Personal Lines/Life Insurance Producer
HomeServices Insurance
Responsible for assessing client’s risk exposure on personal and/or commercial property, making appropriate recommendations and placing coverage to address those risks.
Market and sell personal lines insurance policies. Proactively contact all leads to recommend appropriate insurance, quote and place coverage. Identify and assess client risk exposures. (Foster referral relationships with all real estate personnel including agents, office managers and mortgage brokers to maximize sales opportunities. (Actively monitor and report to management any circumstances that may lead to a potential or actual insurance errors and omissions claim, DOI (department of insurance) or related complaints. (Performance Expectations
Meet all performance and behavior expectations outlined in the company performance appraisal form or communicated by management.
Perform responsibilities as directed achieving desired results within expected time frames and with a high degree of quality and professionalism.
Establish and maintain positive and productive work relationships with all staff, customers and business partners.
Take personal initiative for technical and professional development.
Follow the company HR Policy, the Code of Business Conduct and all subsidiary and department policies and procedures, including protecting confidential company information, attending work punctually and regularly, and following good safety practices in all activities.
Associate’s degree or equivalent work experience and knowledge; bachelor’s degree preferred.
Two years’ successful personal lines insurance sales experience.
Working knowledge of insurance agency operations, coverages, rates, markets and applicable insurance laws/codes.
Working knowledge of risk assessment and risk management techniques.
Knowledge of real estate, title, and/or mortgage businesses preferred.
Appropriate state agent/broker personal lines insurance license.
We offer a full suite of benefits including Medical, Health Savings Account, Dental, Vision, Life Insurance, Paid Vacation (PTO), 401(k) with employer match, Flexible Spending Account, and Employee Assistance Program (EAP)
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