Description:
Scope:
The Senior Insurance Producer is responsible for all insurance product sales and service.
Accountabilities:
The Senior Insurance Producer will:
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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.
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Approach potential clients by utilizing mailings, phone solicitation and group presentations.
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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.
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Obtain underwriting approval by completing the application for coverage.
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Complete the coverage by delivering policies and planning future follow-up visits and evaluation of needs.
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Maintain a file of current customer policies and review files as necessary with customers.
- Actively cross-sell additional policies on existing accounts.
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Receive and forward policy payments to the agency or institution for premiums.
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Review insurance policies with customers.
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Participate in community activities as needed and any other activities that may arise.
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Perform other duties as requested or assigned.
Requirements:
Qualifications:
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Education:
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4-year degree and/or applicable Insurance training
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Experience:
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2 years professional experience with Insurance background
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Special Requirements:
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P & C and Commercial Licenses
Competencies Critical to Effective Performance are:
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Relationship Building-understands that a primary factor in success is establishing and maintaining productive relationships
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Initiative-takes action without being prompted
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Integrity-thinks and acts ethically and honestly
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Problem Solving & Decision Making-identifies problems, solves them, acts decisively and shows good judgment
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Creativity-generates original ideas, encourages new ways of thinking, explores options, and develops innovative solutions
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Results Orientation-maintains appropriate focus on outcomes and accomplishments
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Composure-maintains emotional control under challenging and stressful circumstances
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Conflict Management-recognizes that conflict can be a valuable part of the decision-making process
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Presentation Skills-organizes and delivers public speeches that effectively inform or persuade audiences
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Team Player-shares resources, responds to the needs of other departments and supports the larger organizational agenda
