Unity Insurance Partners · 23 hours ago
Commercial Insurance Producer
DFW Metroplex
Full-time
Hybrid
Mid LevelUnity Insurance Partners is a fast-growing independent insurance brokerage serving clients throughout the US. The role of Commercial Insurance Producer involves generating new business, managing client relationships, and selling insurance policies while ensuring client satisfaction and meeting sales targets.
Insurance
Hiring Manager
Greg McDonnell, Veteran
Responsibilities
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
Explains coverages and exclusions and documents explanations on automated file for future reference
Develops a book of business that is profitable for both agency and carriers
Works with clients to ensure limit and coverage adequacy
Provides needed information and clarification about clients to service staff, and documents system by transaction date
Reviews existing policy coverages at least annually, to upgrade accounts and remarket in necessary
Assists service staff to collect client information in preparation of schedules of insurance, summaries, and renewal proposals
Reviews appropriate policy change requests and other account activity
Recommends and helps insureds carry out loss control programs, independently and with company loss control staff
Contacts insureds to assist in collections of past due premiums or audit amounts
Retains assigned percentages of accounts at each renewal
Continues to develop relationships with insured
Accepts and handles any duties/prospects as assigned by agency management
Participates in sales meetings
Completes required compliance exams
Completes required continuing education classes for resident insurance license
Develop network relationships by joining The Chamber of Commerce, attending bank meetings, active involvement in community organizations/non-profit organizations
Qualification
Required
College education or equivalent insurance experience
Ability to communicate verbally and in writing with others, to explain complex issues, to receive and interpret complex information and to respond appropriately
Ability to understand written and oral communication and to interpret abstract information
Must maintain insurance license
Full knowledge of insurance products and usages
Adequate knowledge of rating procedures, coverages, and industry operations to effectively manage, maintain and write assigned client prospect lists
Full knowledge of insurance markets and reference to markets
Knowledge of 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
Company
Unity Insurance Partners
We continue to expand our broad insurance offerings across commercial property and casualty and employee benefits for your business and home, auto, excess and valuable articles for your personal insurance.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase