Insurance Small Business Producer

First United Bank•Plano, TX

14h

About The Position

The Insurance Small Business Producer generates new commercial insurance business from qualified leads and referral sources. The role serves small business clients by assessing insurance needs, recommending commercial lines coverage, preparing quotes, and closing new business. It works closely with internal banking partners and other referral sources to support a seamless client experience and First United Bank’s growth objectives. The producer manages multiple prospects and an active pipeline, selects suitable carriers, builds coverage solutions, and uses a consultative approach to win business. The role also develops referral relationships and is responsible for meeting production objectives while complying with applicable regulations, licensing requirements, company policies, and carrier guidelines.

Requirements

At least 5 years of experience.
Experience quoting commercial lines business.
Active P&C producer's license.
Strong organizational skills.
Excellent verbal and written communication skills.
Exceptional interpersonal communication skills.
Ability to work independently on assigned tasks and accept direction on assigned work.

Nice To Haves

Bachelor’s degree preferred but not required.
Experience working in Applied Epic.

Responsibilities

Manage an ongoing pipeline of inbound leads and referrals from internal banking partners, Salesforce, and other approved channels.
Promptly contact prospective clients to assess insurance needs and identify commercial insurance opportunities.
Conduct client needs assessments and provide consultative recommendations aligned with business risks and coverage requirements.
Prepare, analyze, and present commercial insurance quotes using carrier platforms and underwriting resources.
Evaluate carrier options and recommend coverage based on client needs, pricing, and underwriting guidelines.
Negotiate, close, and bind new commercial insurance policies.
Transition newly bound accounts to the servicing team and communicate account information to support continuity of service.
Develop working relationships with banking partners, lenders, and referral sources to support lead generation and business development.
Provide referral partners with timely communication, updates, and professional consultation throughout the sales process.
Maintain complete and accurate prospect, client, and sales records in Salesforce and Applied Epic.
Monitor sales activity, pipeline progression, and production goals against established objectives.
Stay informed about commercial insurance products, carrier offerings, underwriting guidelines, and industry trends.
Comply with insurance regulations, licensing requirements, company policies, and carrier guidelines.
Complete required compliance training, continuing education, and annual examinations.
Adhere to First United policies and procedures, dress professionally, and perform other duties as assigned.