Insurance Producer

Job Duties And Responsibilities (Essential Job Functions)

• 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.
• Foster referral relationships with all real estate personnel including agents, office managers and mortgage brokers to maximize sales opportunities.
• 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.
• 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.
• Remain current on industry trends and specific carrier underwriting requirements.
• Follow all company procedures and processing guidelines.
• Ensure license remains current to include taking CEUs as needed in a timely manner.

Qualifications

• Education: Associate’s degree or equivalent work experience and knowledge; bachelor’s degree preferred.
• Experience: Two years’ successful personal lines insurance sales experience.
• Knowledge and Skills: Excellent sales and marketing skills; working knowledge of insurance agency operations, coverages, rates, markets and applicable insurance laws/codes; excellent analytical, problem-solving and decision-making skills; excellent oral, written and interpersonal skills; excellent automation, time management, and organizational skills; knowledge of real estate, title, and/or mortgage businesses preferred; appropriate state agent/broker personal lines insurance license.