Insurance Commercial Lines Producer

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The Position

Insurance Commercial Lines Producer

Job Description

SUMMARY : The Producer is responsible for prospecting, soliciting, and selling new commercial accounts. Continuing to counsel and market to existing clients professionally is another essential function of the position. Specific sales goals and service responsibilities are determined during the yearly planning process for this position. Meets service and sales standards of volume with timeliness and quality.

Essential Functions :

• New Sales
• Identifies and develops insurance prospects and appropriate markets.
• Responds to referrals quickly and effectively.
• Prequalifies insurance prospects for insurability and quality of risk.
• Creates and maintains clients or prospect lists.
• Designs insurance plans and recommends coverages to clients.
• Surveys loss exposures, needs, and possible uninsurable or difficult to insure exposures for clients.
• Makes sales presentations to prospective and existing clients on new and renewal business.
• Assists AE with applications and related documentation.
• Develops, follows, and completes sales objectives.
• Educates clients concerning agency payment expectations and cancellation procedures.
• Acknowledges non-standard coverage limitations and binding restrictions to document files and lower E&O exposures.
• Asks for referrals from insureds to help generate new business.

Retention and Continuous Marketing :

Personal and Organizational Development :

Knowledge, Skills, and Abilities :

All Locations : Austin-Seven Oaks, Edmond, Plano-Parkwood

If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at HR@firstunitedbank.com for assistance.

First United is an Equal Opportunity Employer. To the extent required by law, we do not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.

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