Producers Jobs

About The Position

Requirements

• Must possess an active Property & Casualty license in the state(s) in which business is conducted
• 5+ years of experience in the insurance industry, with a focus on commercial insurance or property & casualty insurance
• Proven account management experience within an agency or brokerage setting
• Knowledge of commercial insurance products and usages
• Knowledge of insurance coverage and ability to communicate clearly to clients and underwriters
• Experience with Applied Epic highly desired; will consider other agency management systems
• Proficient with Microsoft Office Suite
• Excellent communication and interpersonal skills
• Professional demeanor and positive attitude
• Detail-oriented with the ability to handle multiple clients, tasks, and requirements
• Occasional travel may be required
• Ability to pass a criminal background check, as permitted by law

Responsibilities

• Maintain strong client relationships by responding to inquiries and providing timely support.
• Maintain records of customer interactions and transactions, documenting inquiries, comments, and actions taken in the agency management system.
• File claims on behalf of clients and follow up as needed.
• Issue certificates of insurance and evidence of property.
• Maintain assigned Producers’ current book of business.
• Review and maintain expiration lists and renewal schedules.
• Submit change requests and process endorsements.
• Review policies, endorsements, and audits for accuracy.
• Assist with audits and ensure timely resolution of discrepancies.
• Market new and renewal business.
• Prepare and present insurance proposals to clients.
• Market and issue bonds as required.
• Review and update daily activity lists to ensure task completion.
• Confirm data accuracy within Applied Epic agency management system.
• Invoice agency bill premiums and set up finance contracts.
• Delegate appropriate tasks to Customer Service Representatives (CSRs).
• Collaborate with team members to ensure seamless service delivery.
• Mentor staff, provide expertise and answer questions.
• Participate in formal and informal team meetings and contribute to process improvements.

Benefits

• Competitive Salary
• Health Insurance Plans (PPO, HSA, Copay Options)
• Dental Insurance
• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off
• Paid Holidays