What are the responsibilities and job description for the Arbor Bank is hiring: Commercial Lines Producer in Omaha position at Arbor Bank?
Arbor BankCommercial Lines Producer Omaha, NE 68130
Job title : Commercial Lines Producer
Classification : Exempt
Department : First Express Insurance
Location : Omaha Lakeside, 16949 Lakeside Hills Plz., Omaha, NE
Hours : Monday Friday, 8-5 or as required
Reports to : President First Express Insurance
Summary / objective : The Commercial Lines Producer is responsible for building and maintaining profitable client relationships, assessing clients insurance needs, and providing tailored coverage solutions for businesses .
Company Summary - First Express Insurance (FEI) is a division of Arbor Bank currently consisting of seven team members & growing. FEI represents multiple insurance companies which gives FEI the ability to find the right coverage at the right price for clients. We are about understanding whats at stake and how we can help. Were proud to be a Gallup Strengths organization and promote employee engagement and Teamwork in everything we do. Our employees GROW with Arbor Bank by practicing their unique strengths to embody our Core Values : Do What You Do Best, Do Different Better, Be One Team, Take Total Ownership, Embrace Urgency, and Be A Guiding Force. Pay and benefits arent the only thing we do right, we also get the intangibles right with a culture, family-like atmosphere and values that are second to none. Were proud that we plant two trees in a national forest for every new customer. Our core focus is to create raving fans by growing the value in every relationship.
Duties & Essential Functions :
- 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.
Other Functions and Responsibilities :
Required Qualifications, Education and Experience :
Travel : As necessary.
Supervisory responsibilities : none
Affirmative action plan / equal employment opportunity (AAP / EEO) statement Arbor Bank maintains a policy of non-discrimination with employees and applicants for employment. No aspect of employment with us will be influenced in any manner by race, color, religion, sex, age, national origin, marital status, disability or any other basis protected by applicable law. We also believe in the principles of the Americans With Disabilities Act (ADA). ADA prohibits employers from unlawfully discriminating against employees or job applicants with disabilities when making employment decisions. We will provide reasonable accommodation to otherwise qualified disabled employees or applicants. If you are unable to submit an application because of incompatible assistive technology or a disability, please contact us at HR@arborbanking.com
Accessibility : If you need an accommodation as part of the employment process please contact Human Resources atPhone : 402-252-8279Email : HR@arborbanking.comEqual Opportunity Employer, including disabled and veterans.If you want to view the Know Your Rights : Workplace Discrimination is Illegal poster, please choose your language : English () Spanish () Arabic () -Chinese () EnglishSpanish () Chinese () If you want to view the Pay Transparency Policy Statement, please click the link : English ()