Insurance Personal Lines Producer

We need to output HTML fragment with sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. No job title heading. No metadata like Job ID. Remove boilerplate: EEO, legal, etc. Also remove duplicated lines, navigation, cookie, application instructions. Keep substantive info. We need to parse the posting. Content: - Intro paragraph: "The Personal Lines Producer is responsible for driving new business growth through the development, quoting, presentation, and closing of Personal Lines insurance opportunities. The position develops strong relationships with First United Bank partners, existing clients, prospects, and other referral sources. The Producer is accountable for achieving established production goals, managing the new-business pipeline, providing consultative insurance solutions, and delivering a high-quality customer and referral-partner experience." That's about the role. Then "Major Duties And Responsibilities (essential Functions)" list bullet points (though they are sentences separated by periods). We'll extract each duty as list items. List of duties: - Quotes, presents, delivers, and sells Personal Lines new business opportunities. - Meets or exceeds established monthly and annual new-business revenue, premium, policy-count, and/or activity goals. - Develops strong working relationships with First United bankers, mortgage teams, and other internal referral partners. - Responds promptly to incoming referrals and communicates the status and outcome of opportunities to referral partners. - Maintains an accurate new-business pipeline and documents prospect activity, referral sources, quote status, outcomes, and follow-up activity in the designated CRM and/or agency management system. - Proactively follows up on outstanding quotes and works to convert qualified opportunities into bound business. - Identifies opportunities to round accounts with home, auto, umbrella, recreational vehicle, flood, and other appropriate Personal Lines products. - Evaluates carrier options and recommends appropriate coverage based on exposures, coverage needs, underwriting eligibility, and carrier appetite. - Educates prospects on coverage options and differences using a consultative sales approach rather than competing solely on price. - Issues and sends Evidence of Insurance and completes policy issuance for new Personal Lines business. - Handles underwriting issues and requirements associated with new-business policies. - Ensures quotes, applications, documentation, disclosures, and policy issuance comply with carrier, agency, regulatory, and First United requirements. - Ensures complete documentation and a smooth transition of newly bound accounts to the appropriate service team. - Maintains and strengthens internal and external referral relationships. - Some Travel may be required. Then "EMPLOYEE SPECIFICATIONS" heading. Under that: "To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions." Then "Education And Work Experience" list: - State Resident Insurance License required. - High School Diploma or equivalent GED required. - College degree preferred. - Personal Lines insurance and industry knowledge preferred. - Industry designation, or willingness to obtain a designation, preferred. - Prior sales, insurance, banking-referral, or relationship-development experience preferred. Then "TECHNICAL AND FUNCTIONAL COMPETENCIES" list: - Proficiency with PC operating systems and Microsoft Office. - Experience with Applied Epic preferred. - Knowledge and experience with carrier websites and comparative rating platforms. - Ability to effectively use CRM and agency management systems to manage and document a new-business pipeline. - Strong written and verbal communication skills. - Strong relationship-building and consultative sales skills. - Effective sales, presentation, negotiation, and closing skills. - Strong organizational and time-management skills with the ability to manage a high-volume referral and prospect pipeline. - Ability to analyze customer exposures and explain coverage options clearly. - Demonstrated accountability for measurable sales and production goals. Then "PERFORMANCE EXPECTATIONS" list: - Achieves established new-business production goals and activity expectations. - Maintains timely follow-up and accurate pipeline documentation. - Provides responsive service and communication to prospects and referral partners. - Develops productive relationships with First United Bank and mortgage partners. - Maintains appropriate documentation, compliance, and quality standards throughout the sales and binding process. Then note: "NOTE: This job description is not intended to be all-inclusive. The employee may perform other related duties as assigned by the Supervisor to meet the ongoing needs of the organization." Then "All Locations: Austin-Seven Oaks, Denison-Main, Moore, Plano-Parkwood, Sherman-Taylor Street, Tulsa" Then "If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at HR@firstunitedbank.com for assistance." Then EEO boilerplate: "First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law." We need to remove EEO, legal, application instructions (the email for disability assistance maybe considered application instruction? It's about accommodation request; but it's still a kind of instruction. The instruction says: "If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at HR@firstunitedbank.com for assistance." That's an application instruction; we should remove it. Also remove EEO. Also remove "All Locations:" maybe considered location info; not a section heading; but it's substantive info about locations. Should we keep? It's not a standard section but could be included as a paragraph under maybe "About the role" or separate? The instruction says preserve ALL substantive information; do not invent or summarize away detail. So we should keep location list. Could be placed in a

