Insurance Commercial Lines Producer Job at First United Bank and Trust in Plano

Join Our Team!

We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United.

The Position Job TitleInsurance Commercial Lines Producer Job Description SUMMARY :

The Producer is responsible for prospecting, soliciting and selling new commercial accounts. Continuing to counsel and market to existing clients professionally is another essential function of the position. Specific sales goals and service responsibilities are determined during yearly planning process for this position. Meets service and sales standards of volume with timeliness and quality.

Essential Functions :

New Sales

• 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 clients or prospect lists.
• Designs insurance plans and recommends coverages to clients.
• Surveys loss exposures, needs, and possible uninsurable or difficult to insure exposures for clients.
• Makes sales presentations to prospective and existing clients on new and renewal business.
• Assists AE with applications and related documentation.
• Develops, follows, and completes sales objectives.
• Educates clients concerning agency payment expectations and cancellation procedures.
• Acknowledges non-standard coverage limitation and binding restrictions to document file and lower E&O exposures.
• Asks for referral from insured to help generate new business.

Retention and Continuous Marketing :

Personal and Organizational Development :

Knowledge, Skills and Abilities :

All Locations : Austin-Seven Oaks, Edmond, Plano-Parkwood

If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at HR@firstunitedbank.com for assistance.

First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.