Insurance Producer

Description

• Establish and maintain positive and productive work relationships with all staff, customers and business partners.
• 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%)
• Meet all performance and behavior expectations outlined in the company performance appraisal form or communicated by management.
• 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.
• 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%)
• Remain current on industry trends and specific carrier underwriting requirements. Follow all company procedures and processing guidelines. (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%)

Requirements

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

Benefits

Training + Development

Interview process

Visa Sponsorship

Security clearance