Insurance Small Business Producer

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The Position

Job Title

Job Description

The Insurance Small Business Producer is responsible for generating new commercial insurance business through qualified leads and referral sources. This role serves small business clients by evaluating insurance needs recommending appropriate commercial lines coverage solutions preparing quotes and closing new business opportunities. The position works closely with internal banking partners and referral sources to deliver a seamless client experience while supporting the growth objectives of First United Bank.

This is a role built for someone who would rather spend the day winning deals than digging for them a competitive fast-moving producer who thrives on momentum thinks on their feet and turns warm introductions into long-term wins. If you get restless when the pipeline slows down read a prospect in the first thirty seconds and measure a good day by how many deals you moved keep reading.

• Move fast: make contact right away juggle multiple prospects at once and keep every deal in motion.
• Run your own quoting process across carrier platforms you decide which carrier fits you build the solution you make the call.
• Use a consultative approach to uncover what each business actually needs then win them over with the right coverage at the right price.
• Grow your business & earnings: build relationships with in-house referral partners to increase lead volume sales and ultimately your own earning potential.

MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS)

• Manage a continuous pipeline of inbound leads and referrals generated through internal banking partners Salesforce and other approved referral channels.
• Promptly contact prospective clients to assess insurance needs and identify commercial insurance opportunities.
• Conduct comprehensive client needs assessments and provide consultative recommendations aligned with business risks and coverage requirements.
• Prepare analyze and present commercial insurance quotes utilizing carrier platforms and underwriting resources.
• Evaluate available carrier options and recommend appropriate coverage solutions based on client needs pricing and underwriting guidelines.
• Negotiate close and bind new commercial insurance policies
• Facilitate a smooth transition of newly bound accounts to the servicing team and communicate necessary account information to ensure continuity of service.
• Develop and maintain effective working relationships with internal banking partners lenders and referral sources to support ongoing lead generation and business development efforts.
• Serve as a trusted insurance resource for referral partners by providing timely communication updates and professional consultation throughout the sales process.
• Maintain accurate and complete records of prospect client and sales activities within Salesforce and Applied Epic
• Monitor sales activity pipeline progression and production goals to ensure achievement of established performance objectives.
• Stay informed regarding commercial insurance products carrier offerings underwriting guidelines and industry trends.
• Ensure compliance with all applicable insurance regulations licensing requirements company policies and carrier guidelines.
• Complete all required compliance training continuing education requirements and annual examinations.

Additional Duties and Responsibilities

Adherence to all First United Policies and Procedures

Complete all required compliance exams on an annual basis

Perform other duties as requested by Supervisor or Manager

Dresses professionally

EMPLOYEE SPECIFICATIONS

To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Required Education and Work Experience

Bachelors degree preferred but not necessary

5 years experience required

Knowledge and Skills Requirements

Experience working in Applied Epic a plus

Experience quoting commercial lines business required

Active P&C producers license required

Technical/Functional Competencies: Possession of strong organizational skills.

Excellent verbal and written communication skills.

Exceptional interpersonal communication skills.

Ability to work independently on assigned tasks as well as to accept direction on given assignments.

Physical Demand

Sedentary work that primarily involves sitting/standing.

PLEASE NOTE

This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.

All Locations:

If any applicant is unable to complete an application or respond to a job opening because of a disability please email us at for assistance.

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.

Required Experience:

IC