Property and Casualty Producer

Core Duties and Responsibilities

• Generate new Personal Lines and Small Commercial insurance business through referrals, networking, and partnership initiatives
• Conduct comprehensive insurance reviews to identify coverage gaps
• Develop customized insurance solutions that meet clients’ financial and risk management objectives
• Quote, present, negotiate, and close new business opportunities
• Cross-sell multiple insurance products to maximize client protection and retention
• Conduct both inbound and outbound sales calls
• Promote and cross-sell additional insurance products to existing clients
• Identify and pursue new business opportunities
• Partnership & Relationship Management
• Serve as the dedicated Property & Casualty representative for Hermann Sons Life members
• Build strong working relationships with Hermann Sons Life agents and staff
• Educate referral partners on available insurance products and referral processes
• Foster trust through exceptional responsiveness and consultative service
• Collaborate with leadership strategies to increase member engagement and insurance awareness
• Partnership & Community Development
• Develop and maintain referral relationships with:
• Hermann Sons Life agents
• Lodge leadership
• Community organizations
• Centers of influence
• Business owners
• Participate in member events, educational seminars, and community outreach activities
• Aid in insurance education presentations for members and prospects
• Support marketing initiatives designed to increase awareness of available insurance solutions
• Client Service & Account Management
• Provide exceptional service throughout the sales process and beyond
• Respond promptly to client inquiries and coverage questions
• Coordinate with agency service teams to ensure seamless onboarding and policy servicing
• Maintain accurate documentation within the agency management system and CRM
• Follow all underwriting, compliance, and carrier guidelines
• Operational Responsibilities
• Track sales activity and referral sources
• Maintain accurate production reports and pipeline management
• Meet or exceed performance metrics established by agency leadership
• Participate in sales meetings, training, and strategic planning initiatives
• Maintain all required licenses and continuing education requirements
• Field underwriting and rating for new accounts
• Prepare insurance quotes, make sales presentations and close new business
• Responsible for meeting deadlines
• Comply with insurance standards and regulations
• Follow up on prospects
• Documents and maintain records in agency management system
• Maintain a strong work ethic
• Follows PnPs such as for new business and renewals

  Minimum Qualifications

  • Minimum of 3 years’ experience in insurance sales
  • At least 2 years experience with small business commercial insurance sales
  • At least 2 years experience with personal lines insurance sales
  • High School diploma or equivalent required
  • Possess a current Texas General Lines Property & Casualty license and willing to obtain life and health license
  • Proven sales record
  • Strong communication and convincing skills

  Preferred Qualifications

  • Experience working in an embedded, affinity, or partnership distribution model
  • Existing network within the San Antonio business community
  • Bachelor's degree preferred
  • Experience with AMS360 or comparable agency management software
  • Experience conducting educational workshops or community presentations

  Ideal Candidate Profile

  • The ideal candidate is more than an insurance salesperson—they are trusted advisors and relationship builder who enjoys becoming embedded within an organization, collaborating with referral partners, educating clients, and helping families and businesses protect what matters most.

  Employee Compensation & Benefits

  • Base Salary
  • New business commissions
  • Renewal commissions
  • Medical Plan
  • Dental Plan
  • Vision Plan
  • 401k
  • Live Health Online
  • Life Insurance
  • Supplemental Benefits
  • Responsible Use PTO
  • Training
  • Employee Assistance Program
  • National Discounts & much more!