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.

Performance Expectations

• Meet all performance and behavior expectations outlined in the company performance appraisal form or communicated by management.
• Achieve desired results within expected time frames and with a high degree of quality and professionalism.
• Establish and maintain positive and productive work relationships with all staff, customers and business partners.
• Demonstrate the behavioral and technical competencies necessary to effectively complete job responsibilities.
• Take personal initiative for technical and professional development.
• 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.