Producer
W3Global, Mcallen, TX, United States
Essential Duties
The duties listed below may not include all responsibilities that the person in this role may be asked to perform. Incumbent may be required to perform other related duties, as assigned, including cross training across other departments, as necessary.
Continuously counsels existing clients in order to meet specific sales goals and service responsibilities
Responds quickly and efficiently to referrals and creates and maintains a client prospect list
Designs insurance plans and recommends coverages to clients
Surveys loss exposures, needs and possible uninsurable or difficult to insure exposures for clients
Creates insurance proposals and presents to prospective and existing clientele
Completes and submits applications and related documentation to appropriate insurance markets
Develops, follows and completes sales objectives
Prepares, requests and delivers binders to insured
Educates clients regarding agency payment expectations and cancellation procedures
Develops a book of business that is profitable for both the agency and carriers
Works with Client Service Representatives to annually review policy coverages in order to upgrade accounts and remarket if needed
Participates in job specific training and other various Bank training programs, as necessary
Maintains current knowledge of internal risk controls and loss prevention, including reporting of suspicious or unusual customer activity per Bank policy
Maintains current knowledge and complies with all federal and state laws and regulations and all established Bank policies and procedures, including internal audit controls related to department operations
Maintains current knowledge of all rules, regulations, and laws as they apply to BSA/OFAC/USA Patriot Act/CIP/AML
Qualifications These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.
Bachelor's degree (equivalent experience in insurance may be substituted for college degree requirement)
Licensure in Property/Casualty and/or Life/Health insurance (must become dual licensed within 6 months of hire date)
Three to five years of prior experience with sales and/or underwriting procedures
Full knowledge of insurance products and usages, rating procedures, industry operations and insurance markets
Excellent math skills, PC, typing 40-50 wpm, 10 key calculator, telephone, word processing and spreadsheet software
Good customer service, team-working, organizational, interpersonal and verbal communication skills
Attention to detail, accuracy and mental concentration for accurately performing tasks with frequent interruptions
The position requires the ability to sit in front of a computer for long periods of time which may cause visual strain
Bilingual in English and Spanish is desired
Organization
This position reports to the Insurance Agency General Manager
This position does not oversee other positions
Training Requirements All employees are required to attend scheduled mandatory trainings and complete online regulatory compliance training courses applicable to their specific job function. In all situations, employees must ensure that their actions fully comply with all federal and state laws and regulations, including internal company policies and procedures. Failure to adhere to these requirements will be grounds for disciplinary action, including probation and possible termination.
Community Involvement Mission Statement includes a commitment to helping our communities grow by serving them with pride and integrity. All employees are encouraged to volunteer for company sponsored activities, civic, charitable and community events and to be active in the communities we serve.
Attendance
Punctuality and regular attendance should be regarded as essential functions.
Among other things, "good attendance habits" mean the following:
Be at your work station ready for work by the start of each workday
Remain at your work station, unless the needs of the job require being elsewhere, except during authorized breaks (including restroom breaks)
Take only the time normally allowed for breaks
Call in and notify your supervisor or another member of management if you are going to be either absent or tardy
Alternate work arrangements such as telecommuting or working from home are not permitted by our client company.
Our client is an Equal Opportunity/Affirmative Action Employer and does not discriminate in the recruitment, hiring, and conditions of employment on the basis of race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, marital status, disability, age, veteran status, or any other status as protected by applicable laws.
Management reserves the right to change this position description at any time according to business needs.
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Continuously counsels existing clients in order to meet specific sales goals and service responsibilities
Responds quickly and efficiently to referrals and creates and maintains a client prospect list
Designs insurance plans and recommends coverages to clients
Surveys loss exposures, needs and possible uninsurable or difficult to insure exposures for clients
Creates insurance proposals and presents to prospective and existing clientele
Completes and submits applications and related documentation to appropriate insurance markets
Develops, follows and completes sales objectives
Prepares, requests and delivers binders to insured
Educates clients regarding agency payment expectations and cancellation procedures
Develops a book of business that is profitable for both the agency and carriers
Works with Client Service Representatives to annually review policy coverages in order to upgrade accounts and remarket if needed
Participates in job specific training and other various Bank training programs, as necessary
Maintains current knowledge of internal risk controls and loss prevention, including reporting of suspicious or unusual customer activity per Bank policy
Maintains current knowledge and complies with all federal and state laws and regulations and all established Bank policies and procedures, including internal audit controls related to department operations
Maintains current knowledge of all rules, regulations, and laws as they apply to BSA/OFAC/USA Patriot Act/CIP/AML
Qualifications These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.
Bachelor's degree (equivalent experience in insurance may be substituted for college degree requirement)
Licensure in Property/Casualty and/or Life/Health insurance (must become dual licensed within 6 months of hire date)
Three to five years of prior experience with sales and/or underwriting procedures
Full knowledge of insurance products and usages, rating procedures, industry operations and insurance markets
Excellent math skills, PC, typing 40-50 wpm, 10 key calculator, telephone, word processing and spreadsheet software
Good customer service, team-working, organizational, interpersonal and verbal communication skills
Attention to detail, accuracy and mental concentration for accurately performing tasks with frequent interruptions
The position requires the ability to sit in front of a computer for long periods of time which may cause visual strain
Bilingual in English and Spanish is desired
Organization
This position reports to the Insurance Agency General Manager
This position does not oversee other positions
Training Requirements All employees are required to attend scheduled mandatory trainings and complete online regulatory compliance training courses applicable to their specific job function. In all situations, employees must ensure that their actions fully comply with all federal and state laws and regulations, including internal company policies and procedures. Failure to adhere to these requirements will be grounds for disciplinary action, including probation and possible termination.
Community Involvement Mission Statement includes a commitment to helping our communities grow by serving them with pride and integrity. All employees are encouraged to volunteer for company sponsored activities, civic, charitable and community events and to be active in the communities we serve.
Attendance
Punctuality and regular attendance should be regarded as essential functions.
Among other things, "good attendance habits" mean the following:
Be at your work station ready for work by the start of each workday
Remain at your work station, unless the needs of the job require being elsewhere, except during authorized breaks (including restroom breaks)
Take only the time normally allowed for breaks
Call in and notify your supervisor or another member of management if you are going to be either absent or tardy
Alternate work arrangements such as telecommuting or working from home are not permitted by our client company.
Our client is an Equal Opportunity/Affirmative Action Employer and does not discriminate in the recruitment, hiring, and conditions of employment on the basis of race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, marital status, disability, age, veteran status, or any other status as protected by applicable laws.
Management reserves the right to change this position description at any time according to business needs.
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