Property and Casualty Insurance Producer

Property & Casualty Insurance Producer

This position is located within the Hermann Sons Life Office near the Hyatt Place San Antonio on the Riverwalk in San Antonio, TX and is not remote. This position reports to the Cell Brokerage Insurance Business Director.

Cell Brokerage is seeking an experienced and relationship-focused Property & Casualty Insurance Producer to serve as an embedded producer within the Hermann Sons Life Home Office. This role combines consultative insurance sales with strategic partnership development to provide Hermann Sons Life members with access to comprehensive personal and small business insurance solutions.

The embedded producer serves as the dedicated Property & Casualty resource for Hermann Sons Life members, agents, and lodge leadership while remaining an employee of Cell Brokerage. Success in this role requires building trusted relationships, educating referral partners, identifying coverage gaps, and delivering exceptional insurance solutions that protect members and their businesses.

This is a highly visible position requiring initiative, professionalism, and the ability to cultivate long-term relationships rather than simply respond to inbound opportunities.

Core Duties and Responsibilities

• Generate new Personal Lines and Small Commercial insurance business through referrals, networking, and partnership initiatives
• Conduct comprehensive insurance reviews to identify coverage gaps
• Develop customized insurance solutions that meet clients' financial and risk management objectives
• Quote, present, negotiate, and close new business opportunities
• Cross-sell multiple insurance products to maximize client protection and retention
• Conduct both inbound and outbound sales calls
• Proven ability to close sales and call upon leads
• Develop leads, identify customer needs and market appropriate products and services

Partnership & Relationship Management

• Serve as the dedicated Property & Casualty representative for Hermann Sons Life members
• Build strong working relationships with Hermann Sons Life agents and staff
• Educate referral partners on available insurance products and referral processes
• Foster trust through exceptional responsiveness and consultative service
• Collaborate with leadership strategies to increase member engagement and insurance awareness

Referral & Community Development

Develop and maintain referral relationships with:

• Hermann Sons Life agents
• Lodge leadership
• Community organizations
• Centers of influence
• Business owners

Participate in member events, educational seminars, and community outreach activities

Assist with insurance education presentations for members and prospects

Support marketing initiatives designed to increase awareness of available insurance solutions

Client Service & Account Management

• Provide exceptional service throughout the sales process and beyond
• Respond promptly to client inquiries and coverage questions
• Coordinate with agency service teams to ensure seamless onboarding and policy servicing
• Maintain accurate documentation within the agency management system and CRM
• Follow all underwriting, compliance, and carrier guidelines

Operational Responsibilities

• Track sales activity and referral sources
• Maintain accurate production reports and pipeline management
• Meet or exceed performance metrics established by agency leadership
• Participate in sales meetings, training, and strategic planning initiatives
• Maintain all required licenses and continuing education requirements
• Field underwriting and rating for new accounts
• Prepare insurance quotes, make sales presentations and close new business
• Responsible for meeting deadlines
• Comply with insurance standards and regulations
• Follow up on prospects
• Documents and maintain records in agency management system
• Maintains sales records
• Maintain a strong work ethic
• Follows PnPs such as for new business and renewals

Minimum Qualifications

• Minimum of 3 years' experience in insurance sales
• At least 2 years experience with small business commercial insurance sales
• At least 2 years experience with personal lines insurance sales
• High School diploma or equivalent required
• Possess a current Texas General Lines Property & Casualty license and willing to obtain life and health license.
• Proven sales record
• Strong communication and convincing skills

Preferred Qualifications

• Experience working in an embedded, affinity, or partnership distribution model
• Existing network within the San Antonio business community
• Bachelor's degree preferred
• Experience with AMS360 or comparable agency management software
• Experience conducting educational workshops or community presentations

Ideal Candidate Profile

The ideal candidate is more than an insurance salespersonthey are trusted advisors and relationship builder who enjoys becoming embedded within an organization, collaborating with referral partners, educating clients, and helping families and businesses protect what matters most.

Essential Physical Requirements

• Must be able to work from a sitting position for extended periods of time.
• Must be willing and able to work in front of a computer monitor for extended periods of time.
• Must be able to work on a standard computer keyboard for extended periods of time.
• Must be able to work in a cubical environment during the workday with limited or no distraction.

Employee Compensation & Benefits Include:

• Base Salary
• New business commissions
• Renewal commissions
• Medical Plan
• Dental Plan
• Vision Plan
• 401k
• Live Health Online
• Life Insurance
• Supplemental Benefits
• Responsible Use PTO
• Training
• Employee Assistance Program
• National Discounts & much more!

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

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