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Producer - Personal Lines 2

Company: Texas Dow Employees Credit Union
Location: Sugar Land
Posted on: March 16, 2023

Job Description:

  • This position requires an agent to work independently to provide Personal Insurance solutions to clients. The Agent will be provided with leads as needed to meet individual and agency production goals. Provides creative solutions and is viewed as a valued resource to clients.
  • Essential Duties and Responsibilities:
    • Shall remain updated and current with regard to statutory insurance requirements by completing and maintaining all regulatory training and requirements.
    • Shall maintain a high degree of professionalism, ethics and integrity.
    • Meet/Exceed the established production requirements by asking qualifying profile questions to determine appropriate insurance solutions.
    • Proactively identifies client's needs and establishes key relationships by identifying and closing sell opportunities.
    • Tracks, monitors, and reports weekly/monthly prospecting activity and sales results to direct manager.
    • Respond to clients inquiries in a timely manner.
    • Creates and maintains client files, completes the application forms and submits all documents as appropriate.
    • Maintains adequate knowledge of rating procedures, coverage, and the industry to effectively manage, maintain and develop client relationships.
    • Advocates for and seeks out process changes or improvements in relation to insurance trends in the marketplace.
    • Actively participates in organizational or functional projects or process improvement teams.
    • Actively engage in networking activities such as Chamber and Credit Union events to build and promote brand awareness.
    • Minimum Qualifications:
    • Education:
      • Requires Texas Department of Insurance P&C license or the ability to obtain license within 60 days of hire date.
      • Two-year degree in relevant field or an equivalent mix of education and sales experience is required. Experience:
        • This position requires minimum of three years of related industry experience in sales and delivery.
        • Knowledge of AMS360 is a plus.
        • Knowledge and experience with independent carriers active in personal lines market is a plus. Knowledge, Skills, and Abilities
          • Strong interpersonal communication skills and strategic and creative thinking abilities.
          • Demonstrates success in sales/business development via lead generation, telemarketing and referrals.
          • Demonstrates effective time management.
          • Assumes responsibility for achieving results.
          • Passion for accuracy.
          • Continually learns and stays apprised of current trends in the insurance marketplace.
          • Builds collaborative and productive relationships within the organization.
          • Proficient in relevant software including Microsoft Office, Word and Excel. Demonstrated ability to learn and utilize new technology. Physical Demands and Work Environment:

            (The physical demands and work environment characteristics described herein are representative of those that must be met by an employee to successfully perform essential functions of this position and/or may be encountered while performing essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.)

            While performing the essential duties of this position, an employee would frequently be required to stand, walk, and sit. An employee must frequently lift and/or move up to 10 pounds and may occasionally lift and/or move up to 25 pounds to perform essential position functions.

            This position may require travel up to 20% of the time based on business needs. Will require participation in evening and weekend events for networking and lead generation. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually moderate.

            • The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.
            • Texas Dow Employees Credit Union is an equal opportunity employer, dedicated to a policy of non-discrimination in employment on any basis including race, color, age, protected veteran status, sex, religion, disability, genetic information, national origin or other status protected by federal, state or local law. Consistent with the American Disabilities Act, applicants may request accommodations needed to participate in the application process.

Keywords: Texas Dow Employees Credit Union, Sugar Land , Producer - Personal Lines 2, Other , Sugar Land, Texas

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