What are the responsibilities and job description for the Executive Producer position at Texas First Bank?
Career Opportunities with Texas First Bank
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Job Summary
The Executive Producer is responsible for prospecting, soliciting, quoting, and selling new Commercial / Personal Lines / Surety and Benefit Accounts. Professionally counsel and market to existing clients is essential for this position.
Responsibilities and Duties
- 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 client and prospect lists.
- Develops, follows, and completes sales objectives.
- Designs insurance plans and recommends coverage to clients.
- Surveys loss exposures, needs, and possible uninsurable or difficult to insure exposures for clients.
- Completes and submits applications and related documentation to Marketing department.
- Makes sales presentations to prospective and existing clients on new and renewal business.
- Collects payments for insureds for purchases of new and upgraded coverage and obtains signatures on all applications for insureds.
- Educates clients concerning agency payment expectations and cancellation procedures.
- Acknowledges non-standard coverage limitations and binding restrictions to document file and lower errors and omissions exposures.
- Asks for referrals from insureds 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 the agency and the carriers.
- Works with clients to ensure limit and coverage adequacy.
- Recommends and helps insureds carry out loss control programs, independently and with company loss control staff.
- Creates letters to clients offering coverage, share information and advise regarding insurance matters.
- Assists service staff to collect client information in preparation of schedules of insurance, summaries, and renewal proposals.
- Participates in sales meetings.
- Identifies training needs with assistance from managers. Develops a personal improvement plan and takes responsibility for learning and improving technical and sales skills regularly.
Job Skills and Qualifications
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