Jobs · Business Development · Wisconsin

Insurance Producer II - Commercial

First Mid · Janesville, WI · 3 wk ago
Business DevelopmentFull-time
We need to output HTML fragment with sections: About the role? The posting includes description: "Serves as key relationship manager for First Mid Insurance Group and responsible for securing new business and retaining existing property and casualty insurance clients." That's about role. Then responsibilities list. Then qualifications (Education/Experience, Skills). Then benefits (Total Rewards). Also mention eligibility states (Illinois, Wisconsin, Iowa) maybe as location note. Should we include a "Location" section? Not required but we can include as a short paragraph. The instruction: include a section ONLY when posting has real, specific content. So we can include a paragraph about eligible states. We must not repeat job title. No headings for Job ID. Use

for section headings: About the role, Responsibilities, Requirements (or Qualifications), Skills, Benefits, Pay, Schedule. We have no explicit Pay or Schedule details; we should not create those sections unless posting actually states them. The posting mentions base salary component, discretionary short-term incentives, but no exact numbers. It says "Exact compensation is determined by factors such as..." Not a specific pay range. Should we include Pay section? The instruction: never create Pay/Schedule/Benefits sections unless the posting actually states them. It does mention compensation components but not specific numbers. It says "base salary is one component..." and "may be eligible for additional compensation". That's still compensation info but not a specific figure. The rule says: never emit a heading followed by filler/placeholder text (e.g., "commensurate with experience", "not specified", "N/A", "varies", "TBD"). Since we don't have specific numbers, we should not create a Pay section. Similarly Schedule not mentioned. So we omit Pay and Schedule. Benefits: we have details: comprehensive healthcare, well-being benefits, paid family leave, generous PTO, banking perks, tuition reimbursement, Employee Stock Purchase Plan, 401K with match, etc. So we can create Benefits section. We also have "Total Rewards: Competitive health, dental & vision coverage with HSA match 401(k) with employer match + Employee Stock Purchase Plan Generous PTO, paid holidays & parental leave Tuition reimbursement & performance-based bonuses". That's benefits. We'll create sections: About the role (paragraph), Responsibilities (ul), Qualifications (maybe combine Education/Experience and Skills? Could have Qualifications heading with subpoints? But instruction: use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we could have Qualifications heading for education/experience, and Skills heading for skills. Or combine under Qualifications? Better to follow examples: have Qualifications and Skills separate. So we will have Qualifications (education/experience) and Skills. Thus sections: About the role, Responsibilities, Qualifications, Skills, Benefits. Add a paragraph for eligible states maybe under About the role or separate? Could be a short paragraph after About the role: "Eligible states: Illinois, Wisconsin, Iowa." Could be its own heading? Not in list. Probably just a paragraph. We must not include boilerplate like EEO, etc. Remove that. Now craft HTML. We need to preserve all substantive information. Let's extract. About the role: "Serves as key relationship manager for First Mid Insurance Group and responsible for securing new business and retaining existing property and casualty insurance clients." Responsibilities list: bullet points: - Serves as commercial lines insurance broker. - Manages significant book of business resulting from personal efforts. - Regularly meets or exceeds aggressive annual sales targets. - May have CSR or other administrative staff assigned to assist with account retention or new business development efforts (as approved by management). - Generates prospects for new business including those through First Mid channels. - Meets with the prospects to build a relationship, gather underwriting information, deliver proposal, and win the business. - Primarily responsible for relationship management, new business development and client account retention. - Serves as backup to administrative staff in meeting current customer needs. - Develop and maintain a working relationship with team members and various carrier representatives as needed. - Complete training and maintain licensing associated with job function - Performs related duties as needed. Qualifications (Education/Experience): "The position requires a minimum of a bachelor’s degree or the equivalent as well as prior successful sales and account management experience. Proven sales success in insurance industry as well as a minimum of 5 years’ experience in insurance production required." Skills: list: - Very strong interpersonal skills including ability to sell - Strong oral and written communication skills including computer literacy. - Very strong analytical skills including the ability to identify customer needs & insurance solutions. - A valid Illinois driver's license. - May be required to work earlier or later than the normal workday. - May require work outside the office, extended hours or customer visits. Benefits: list: - Comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. - Banking perks, tuition reimbursement, an Employee Stock Purchase Plan, and a 401K plan with company match. - Competitive health, dental & vision coverage with HSA match - 401(k) with employer match + Employee Stock Purchase Plan - Generous PTO, paid holidays & parental leave - Tuition reimbursement & performance-based bonuses But note some duplication: The earlier sentence mentions comprehensive healthcare etc. Then later "Total Rewards:" repeats similar. We'll combine but preserve all. We should not repeat same info verbatim? It's okay to keep but maybe deduplicate. The instruction: preserve ALL substantive information; do NOT invent or summarize away detail. So we should keep all details, even if somewhat repetitive. But we can combine similar items into a single bullet to avoid duplication while preserving info. However that could be considered summarizing? It's okay to combine as long as we don't lose detail. Safer to list each distinct benefit. Let's list distinct benefits: - Comprehensive healthcare - Well-being benefits - Paid family leave - Generous paid time off (PTO) - Banking perks - Tuition reimbursement - Employee Stock Purchase Plan - 401K plan with company match - Competitive health, dental & vision coverage with HSA match (some overlap with healthcare) - 401(k) with employer match + Employee Stock Purchase Plan (duplicate) - Generous PTO, paid holidays & parental leave (duplicate of PTO and paid family leave) - Tuition reimbursement & performance-based bonuses (duplicate tuition reimbursement, plus performance-based bonuses) We have performance-based bonuses not mentioned earlier besides discretionary short-term incentives. So we should include performance-based bonuses. We'll create a benefits ul with items: - Comprehensive healthcare - Well-being benefits - Paid family leave - Generous paid time off (PTO) - Banking perks - Tuition reimbursement - Employee Stock Purchase Plan - 401K plan with company match - Competitive health, dental & vision coverage with HSA match - 401(k) with employer match + Employee Stock Purchase Plan - Generous PTO, paid holidays & parental leave - Performance-based bonuses But there is duplication; maybe we can keep as is but it's okay. Alternatively we could keep the original sentences as

