Insurance Personal Lines Producer

We need to output HTML fragment with sections: headings

for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to include only sections with real content. The posting includes description of role, duties, employee specifications (education, experience), technical competencies, performance expectations. No explicit Benefits, Pay, Schedule. So we should not create those sections. We need sections: maybe "About the role" (intro paragraph), "Responsibilities" (list of duties), "Requirements" (education and work experience), "Qualifications" maybe combine with technical competencies? The instruction: Use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We can choose which to include based on content. We have content for About the role (first paragraph). Responsibilities (list). Requirements (Education and Work Experience). Qualifications (maybe Industry designation etc). Skills (Technical and Functional Competencies). Performance Expectations could be under Skills or separate? Could be "Performance Expectations" but not in list; we could put under Skills or maybe as its own section but not in allowed list? The instruction says use those headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings, but suggests those as examples. Safer to stick to those. We can map content: About the role (intro). Responsibilities (list of duties). Requirements (Education and Work Experience). Qualifications (Industry designation, willingness, etc). Skills (Technical and Functional Competencies). Performance Expectations maybe could be part of Skills or Responsibilities? But we could add a section "Performance Expectations" if we want, but not in list; maybe okay but risk. Better to incorporate performance expectations into Skills or Responsibilities? The instruction: "Use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It implies we can use those headings; not that we cannot use others, but we should follow the pattern. I'd include those six possible sections if content exists. We have content for About the role, Responsibilities, Requirements, Qualifications, Skills. No Benefits, Pay, Schedule. So we output those five sections. We need to preserve all substantive information, not invent or summarize away detail. Use

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

  for prose. We need to extract details. Let's parse the posting. 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 prose for About the role. Responsibilities: The section "Major Duties And Responsibilities (essential Functions)" then bullet-like sentences separated by periods. We need to make a list. Items: - 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. We need to keep all. Also note "Some Travel may be required." as a bullet. Requirements: Education And Work Experience section: - 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. Also note "Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions." That's a note but could be included as prose under Requirements? It's not a requirement but a statement. Might be included as a paragraph. Qualifications: maybe we treat the "Industry designation, or willingness to obtain a designation, preferred." as part of Qualifications. But we already used that in Requirements. Actually the posting has "Education And Work Experience" then "TECHNICAL AND FUNCTIONAL COMPETENCIES" then "PERFORMANCE EXPECTATIONS". There's no separate "Qualifications" heading. However we can create a Qualifications section for things like "Industry designation, or willingness to obtain a designation, preferred." and maybe "College degree preferred." But those are already in Education. Hmm. We could map: Requirements = Education And Work Experience. Qualifications = maybe "Industry designation, or willingness to obtain a designation, preferred." plus "Personal Lines insurance and industry knowledge preferred." but those are also in Education. Actually Education And Work Experience includes: 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. Thus we could put all those under Requirements. Then Qualifications could be empty; we should not create empty section. So we skip Qualifications. Skills: 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. 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. We could incorporate Performance Expectations into Skills or as a separate section "Performance Expectations". Since not in the example list but we could still use

  for it; the instruction didn't forbid other headings, just gave examples. I'd include it as a section to preserve all info. But we need to decide: The instruction says "Use

  for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It implies we should use those headings for sections. It doesn't say we cannot use other headings, but to be safe, we could map Performance Expectations under Skills or Responsibilities. However the content is distinct; maybe we can add a section "Performance Expectations" as it's substantive and we want to preserve. The instruction didn't forbid; it just gave examples. I'd include it. Thus sections: About the role, Responsibilities, Requirements, Skills, Performance Expectations. We need to avoid boilerplate: Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. At the end there is: "NOTE: This job description is not intended to be all-inclusive... All Locations: Austin-Seven Oaks, Denison-Main, Moore, Plano-Parkwood, Sherman-Taylor Street, Tulsa 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. 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 boilerplate and application instructions. Also remove "All Locations:" line? That's location info; is that substantive? It's not a duty/requirement/benefit etc. Might be considered metadata; but it's not explicitly prohibited. The instruction: "Do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short

  or drop it." Location could be considered minor metadata; we could fold into a short p or drop. Probably drop it to keep focused. Also the note about job description not all-inclusive and other related duties as assigned - that's boilerplate; we should drop. Also the EEO statement drop. Also the disability assistance email drop (application instruction). So we keep only the core description. Thus final HTML:

  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.

  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.
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