None

Career Paths

Having a clear vision of your priorities and goals is a crucial first step in creating the career that will yield the success you desire. Giving serious thought to the strategies that will move you toward those goals helps to develop a logical course of action for your career progression.

IIABSC has developed several career paths to get you started. For more information on the courses mentioned, just go to that course's particular webpage.

Commercial Lines Producer

Commercial Lines Producers sell insurance and present risk management solutions to new and current commercial clients. They identify and pre-qualify clients to provide leads for additional business. Producers contact prospective clients and explain the features and benefits of policies, as well as make recommendations on types of coverages needed based on an analysis of the prospects' circumstances.

Personal Lines Producer

Personal Lines producers work in the field marketing, soliciting, developing and servicing personal lines accounts. They contact prospective clients and explain the features and benefits of the polcies offered. They recommend coveages based on an analysis of the prospect's circumstances. They increase retention by cross selling, account rounding and upgrading coverage on existing accounts.

Commercial Lines CSR

Commercial Lines CSR's are responsible for servicing and maintaining existing accounts including quoting, policy inquiries, changes, and maintaining up to date information in the client's file. They prepare applications and perform follow-up with clients as needed. Many CSR's are responsible for account rounding and cross-selling activities. They build and maintain relationships with both clients and company partners.

Personal Lines CSR

Personal Lines CSR's are responsible for servicing and maintaining existing accounts including quoting, policy inquiries, changes, and maintaining up to date information in the client's file. They prepare applications and perform follow-up with clients as needed. Many CSR's are responsible for account rounding and cross-selling activities and are often the primary contact for the client. They build and maintain relationships with both clients and company partners.

default

Career Paths

Commercial Lines Producer

Personal Lines Producer

Commercial Lines CSR

Personal Lines CSR

Follow us