk Management has been a truck insurance provider for over 25 years. We are trucking insurance experts; trucking Insurance is all we do. We have been recognized as one of the nation's leading Truck Insurance Brokerages. Our mission is to provide every one of our clients The Right Truck Insurance at the Right Price.

Reasons Producers Love Working at Cavallino Risk Management

• We provide 7-9 qualified leads per day ready to buy insurance.
• CRM leads are actively engaged in the buying process for their renewal.
• CRM’s Marketing Team has direct access to Insurance Company Underwriters.
• CRM’s Marketing Team turns around quotes in 24-72 hours with the most preferred Insurance Companies.
• Same day quotes and sales with CRM’s Online Quoting Team for immediate sales.
• CRM’s Marketing Team has on average 5 - 9 A-Plus Rated Insurance Co. in every state.
• Ability to sell in over 18 states, including 8 of the 10 largest trucking markets.
• Cavallino Risk CRM system is state of the art and industry leading, driving more sales your way.
• CRM’s Renewal Department handles all aspects of the renewal process from a to Z, all you must do is ask the insured which insurance company they want for their renewal.
• No travel
• Bonuses for meeting and exceeding sales goals
• Retention bonus for renewal ratio

Position Responsibilities

• Ability to follow up on leads as they are assigned to you from CRM’s marketing team
• Use CRM’s Cutting-edge CRM System, Agency Zoom
• Use AZ to establish contact and schedule phone appointments.
• Utilize AZ texting and Email campaigns to follow up with prospects and future sales
• Video Conference with prospective clients
• Promote and market Cavallino Risk “The Right Truck Insurance at the Right Price” ®
• Work with existing clients to perform annual reviews
• Conduct sales presentations with the intent of providing “The Right Truck Insurance at the Right Price” ®
• Solicit referrals from clients and introducing their referrals to how CRM’s method of marketing their insurance developed over the past 25 years usually results in substantially reducing their insurance costs.  

Position Qualification Requirements

• Must be P&C licensed in at least 1 state
• Ability to pass a background check
• Meet state continuing education requirements
• Advanced computer competency, MS Office (Word, Excel, Teams), Online Raters from several insurance companies
• Demonstrate great customer service skills
• Excellent presentation skills
• Analytical skills to determine prospective client needs
• Ability to work in an office environment

Physical Requirements

• Prolonged periods of sitting or standing at a desk
• Prolonged periods of looking at computer screens and working on a computer.
• Must be able to lift 10-25 pounds at times.

This is not necessarily an all-inclusive list of job-related responsibilities, duties, skills, efforts, requirements or working conditions. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned.

All job requirements are subject to possible revision to reflect changes in the position requirements or to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a threat or risk to the health and safety of themselves or other employees. This job description in no way states or implies that these are the only duties which will be required in this position. Employees will be required to follow other job-related duties as requested by their supervisor/manager (within guidelines and compliance with Federal and State Laws). Continued employment remains on an “at-will” basis.

Equal Opportunity Statement

This job description is for an at-will position. We are committed to the principles of equal employment. We are committed to complying with all federal, state, and local laws providing equal employment opportunities and all other employment laws and regulations. We intend to maintain a work environment that is free of harassment, discrimination, or retaliation because of age, race, color, national origin, nationality, ancestry, creed, religion, sex, sexual orientation, pregnancy, marital status, civil union status, domestic partnership status, atypical hereditary cellular or blood trait, American flag display, physical or mental disability, genetic information, veteran status, uniformed service member status, or any other status protected by federal, state, or local laws. Our organization is dedicated to the fulfillment of this policy regarding all aspects of employment, including but not limited to recruiting, hiring, placement, transfer, training, promotion, rates of pay, and other compensation, termination, and all other terms, conditions, and privileges of employment.