Insurance Producer

HomeServices of America

9h•Onsite

About The Position

The Insurance Producer is responsible for assessing client's risk exposure on personal and/or commercial property, making appropriate recommendations, and placing coverage to address those risks. This role involves marketing and selling personal lines insurance policies, proactively contacting leads, identifying and assessing client risk exposures, and fostering referral relationships with real estate personnel to maximize sales opportunities. The producer will also provide work direction to new business specialists, monitor and report potential insurance errors and omissions claims or complaints, and stay current on industry trends and carrier requirements. Additionally, the role requires maintaining a current agent/broker license and completing Continuing Education Units (CEUs) as needed.

Requirements

Two years’ successful personal lines insurance sales experience.
Excellent sales and marketing skills.
Working knowledge of insurance agency operations, coverages, rates, markets and applicable insurance laws/codes.
Working knowledge of risk assessment and risk management techniques.
Excellent analytical, problem-solving and decision-making skills.
Excellent oral, written and interpersonal skills.
Excellent automation, time management, and organizational skills.
Appropriate state agent/broker personal lines insurance license.

Nice To Haves

Knowledge of real estate, title, and/or mortgage businesses preferred.

Responsibilities

Market and sell personal lines insurance policies.
Proactively contact all leads to recommend appropriate insurance, quote and place coverage.
Identify and assess client risk exposures.
Foster referral relationships with all real estate personnel including agents, office managers and mortgage brokers to maximize sales opportunities.
Provide work direction as appropriate to new business specialists to ensure all aspects of client on-boarding are completed properly and in a timely manner.
Actively monitor and report to management any circumstances that may lead to a potential or actual insurance errors and omissions claim, DOI (department of insurance) or related complaints.
Remain current on industry trends and specific carrier underwriting requirements.
Follow all company procedures and processing guidelines.
Ensure license remains current to include taking CEUs as needed in a timely manner.
Perform any additional responsibilities as requested or assigned.