Arbor Bank · 1 month ago
Commercial Lines Producer
Omaha, NE
Full-time
Onsite
Entry, Mid Level
2+ years expArbor Bank is a financial institution that operates the First Express Insurance division, which focuses on providing tailored insurance solutions for businesses. The Commercial Lines Producer will be responsible for building and maintaining client relationships, conducting risk assessments, and collaborating with internal teams to secure competitive insurance coverage for clients.
BankingFinancial Services
Responsibilities
Identify and develop commercial insurance opportunities with new and existing clients through various channels, including in-person meetings, phone calls, online interactions, and written correspondence
Build and maintain strong relationships with the commercial lending and mortgage production teams to facilitate collaboration and client referrals
Establish and nurture client relationships through regular follow-ups, timely quotations, and comprehensive account support
Conduct detailed risk assessments to recommend suitable coverage options tailored to client needs
Work closely with underwriters to secure competitive quotes and optimal coverage for clients
Stay informed on industry trends and policy updates to provide knowledgeable advice and guidance
Actively network and strategize to identify new business opportunities and clients
Assist clients with policy renewals and retention strategies, ensuring strong ongoing relationships
Proactively address and follow up on client inquiries and needs
Monitor key performance metrics to ensure sales targets are met and exceeded
Maintain accurate and timely sales activity documentation using Applied Epic and Salesforce
Collaborate with team members, mentor junior staff, and participate in both formal and informal meetings to share expertise and best practices
Refer potential new business opportunities to the mortgage and banking teams as appropriate
Deliver prompt and effective service to both internal and external clients
Exhibit commitment and reliability through regular attendance, punctuality, and adherence to agreed-upon schedules
Maintain CE and participate in ongoing education
Keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance
Review client audits, verify and facilitate corrections as needed
Maintain A/R and billing
Display a positive, helpful attitude to help create a friendly and professional environment for clients and coworkers
Additional duties as assigned
Qualification
Required
Minimum of two years' commercial lines insurance sales experience
Hold a valid Nebraska or Iowa insurance license
Have a bachelor's degree or comparable work experience
Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain existing client base
Have a proven track record of business-to-business sales success
Possess strong presentation, persuasion, and negotiation skills with the ability to close sales
Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients
Possess outstanding organizational skills with an ability to complete difficult assignments without supervision
Demonstrate sound business judgment, strong decision-making, and superior written and verbal communication skills
Have excellent time management skills with a personal accountability mindset
Thrive in a team environment and be a positive team player
Possess excellent math and reading skills to accurately perform calculations
Have technology and computer proficiency, including agency management systems
Possess a valid driver's license and a source of reliable transportation
Company
Arbor Bank
Arbor Bank is a bank providing loan, online banking, and equity services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Tim Curtis - BSEE, MBA, GSLC
Chief Technology Officer
Zac Kerr, CPA
Chief Financial Officer
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