Executive Producer - Texas First Bank . Insurance

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Texas First Insurance is well positioned in the insurance industry for both retention and growth and is one of the largest independent insurance agencies servicing Texans since 1925. Our culture is built upon collaboration with an environment of openness, trust, encouragement, and innovation. Supporting local charities and organizations are important to Texas First Insurance.

If you are passionate about insurance and serving your local community, come join our team!

Job Summary

The Executive Producer is responsible for prospecting, soliciting, quoting, and selling new Commercial/Personal Lines/Surety and Benefit Accounts. Professionally counsel and market to existing clients is essential for this position.

Responsibilities and Duties

• Identifies and develops insurance prospects and appropriate markets.
• Responds to referrals quickly and effectively.
• Prequalifies insurance prospects for insurability and quality of risk.
• Creates and maintains client and prospect lists.
• Develops, follows, and completes sales objectives.
• Designs insurance plans and recommends coverage to clients.
• Survey loss exposures, needs, and possible uninsurable or difficult to insure exposures for clients.
• Completes and submits applications and related documentation to Marketing department.
• Makes sales presentations to prospective and existing clients on new and renewal business.
• Collects payments for insureds for purchases of new and upgraded coverage and obtains signatures on all applications for insureds.
• Educates clients concerning agency payment expectations and cancellation procedures.
• Acknowledges non-standard coverage limitations and binding restrictions to document file and lower errors and omissions exposures.
• Asks for referrals from insureds to help generate new business.
• Explains coverages and exclusions and documents explanations on automated file for future reference.
• Develops a book of business that is profitable for both the agency and the carriers.
• Works with clients to ensure limit and coverage adequacy.
• Recommends and helps insureds carry out loss control programs, independently and with company loss control staff.
• Creates letters to clients offering coverage, share information and advise regarding insurance matters. Uses these to round out account fully.
• Assist service staff to collect client information in preparation of schedules of insurance, summaries, and renewal proposals. As well as assistant CAM in collection of past due premiums or audit amounts.
• Accepts and handles any duties/prospects as assigned by agency management.
• Participate in sales meetings.
• Identifies training needs with assistance from managers. Develops a personal improvement plan and takes responsibility for learning and improving technical and sales skills regularly.

Job Skills and Qualifications

• College education or equivalent insurance experience.
• Ability to communicate verbally and in writing with others, to explain complex issues, to receive and interpret abstract information, and to respond appropriately.
• Will need to obtain Property, Casualty, Life and Health License.
• Knowledge of insurance products and usage.
• Adequate knowledge of rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned client and prospect lists.
• Knowledge of insurance markets and reference to markets.
• Knowledge of insurance rating and underwriting procedures.
• Ability to generate new business sales, retain existing business, and to close sales in insurance.
• Ability to carry out complex tasks with concrete and abstract variables.
• Mathematical skills.
• Ability to work in a high-pressured, fast-paced environment.
• Travel involved to meet prospects and clients.

EOE/Disability/Veteran