Insurance Producer Job at Truliant Federal Credit Union in Greenville

Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves.

Our Promise to Our Teammates : Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do.

Purpose of the Job

The Insurance Producer is responsible for generating new business and expanding our insurance portfolio, covering both commercial and personal lines clients with a focus on both Small Business and Personal Lines production. This role requires a solid background in insurance sales, strong networking and relationship-building skills, and a passion for delivering exceptional customer service.

Essential Functions and Responsibilities

Prospects and generates new leads through various channels, including cold calling, networking events, referrals, and targeted marketing strategies, with a focus on both small business owners and individuals. Builds and maintains relationships with business owners, decision-makers, and individual clients to understand their insurance needs and provide tailored solutions. Conducts thorough risk assessments for both small business and personal lines clients, gathering relevant information to accurately evaluate needs and recommend comprehensive coverage. Prepares and presents insurance proposals, explaining coverage options, terms, and pricing clearly for both commercial and personal lines clients. Works with insurance carriers to obtain competitive quotes and negotiate favorable terms and pricing on behalf of clients in both commercial and personal segments. Closes sales and secure new accounts across both small business and personal lines, meeting or exceeding sales targets and revenue goals. Develops and implements strategic sales plans targeting specific industries, segments, or geographic areas for business growth, encompassing both small businesses and personal lines opportunities. Stays informed on industry trends, emerging risks, and regulatory changes affecting insurance in both commercial and personal lines, providing valuable insights and recommendations to clients. Maintains accurate client records, policy documentation, and sales activity reports in the agency management system. Works closely with the service team to ensure a smooth transition of new accounts, providing ongoing support to both small business and personal lines clients. Fosters strong relationships with insurance carriers, underwriters, and other industry professionals across both segments to stay informed about market conditions, products, and changes in underwriting guidelines. Attends industry conferences, seminars, and training sessions to enhance knowledge and skills in both commercial and personal lines sales. Collaborates with marketing and business development teams to create and implement effective marketing strategies and campaigns targeting both small businesses and individuals. Stays informed about competitors' products, pricing, and sales strategies to maintain a competitive edge in both the commercial and personal lines markets. Provides exceptional customer service and support to clients throughout the sales process and beyond.

Other Duties and Responsibilities

• Assists with other tasks and projects as assigned.
• Performs special projects at management's request.

Knowledge, Skills, and Abilities

Physical Requirements

Education and Background

If you have a passion for member service and would like to invest in a meaningful career with opportunity for growth, we encourage you to apply to Truliant!

As a member of the Truliant family, you will enjoy the following full time benefits :