The Producer is responsible for generating new commercial lines revenue and developing additional opportunities within existing client relationships. This role leads prospecting, discovery, and proposal development; collaborates with Account Managers, Account Executives, and carrier partners to place coverage; and supports retention through regular client stewardship meetings. Producers are expected to meet activity and sales goals, provide consultative guidance on risk management, and represent Oakbridge with professionalism in the marketplace.
- Prospect for new commercial lines opportunities through networking, referrals, centers of influence, and outbound outreach
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Conduct fact-finding meetings to understand client operations, exposures, and insurance needs
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Develop, present, and sell tailored insurance and risk management proposals; negotiate terms and close new business
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Meet activity and sales goals established with leadership; maintain accurate pipeline and production reporting
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Partner with marketing and carrier representatives to obtain indications, quotes, and placements that meet account quality and size standards
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Coordinate with the service team to ensure smooth onboarding, renewal planning, and ongoing account servicing
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Perform periodic service and goodwill calls and participate in regular client stewardship meetings to support retention
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Identify cross-sell and coverage enhancement opportunities within existing accounts
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Collaborate with Life, Health, Benefits and Personal Lines producers on joint opportunities and lead sharing
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Participate in sales meetings, professional development, and community/industry events to strengthen Oakbridge’s presence and carrier relationships
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Active Property & Casualty Insurance License (required or ability to obtain)
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Demonstrated success in consultative sales and client relationship management
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Strong working knowledge of commercial property & casualty products, coverages, and risk management concepts
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Excellent written and verbal communication skills; able to explain complex coverage information clearly
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Strong organization, attention to detail, and ability to manage multiple priorities in a fast-paced environment
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Professional, team-oriented attitude and commitment to representing Oakbridge positively
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Proficiency with Microsoft Office Suite (Word, Excel, Outlook) and comfort using CRM/agency systems
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Ability to travel locally and visit clients and prospects as needed
- Bachelor’s degree in business, finance, or a related field (preferred)
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5+ years of commercial property & casualty insurance agency sales experience (preferred)
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Professional designation (e.g., CIC, CPCU, CRM) is highly desirable
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Property, Casualty, Life and Health license is a plus
Deeply Rooted to Serve
Oakbridge Insurance Agency is a new kind of insurance and risk management agency with the mission to transform and elevate the way business is done in our industry.
For over 100 years, the founding firms of Oakbridge worked alongside each other in small towns and cities throughout the Southeast, cultivating similar company cultures and best practices, and earning each other's respect in the industry. They envisioned a way to impact the future of insurance and formed Oakbridge Insurance Agency on January 1, 2021. Since forging this different path, we are proud to have added additional partners to Oakbridge who reflect our vision, demonstrate our core values, and share our commitment to doing what is right for our friends and neighbors.
Our most important asset is our people. We offer a friendly and flexible work environment and offer first-class benefits to meet the needs of you and your family. Benefits include a 401k plan with immediate participation, company match, and immediate 100% vesting. Company-paid benefits include life insurance and short- and long-term disability. We have a strong health insurance plan and many supplemental, voluntary offerings.
Oakbridge Insurance is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Oakbridge Insurance makes hiring decisions based solely on qualifications, merit, and business needs at the time.
For more information visit our website:
Deeply Rooted Insurance Agency | Oakbridge Insurance - Oakbridge Insurance
