Commercial Insurance Sales Producer

Heartland Security Insurance GroupTexas, TX

About The Position

Hibbs-Hallmark & Co. Insurance is a diversified risk management company providing a complete portfolio of services including custom-designed traditional insurance and self-insurance programs, loss control, and claims administration. Our ability to be innovators in the industry has enabled us to become one of the largest risk management firms in the Southwest, with offices in Tyler, Dallas, Forney, Austin, Houston, and San Antonio. We will continue to work hard to earn business and provide our clients with the highest possible level of service and expertise. Hibbs-Hallmark & Co. Insurance is licensed in all fifty (50) states.

Requirements

  • High School Diploma
  • At least 5 years of sales experience
  • High degree of self-discipline and motivation.
  • Excellent communication skills both oral and written.
  • Well-groomed and neat appearance essential.
  • Holds required and appropriate insurance agent’s license.
  • Above average organizational and time management skills.
  • Must be licensed driver in compliance with agency’s requirement regarding motor vehicle record.

Nice To Haves

  • Technical education (CIC, CPCU, company courses) helpful and willingness to continue education essential.
  • College Degree in Risk Management and Insurance, Business or related field.
  • Holds a CIC or CPCU designation
  • Knowledge of employee benefits sales techniques.
  • Ability to multi-task multiple priorities.
  • Proficient in Microsoft Office Suite of products.
  • Ability to work well with others.

Responsibilities

  • Solicit new commercial accounts in order to meet new business production goals set forth annually by the Sales Manager.
  • Follow agency directives and develop a profitable book of business.
  • Maintenance of existing customers by providing an excellent level of customer service.
  • Stay informed of industry developments through review of trade press and by attending company training and sales meetings.
  • Promote the agency and insurance industry in the community.
  • Pursue a program for personal and professional development.
  • Improve Insurance Company relationships through company contacts.
  • Serve clients as a trusted advisor and provide insurance counsel as appropriate or as required by client.
  • Perform other specific duties and projects as assigned by Sales Manager.
  • Quotation of New or Renewal Business – To make sure we utilize our qualified staff in the process of quoting new and renewal business.
  • Customer Service - To make sure we use our qualified staff to assist in handling customer service issues
  • The Account Executive is 100% responsible for collecting the initial premium on the account.
  • The Account Executive is 100% responsible for obtaining the annual premium or the deposit and signed premium finance note for all renewals.
  • No renewal will be granted to a customer with a past due balance.
  • No surplus lines coverages will be bound without the collection of premium!
  • In a quotation it is mandatory that a HHC credit document be attached showing the annual premium amount/or deposit for premium financed policies.
  • All endorsement, installment, and reporting premiums are due upon receipt by the insured.
  • The Account Executive is 100% responsible for bad debts in reference to deposit or annual premiums on both renewal and new business and for any bad debts due to deviations from defined HHC credit procedures.
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