Senior Insurance Producer

Description

Scope:  

The Senior Insurance Producer is responsible for all insurance product sales and service. 

Accountabilities:

The Senior Insurance Producer will:

• Develop a base for long-term sources of clients by using referrals, as well as occupational and special interest groups to compile lists of prospects.
• Approach potential clients by utilizing mailings, phone solicitation and group presentations. 
• Approach potential clients with an emphasis on agricultural and commercial policies, and be able to offer quotes for life, health, disability, auto, home, business, crop insurance, and annuities.
• Obtain underwriting approval by completing the application for coverage.
• Complete the coverage by delivering policies and planning future follow-up visits and evaluation of needs.
• Maintain a file of current customer policies and review files as necessary with customers.  
• Actively cross-sell additional policies on existing accounts.
• Receive and forward policy payments to the agency or institution for premiums.
• Review insurance policies with customers.
• Participate in community activities as needed and any other activities that may arise.
• Perform other duties as requested or assigned.

Requirements

Qualifications:

• Education:
• 4-year degree and/or applicable Insurance training
• Experience:
• 2 years professional experience with Insurance background

• Special Requirements:
• P & C and Commercial Licenses

Competencies Critical to Effective Performance are:

1. Relationship Building-understands that a primary factor in success is establishing and maintaining productive relationships
2. Initiative-takes action without being prompted
3. Integrity-thinks and acts ethically and honestly
4. Problem Solving & Decision Making-identifies problems, solves them, acts decisively and shows good judgment
5. Creativity-generates original ideas, encourages new ways of thinking, explores options, and develops innovative solutions
6. Results Orientation-maintains appropriate focus on outcomes and accomplishments
7. Composure-maintains emotional control under challenging and stressful circumstances
8. Conflict Management-recognizes that conflict can be a valuable part of the decision-making process
9. Presentation Skills-organizes and delivers public speeches that effectively inform or persuade audiences
10. Team Player-shares resources, responds to the needs of other departments and supports the larger organizational agenda