Insurance Producer

Overview

Sell personal/commercial insurance, assess risk, build referrals, meet sales goals.

Key Responsibilities

• policy sales
• lead outreach
• risk assessment
• referral partnerships
• compliance monitoring
• team guidance

Tasks

-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%) -Remain current on industry trends and specific carrier underwriting requirements. Follow all company procedures and processing guidelines. (0-5%) -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. -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%) -Foster referral relationships with all real estate personnel including agents, office managers and mortgage brokers to maximize sales opportunities. (20-25%) -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%) -Meet all performance and behavior expectations outlined in the company performance appraisal form or communicated by management.

Requirements

• risk assessment
• personal lines
• insurance license
• sales experience
• analytical
• associate degree

What You Bring

-Working knowledge of risk assessment and risk management techniques. -Two years’ successful personal lines insurance sales experience. -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. -Excellent sales and marketing skills. -Knowledge of real estate, title, and/or mortgage businesses preferred. -Appropriate state agent/broker personal lines insurance license. -Excellent automation, time management, and organizational skills. -Excellent analytical, problem-solving and decision-making skills. -Excellent oral, written and interpersonal skills. -Associate’s degree or equivalent work experience and knowledge; bachelor’s degree preferred.

People Also Searched For

About Homeservices Of America

-Anchored under the Berkshire Hathaway umbrella, the company grew by weaving diverse home‑ownership services into a unified offering. -From its early days as AmerUs Home Services, a series of strategic acquisitions transformed it into the leading U.S. residential brokerage by transaction volume. -Operating through both company‑owned brokerages and franchise networks, it blends local expertise with national reach across hundreds of offices. -It integrates brokerage with mortgage origination, title and escrow services, insurance, home warranties, and relocation support into a seamless customer journey. -Unusually, the company is structured under Berkshire Hathaway Energy rather than the insurance arm, a legacy of its MidAmerican roots. -Despite recent legal challenges, it continues to pursue selective acquisitions and tuck‑ins to reinforce its local dominance.

Sector Specialisms