Producer

Origin Bank•West Monroe, LA

4d•Hybrid

About The Position

At Forth Insurance, a job isn't just a paycheck - it's a meaningful journey. We're committed to helping you grow both professionally and personally in an environment where people come first. We offer a competitive total rewards package, including generous benefits and compensation tailored to your skills, experience, and education. What truly sets us apart is our people-first culture. Here, you'll be supported by unique initiatives like our Dream Manager program, one-on-one guidance from a nationally certified health and wellness coach, and free access to certified financial professionals who are here to help you plan for your future. If you're looking for a career that empowers you to make meaningful connections, positively impact others, and pursue your personal and professional dreams-we'd love to meet you. Apply today and start the most rewarding chapter of your career with us.

Requirements

High school diploma or general education degree (GED)
three to five years experience with multi-line insurance products.
Property & Casualty and/or Life & Health insurance license required.

Responsibilities

Acquires new business and sustains renewal business through prospecting, soliciting, quoting, and sales; service and sales standards must be met with emphasis on integrity, robust relationship development, and superior management of the client’s insurance needs.
Assists in development of sales objectives, forecasting premium volume and commission growth.
Creates and maintains prospects in the agency’s management system database.
Pre-qualifies prospects for insurability and quality of risk.
Identifies client’s insurance needs, gaps in coverage, and loss exposures (insurable & un-insurable).
Obtains accurate information from prospects, including completed applications, supplemental questionnaires, risk surveys, and other related documentation for complete, comprehensive submissions.
Assists Marketing Coordinator/CSR in acquiring complete, appropriate documents as required by underwriters in consideration of coverage requirements.
Promotes and supports cooperative, enthusiastic, and productive relationships with service team (Account Executive/CSR’s).
Meets agency standard for accounts receivables.
Reviews client expiration reports for upcoming renewals and responds as required for risks and market conditions.
Accurately documents client files as to coverage discussions, quotes, declinations, or coverage changes.
Rounds out accounts through cross-selling of identifiable risks.
Monitors, interacts with Claims CSR, and intercedes when necessary on customer claims issues.