Production Agent

About the role

We are seeking a dedicated Production Agent to design and implement risk management programs for personal lines, commercial select (under $3,000 in revenue), and individual Life & Health clients. In this role, you will retain and service a dedicated book of business, ensuring clients receive exceptional service and comprehensive coverage.

Responsibilities

• Solicit and cultivate qualified prospects, schedule appointments, complete applications, and make sales presentations for clients under $3,000 in agency revenue.
• Pass on warm client leads outside your experience/expertise to a Sales Executive or Sales Leader and cultivate relationships throughout the sales pipeline.
• Design and implement risk management programs for clients, directing the use of all FNIC resources.
• Coordinate resolution of claim coverage issues, appraisals, and audits while keeping clients fully informed.
• Arrange payment terms for accounts in accordance with agency credit and collections policy.
• Stay abreast of industry trends and techniques to maintain a competitive edge.
• Review and analyze client-related contracts, recommend coverage modifications, and eliminate gaps to reduce E&O exposure.
• Actively participate in professional and community organizations to promote the agency and insurance industry.
• Manage customer service accountabilities on a book of business while meeting department service standards.
• Oversee the new business and renewal process, negotiate terms, review quotes, prepare proposals, and bind coverage.
• Service accounts by preparing proposals, issuing certificates and auto ID cards, processing endorsements, audits, binders, and maintaining account tasks.
• Promptly invoice all premium-bearing transactions and review policies upon receipt for timely customer service.
• Respond promptly to customer questions and requests for assistance.
• Communicate necessary information to clients, carriers, and agency team members.
• Maintain electronic account files and incorporate agency management system capabilities into daily workflow.
• Prioritize workload to meet objectives and request assistance from management when necessary.
• Perform quality reviews as requested and comply with quality program requirements.
• Follow agency and department procedures as outlined by management.
• Maintain effective working relationships with insurance company representatives.
• Ensure confidentiality in handling sensitive information, including Protected Health Information (PHI).
• Maintain and develop technical knowledge through newsletters, bulletins, seminars, trade publications, or other educational opportunities.
• Maintain regular and consistent attendance.
• Complete special projects and duties as assigned.

Requirements

• High school diploma or equivalent required; associate’s or bachelor’s degree preferred.
• Valid Driver's License.
• Resident Property and Casualty Agent’s license and/or Life & Health Agent’s license.
• 5 or more years of professional experience; 3 years of insurance experience preferred.
• CIC, CPCU, or similar designations (AAI, CRIS, AU) preferred.
• Excellent verbal and written communication skills.
• Strong organizational skills.
• Proficient in Microsoft Office products (Outlook, Word, Excel) and agency automation software.
• Knowledge of department workflows and procedures.
• Ability to teach and mentor others in account servicing.
• Proficient in office equipment such as computers, calculators, copiers, phones, and fax machines.
• Strong respect for confidentiality.
• Regular and consistent attendance.
• Ability to observe safety and security procedures and use equipment properly.
• Ability to conform with and abide by all workplace policies, work procedures, and instructions.
• Ability to establish and maintain effective working relationships with employees and external contacts.

Benefits

• Competitive pay reflecting experience, expertise, and value.
• Health, dental, and vision insurance.
• HSA with employer contributions.
• 401(k) match.
• Employer-paid disability coverage and life insurance.
• Freestyle PTO and flexible telecommuting options.
• Dress-for-your-day policy.
• Tuition reimbursement and training opportunities for career growth.
• Access to mental health support through EAP.
• Virtual fitness classes and in-office gym access (Omaha).
• Culture prioritizing connection, fun, and collaboration.