Insurance Producer

HomeServices of America•Wilmington, DE
•$19 - $24

About The Position

The Insurance Producer assesses clients’ risk exposures for personal and/or commercial property, recommends appropriate insurance, and places coverage to address those risks. The role markets and sells personal lines policies, proactively follows up with leads, and develops referral relationships with real estate professionals. It also provides work direction to new business specialists when appropriate, monitors and reports potential or actual errors and omissions claims and insurance-related complaints, and maintains current knowledge of industry trends, carrier underwriting requirements, company procedures, and licensing continuing education requirements. The producer is expected to meet company performance and behavior expectations, complete responsibilities with quality and professionalism within expected time frames, maintain productive relationships with staff, customers, and business partners, and take initiative in technical and professional development. The role also requires following company policies and procedures, protecting confidential information, attending work punctually and regularly, and observing good safety practices.

Requirements

  • Current insurance license; must complete continuing education units as needed to maintain it.
  • Ability to assess client risk exposures and recommend, quote, and place appropriate personal lines insurance coverage.
  • Ability to build productive referral relationships with real estate agents, office managers, and mortgage brokers.
  • Ability to follow company procedures, processing guidelines, and applicable policies.
  • Ability to communicate and work professionally with staff, customers, and business partners.

Responsibilities

  • Market and sell personal lines insurance policies; proactively contact leads, recommend insurance, quote and place coverage, and identify and assess client risk exposures.
  • Develop referral relationships with real estate personnel, including agents, office managers, and mortgage brokers, to maximize sales opportunities.
  • Provide work direction to new business specialists as appropriate to ensure client onboarding is completed properly and on time.
  • Monitor and report circumstances that may lead to potential or actual insurance errors and omissions claims, Department of Insurance matters, or related complaints.
  • Stay current on industry trends and carrier underwriting requirements, and follow company procedures and processing guidelines.
  • Maintain a current insurance license, including completing continuing education units as needed and on time.
  • Perform additional responsibilities as requested or assigned.
  • Meet company performance and behavior expectations and complete responsibilities to expected quality, professionalism, and timelines.
  • Maintain positive and productive relationships with staff, customers, and business partners; develop technical and professional skills.
  • Follow company HR policy, the Code of Business Conduct, and subsidiary and department policies and procedures; protect confidential information, attend work punctually and regularly, and follow good safety practices.

Benefits

  • Medical insurance
  • Health Savings Account
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Paid vacation (PTO)
  • 401(k) with employer match
  • Flexible Spending Account
  • Employee Assistance Program (EAP)
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