What are the responsibilities and job description for the Insurance Producer position at Flat Branch Home Loans?
Description
Basic Description:
The Insurance Producer will educate and sell Property & Casualty, as well as other lines of Insurance through Flat Branch Insurance Services.
Initial training will be held in person. Once training is complete there will be a possibility to working remotely or hybrid depending on experience.
Responsibilities
Qualifications & Skills:
Basic Description:
The Insurance Producer will educate and sell Property & Casualty, as well as other lines of Insurance through Flat Branch Insurance Services.
Initial training will be held in person. Once training is complete there will be a possibility to working remotely or hybrid depending on experience.
Responsibilities
- Contacts prospective clients about insurance products and policies.
- Meets with potential clients to discuss adequacy of existing insurance coverage and related financial resources.
- Explains various insurance policies and products to potential and existing clients; guides clients in selecting coverage to best meet their needs.
- Suggests modifications and updates to clients’ existing insurance policies.
- Builds customized insurance policies and packages to meet clients’ needs.
- Processes insurance policy renewals.
- Assists clients with filing insurance claims.
- Maintains print and electronic records and files as required.
- Performs other related duties as assigned.
Qualifications & Skills:
- High school diploma or equivalent required
- Licensed to sell insurance in applicable states.
- 2 years of related experience preferred.
- Extensive knowledge of various insurance products and policies.
- Ability to determine best insurance policy for individual clients.
- Excellent interpersonal and sales skills.
- Ability to identify and contact prospective clients.
- Excellent written and verbal communication skills.
- Proficient in Microsoft Office Suite or similar software.
- Proficiency in Vertafore systems a plus.
- Prolonged periods sitting at a desk and working on a computer