Insurance Producer

HomeServices of America•San Jose, CA

6d•$24 - $29

About The Position

The Insurance Producer assesses clients’ risk exposure on personal and/or commercial property, recommends appropriate coverage, and places insurance to address identified risks. The role primarily markets and sells personal lines policies, proactively contacts leads, quotes and places coverage, and builds referral relationships with real estate personnel. It also provides work direction to new business specialists as appropriate, monitors and reports potential or actual errors and omissions claims or insurance-related complaints, stays current on industry and carrier requirements, follows company procedures, and maintains an active license through continuing education as needed. The producer is expected to meet company performance and behavior expectations, deliver quality work professionally and within expected time frames, maintain productive relationships with staff, customers, and business partners, and pursue technical and professional development. The role also requires compliance with company policies, confidentiality practices, punctual attendance, and safety practices.

Requirements

Two years of successful personal lines insurance sales experience.
Associate’s degree or equivalent work experience and knowledge.
Appropriate state agent/broker personal lines insurance license.
Excellent sales and marketing skills.
Working knowledge of insurance agency operations, coverages, rates, markets, and applicable insurance laws and 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.

Nice To Haves

Bachelor’s degree preferred.
Knowledge of real estate, title, and/or mortgage businesses preferred.

Responsibilities

Market and sell personal lines insurance policies by proactively contacting leads, recommending appropriate insurance, quoting and placing coverage, and identifying and assessing client risk exposures.
Develop referral relationships with real estate agents, office managers, mortgage brokers, and other real estate personnel to maximize sales opportunities.
Provide work direction to new business specialists as appropriate to ensure client onboarding is completed properly and promptly.
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 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 with quality, professionalism, and within expected time frames.
Maintain positive and productive relationships with staff, customers, and business partners.
Follow company HR, conduct, department, confidentiality, attendance, and safety policies.