Mid Penn Bank · 3 months ago
Producer, Commercial Lines - Middle Market
Lititz, PA, US
Full-time
Onsite
Entry, Mid Level
1+ years expMid Penn Bank is a financial institution seeking a Producer, Commercial Lines – Middle Market to join their team in Lititz, PA. The role involves prospecting, soliciting, quoting, and selling new Commercial Accounts, while developing a profitable book of business and ensuring proper account servicing.
BankingFinanceFinancial Services
No H1B
Responsibilities
Designs insurance plans and recommends coverage to clients
Informs and educates clients about policy coverage, changes, exclusion, and insurance coverage needs
Prequalifies insurance prospects for insurability and quality of risk, both from external cold calling and internal referrals
Surveys loss exposure, needs, and possible uninsurable or difficult to insure exposures for clients
Works with clients to ensure limit and coverage adequacy
Educates clients concerning agency payment expectations and cancellation procedures
With the help of the Account Manager, creates letters to clients offering coverage, sharing information and advice regarding insurance matters. Uses these to round out accounts fully
Recommends and helps insureds carry out loss control programs, independently and with company loss control staff
Works with Commercial Lines Account Manager to ensure Account Manager has everything they need from client to adequately service accounts
Works with Account Manager and Director of Account Placement to ensure clients receive New Business and Renewal proposals, as well as service meetings where needed
Identifies and contacts prospective commercial insurance clients through cold calls, networking, and referrals
Creates and maintains client or prospect lists
Develops, follows, and completes sales objectives
Asks for referrals from insureds to help generate new business
With Account Manager, reviews existing policy coverage, at least annually, to upgrade accounts and remarket, if necessary
Documents automated file as appropriate. Uses each client contact as an opportunity for coverage review and marketing of need covered
Builds and maintains strong relationships with clients
Tracks and documents sales activities in CRM or agency management system
Completes applications in agency management system and coordinates marketing of account with account manager
Creates insurance proposals; makes sales presentations to prospective and existing clients on new and renewal business as needed
Provides needed information and clarifications about clients to company personnel, and documents system by transaction date
Assists service staff to collect client information in preparation of schedules of insurance, summaries, and renewal proposals
Requests binders from account manager for preparation and delivers binders to insureds upon completion
Reviews appropriate policy change requests and other account activity
Contacts insureds to assist Account Manager in collection of past due premiums or audit amounts
Accepts and handles any duties/prospects as assigned by agency management
Meets production and retention goals as assigned by agency management
Interacts with others effectively by utilizing good communications skills, cooperates positively and provides information and guidance, as needed, to contribute to the business efforts of the agency
Sets priorities and manages workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities
Responds promptly and appropriately to client inquiries
Responds to referrals quickly and effectively
Ensures compliance with company policies and industry regulations
Maintains confidentiality of all information related to clients, customers, employees, carriers, or as appropriate, other information
Ensures documents are accurate and complete, minimizing the risk of errors or omissions that could lead to disputes or financial loss
Qualification
Required
A B.S. or B.A. degree in a related field strongly preferred
A minimum of one (1) to three (3) years' experience in a related position normally required
Valid Insurance License for assigned state required (or must be obtained within 60 days of start date)
Regular and predictable attendance is required
Thorough knowledge of all lines of insurance with an emphasis on commercial lines of insurance
Adequate knowledge of agency operations, including claims handling, procedures, carrier rating, agency management systems and applicable insurance laws/codes
Knowledge of insurance rating and underwriting procedures
Interest in sales, demonstrates a desire to achieve set goals, self-driven/competitive mindset
Proficient in Microsoft Office Suite and experience with agency management systems
Ability to manage multiple priorities and meet deadlines in a fast-paced environment
Ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 40 lbs. or less
Visual, auditory and speaking skills
Valid driver's license is required
Preferred
Completion of CISR or CIC designation preferred
Experience using Applied Epic or similar client relationship management system strongly preferred
Benefits
Medical plans with prescription drug coverage
Flexible spending account
Dental and vision insurance
Life insurance
401(k) program with employer match and employee stock purchase plan
Paid time off
Paid holidays
Disability insurance coverage
Parental leave
Employee assistance program
Tuition reimbursement
Mentorship programs
Individualized development and career counseling
Mid Penn University courses and development programs
Company
Mid Penn Bank
Mid Penn Bank is a bank that specializes in banking and investment services.
501-1000 employees
Funding
Current Stage
Public CompanyTotal Funding
$85M2024-11-01Post Ipo Equity· $70M
2020-03-20Post Ipo Debt· $15M
1997-05-07IPO
Leadership Team
Rory Ritrievi
President and CEO
Jordan D. Space
SEVP, President of the Private Bank and Chief Operating Officer of the company
Recent News
2026-01-09
2026-01-05
2025-09-26
Company data provided by crunchbase