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Tailor your resume to this Insurance Personal Lines Producer role.
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Tailor your resume to this Insurance Personal Lines Producer role.
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Don't guess if your resume is good enough.
See how it scores against the Insurance Personal Lines Producer posting at First United Bank — free, in seconds.
About the Role
The Personal Lines Producer drives new business growth by developing, quoting, presenting, and closing Personal Lines insurance opportunities. This role builds strong relationships with bank partners, existing clients, prospects, and referral sources, while achieving production goals and managing the new-business pipeline.
Responsibilities
- Quotes, presents, delivers, and sells Personal Lines new business opportunities.
- Meets or exceeds established monthly and annual new-business revenue, premium, policy-count, and/or activity goals.
- Develops strong working relationships with First United bankers, mortgage teams, and other internal referral partners.
- Responds promptly to incoming referrals and communicates the status and outcome of opportunities to referral partners.
- Maintains an accurate new-business pipeline and documents prospect activity, referral sources, quote status, outcomes, and follow-up activity in the designated CRM and/or agency management system.
- Proactively follows up on outstanding quotes and works to convert qualified opportunities into bound business.
- Identifies opportunities to round accounts with home, auto, umbrella, recreational vehicle, flood, and other appropriate Personal Lines products.
- Evaluates carrier options and recommends appropriate coverage based on exposures, coverage needs, underwriting eligibility, and carrier appetite.
- Educates prospects on coverage options and differences using a consultative sales approach rather than competing solely on price.
- Issues and sends Evidence of Insurance and completes policy issuance for new Personal Lines business.
- Handles underwriting issues and requirements associated with new-business policies.
- Ensures quotes, applications, documentation, disclosures, and policy issuance comply with carrier, agency, regulatory, and First United requirements.
- Ensures complete documentation and a smooth transition of newly bound accounts to the appropriate service team.
- Maintains and strengthens internal and external referral relationships.
Requirements
- State Resident Insurance License required.
- High School Diploma or equivalent GED required.
- College degree preferred.
- Personal Lines insurance and industry knowledge preferred.
- Industry designation, or willingness to obtain a designation, preferred.
- Prior sales, insurance, banking-referral, or relationship-development experience preferred.
- Proficiency with PC operating systems and Microsoft Office.
- Experience with Applied Epic preferred.
- Knowledge and experience with carrier websites and comparative rating platforms.
- Ability to effectively use CRM and agency management systems to manage and document a new-business pipeline.
- Strong written and verbal communication skills.
- Strong relationship-building and consultative sales skills.
- Effective sales, presentation, negotiation, and closing skills.
- Strong organizational and time-management skills with the ability to manage a high-volume referral and prospect pipeline.
- Ability to analyze customer exposures and explain coverage options clearly.
- Demonstrated accountability for measurable sales and production goals.
- Achieves established new-business production goals and activity expectations.
- Maintains timely follow-up and accurate pipeline documentation.
- Provides responsive service and communication to prospects and referral partners.
- Develops productive relationships with First United Bank and mortgage partners.
- Maintains appropriate documentation, compliance, and quality standards throughout the sales and binding process.
Skills
- Microsoft Office
- Applied Epic
- CRM and agency management systems
- Carrier websites and comparative rating platforms
- Written communication
- Verbal communication
- Relationship-building
- Consultative sales
- Sales
- Presentation
- Negotiation
- Closing
- Organizational skills
- Time-management skills
- Analysis of customer exposures
- Explaining coverage options
Location
- Austin-Seven Oaks
- Denison-Main
- Moore
- Plano-Parkwood
- Sherman-Taylor Street
- Tulsa
Work Type
- Some Travel may be required
Education Level
- High School Diploma or equivalent GED
- College degree preferred
Benefits
- Exciting opportunities for employees to grow and follow their passions
- Voted as one of the top places to work in Oklahoma since 2009
About the Company
- We have a great team of friendly, talented and inspiring people at First United.
- As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions.
- First United has been voted as one of the top places to work in Oklahoma since 2009!
Equal Opportunity
- First United is an Equal Opportunity Employer.
- To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.