Producer - Commercial Lines

TDECU • Houston, TX

1d

About The Position

Essential Duties and Responsibilities: Proactively identifies client’s needs and establishes key relationships by identifying and closing sell opportunities. Maintains adequate knowledge of rating procedures, coverage, and the industry to effectively manage, maintain and develop client relationships. Meet the established production requirements Respond to clients inquiries in a timely manner. Provide creative solutions and establish key relationships Manage the relationship and transitions maintenance to appropriate customer service rep. Completes the application forms and assists CSR in obtaining loss runs and other documents needed for quoting purposes. May at times be called on to submit the applications and other documents to the carriers Maintains adequate knowledge of coverage and the industry to develop client relationships. Timely follow up with clients regarding insurance inquiries Reports on a weekly basis prospecting activity and sales results Responsible for creating pipeline for commercial business in order to meet production goals Consistently contact current customers and converting them into multi-line clients Founded in 1955, TDECU formed when a group of Dow employees pitched in $5 each to loan a friend $35 to buy a refrigerator. That initial mission of people helping people continues today. Over the last 65 years, we have grown to meet the needs of the communities we serve and share TDECU's passion for service and great value in our products. Our first merger took us west to the Victoria area, where we made many new friends and Members. We have since become an integral part of the community. In the East Market, where we began, we opened our field of membership to serve all Brazoria County residents. Today, TDECU has 39 service locations, including 35 Member Centers. The original $35 loan has turned into over $4 billion in assets today that continue to improve our 348,000 Members' lives by helping them get what they need to achieve their financial needs and dreams. Transparency in Coverage Link This link leads to the machine readable files that are made available in response to the federal Transparency in Coverage Rule and includes negotiated service rates and out-of-network allowed amounts between health plans and healthcare providers. The machine-readable files are formatted to allow researchers, regulators, and application developers to more easily access and analyze data.

Responsibilities

• Proactively identifies client’s needs and establishes key relationships by identifying and closing sell opportunities.
• Maintains adequate knowledge of rating procedures, coverage, and the industry to effectively manage, maintain and develop client relationships.
• Meet the established production requirements
• Respond to clients inquiries in a timely manner.
• Provide creative solutions and establish key relationships
• Manage the relationship and transitions maintenance to appropriate customer service rep.
• Completes the application forms and assists CSR in obtaining loss runs and other documents needed for quoting purposes.
• May at times be called on to submit the applications and other documents to the carriers
• Maintains adequate knowledge of coverage and the industry to develop client relationships.
• Timely follow up with clients regarding insurance inquiries
• Reports on a weekly basis prospecting activity and sales results
• Responsible for creating pipeline for commercial business in order to meet production goals
• Consistently contact current customers and converting them into multi-line clients

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed