Insurance Producer

Description

• Foster referral relationships with all real estate personnel including agents, office managers and mortgage brokers to maximize sales opportunities. (20-25%)
• Follow the company HR Policy, the Code of Business Conduct and all subsidiary and department policies and procedures, including protecting confidential company information, attending work punctually and regularly, and following good safety practices in all activities.
• Market and sell personal lines insurance policies. Proactively contact all leads to recommend appropriate insurance, quote and place coverage. Identify and assess client risk exposures. (65‑75%)
• Establish and maintain positive and productive work relationships with all staff, customers and business partners.
• Provide work direction as appropriate to new business specialists to ensure all aspects of client on-boarding are completed properly and in a timely manner. (0-5%)
• Actively monitor and report to management any circumstances that may lead to a potential or actual insurance errors and omissions claim, DOI (department of insurance) or related complaints. (0-5%)
• Meet all performance and behavior expectations outlined in the company performance appraisal form or communicated by management.
• Remain current on industry trends and specific carrier underwriting requirements. Follow all company procedures and processing guidelines. (0-5%)

Requirements

• Associate’s degree or equivalent work experience and knowledge; bachelor’s degree preferred.
• Working knowledge of risk assessment and risk management techniques.
• Knowledge of real estate, title, and/or mortgage businesses preferred.
• Two years’ successful personal lines insurance sales experience.
• Excellent automation, time management, and organizational skills.
• Working knowledge of insurance agency operations, coverages, rates, markets and applicable insurance laws/codes.
• Appropriate state agent/broker personal lines insurance license.
• Excellent sales and marketing skills.
• Excellent oral, written and interpersonal skills.
• Excellent analytical, problem-solving and decision-making skills.
• Ensure license remains current to include taking CEUs as needed in a timely manner. (0-5%)

Benefits

Training + Development

Interview process

Visa Sponsorship

Security clearance