for prose and

    for list where appropriate. The benefits could be a

    summarizing but we need to use

    • for any list of duties/requirements/benefits. So we need to make a list. Thus we will create a
        with each distinct benefit as
      • . We'll try to avoid exact duplicates but keep all info. Let's extract from text: "Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, tuition reimbursement, an Employee Stock Purchase Plan, and a 401K plan with company match." Then later: "Total Rewards: Competitive health, dental & vision coverage with HSA match 401(k) with employer match + Employee Stock Purchase Plan Generous PTO, paid holidays & parental leave Tuition reimbursement & performance-based bonuses" So we have: - comprehensive healthcare - well-being benefits - paid family leave - generous paid time off - banking perks - tuition reimbursement - Employee Stock Purchase Plan - 401K plan with company match - Competitive health, dental & vision coverage with HSA match - 401(k) with employer match + Employee Stock Purchase Plan - Generous PTO, paid holidays & parental leave - Tuition reimbursement (again) - performance-based bonuses We can combine duplicates: tuition reimbursement appears twice; we can keep one. Employee Stock Purchase Plan appears twice; keep one. 401K plan with company match and 401(k) with employer match + Employee Stock Purchase Plan: the latter includes both 401k match and ESPP; we already have ESPP separate, 401k match separate. So we can keep 401k with employer match. Generous PTO, paid holidays & parental leave: we have generous paid time off, paid family leave, and paid holidays. So we can keep separate items: generous paid time off (PTO), paid holidays, paid family leave. Thus final benefits list: - Comprehensive healthcare - Well-being benefits - Paid family leave - Generous paid time off (PTO) - Paid holidays - Banking perks - Tuition reimbursement - Employee Stock Purchase Plan - 401K plan with employer match - Competitive health, dental & vision coverage with HSA match - Performance-based bonuses That seems to capture all. Now location: "We are only able to consider candidates residing in our current footprint. Eligible states include Illinois, Wisconsin, and Iowa." We'll add a paragraph. Now produce HTML. Structure:

        About the role

        Serves as key relationship manager for First Mid Insurance Group and responsible for securing new business and retaining existing property and casualty insurance clients.

        Eligible states: Illinois, Wisconsin, Iowa.

        Responsibilities

        • Serves as commercial lines insurance broker.
        • Manages significant book of business resulting from personal efforts.
        • Regularly meets or exceeds aggressive annual sales targets.
        • May have CSR or other administrative staff assigned to assist with account retention or new business development efforts (as approved by management).
        • Generates prospects for new business including those through First Mid channels.
        • Meets with the prospects to build a relationship, gather underwriting information, deliver proposal, and win the business.
        • Primarily responsible for relationship management, new business development and client account retention.
        • Serves as backup to administrative staff in meeting current customer needs.
        • Develop and maintain a working relationship with team members and various carrier representatives as needed.
        • Complete training and maintain licensing associated with job function.
        • Performs related duties as needed.

        Qualifications

        The position requires a minimum of a bachelor’s degree or the equivalent as well as prior successful sales and account management experience. Proven sales success in insurance industry as well as a minimum of 5 years’ experience in insurance production required.

        Skills

        • Very strong interpersonal skills including ability to sell
        • Strong oral and written communication skills including computer literacy.
        • Very strong analytical skills including the ability to identify customer needs & insurance solutions.
        • A valid Illinois driver's license.
        • May be required to work earlier or later than the normal workday.
        • May require work outside the office, extended hours or customer visits.

        Benefits

        • Comprehensive healthcare
        • Well-being benefits
        • Paid family leave
        • Generous paid

Similar jobs