after the intro. Also "NOTE: This job description is not intended to be all-inclusive..." is a note; we should keep it as a paragraph maybe. We need to decide sections. We have content for: - About the role (intro paragraph) - Responsibilities (the major duties list) - Requirements (Education And Work Experience) - Qualifications (maybe combine Education And Work Experience and Technical and Functional Competencies? Actually "Qualifications" could be education/experience; "Skills" could be technical and functional competencies. The instruction says use headings for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we need to map. We have: - About the role: intro paragraph. - Responsibilities: duties list. - Requirements: maybe Education And Work Experience (license, diploma, etc.) - Qualifications: maybe Industry designation, college degree preferred, etc. But we could also put education under Requirements and qualifications under Qualifications. However the posting lumps Education And Work Experience as a block; we could treat that as Requirements. Then Qualifications could be "Industry designation, or willingness to obtain a designation, preferred." plus maybe "Prior sales, insurance, banking-referral, or relationship-development experience preferred." Actually those are also under Education And Work Experience. Might be better to put all under Requirements. But we need to follow instruction: use sections only when posting has real specific content for it. We can decide to not create Qualifications if content overlaps; but we could still create Qualifications with content like "College degree preferred. Personal Lines insurance and industry knowledge preferred. Industry designation, or willingness to obtain a designation, preferred. Prior sales, insurance, banking-referral, or relationship-development experience preferred." That seems like qualifications. - Skills: Technical and Functional Competencies list. - Benefits, Pay, Schedule: posting does not mention any benefits, pay, schedule. So we should NOT include those sections. Thus we will output sections: About the role, Responsibilities, Requirements, Qualifications, Skills. Possibly also a note paragraph after sections. We need to ensure we don't repeat job title as heading. Good. We need to use

for section headings. Use

• for any list of duties/requirements/benefits, and

  for prose. We need to preserve all substantive information: include location list, note about job description not all-inclusive, maybe also the statement about reasonable accommodations (we kept that under Requirements? Actually it's under EMPLOYEE SPECIFICATIONS: "Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions." That's a substantive statement; we should keep it. Could be placed under Requirements as a paragraph. Also the statement: "To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required." That's also part of EMPLOYEE SPECIFICATIONS; we can keep as a paragraph under Requirements. Now we need to strip out boilerplate: EEO, legal, application instruction (disability email). Also remove "NOTE: This job description is not intended to be all-inclusive..."? That's not boilerplate; it's a note about the description; we should keep. Also remove "All Locations:" line? It's location info; keep as paragraph. Now structure:

  About the role

  The Personal Lines Producer is responsible for driving new business growth through the development, quoting, presentation, and closing of Personal Lines insurance opportunities. The position develops strong relationships with First United Bank partners, existing clients, prospects, and other referral sources. The Producer is accountable for achieving established production goals, managing the new-business pipeline, providing consultative insurance solutions, and delivering a high-quality customer and referral-partner experience.

  All Locations: Austin-Seven Oaks, Denison-Main, Moore, Plano-Parkwood, Sherman-Taylor Street, Tulsa

  Then Responsibilities:

  Responsibilities

  • Quotes, presents, delivers, and sells Personal Lines new business opportunities.
  • Meets or exceeds established monthly and annual new-business revenue, premium, policy-count, and/or activity goals.
  • Develops strong working relationships with First United bankers, mortgage teams, and other internal referral partners.
  • Responds promptly to incoming referrals and communicates the status and outcome of opportunities to referral partners.
  • Maintains an accurate new-business pipeline and documents prospect activity, referral sources, quote status, outcomes, and follow-up activity in the designated CRM and/or agency management system.
  • Proactively follows up on outstanding quotes and works to convert qualified opportunities into bound business.
  • Identifies opportunities to round accounts with home, auto, umbrella, recreational vehicle, flood, and other appropriate Personal Lines products.
  • Evaluates carrier options and recommends appropriate coverage based on exposures, coverage needs, underwriting eligibility, and carrier appetite.
  • Educates prospects on coverage options and differences using a consultative sales approach rather than competing solely on price.
  • Issues and sends Evidence of Insurance and completes policy issuance for new Personal Lines business.
  • Handles underwriting issues and requirements associated with new-business policies.
  • Ensures quotes, applications, documentation, disclosures, and policy issuance comply with carrier, agency, regulatory, and First United requirements.
  • Ensures complete documentation and a smooth transition of newly bound accounts to the appropriate service team.
  • Maintains and strengthens internal and external referral relationships.
  • Some Travel may be required.
  Then Requirements:

  Requirements

  To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • State Resident Insurance License required.
  • High School Diploma or equivalent GED required.
  Then Qualifications:

  Qualifications

  • College degree preferred.
  • Personal Lines insurance and industry knowledge preferred.