Insurance Producer

Posted 2 Days Ago
Be an Early Applicant
Leawood, KS, USA
In-Office
Junior
Real Estate • Financial Services
The Role
Sell and advise clients on property & casualty and other insurance lines. Contact and meet prospects, assess coverage needs, build customized policies, process renewals, assist with claims, and maintain records. Initial in-person training; remote or hybrid possible after training.
Summary Generated by Built In

Description

Basic Description:

The Insurance Producer will educate and sell Property & Casualty, as well as other lines of Insurance through Flat Branch Insurance Services.

Initial training will be held in person. Once training is complete there will be a possibility to working remotely or hybrid depending on experience. 

Responsibilities:

  • Contacts prospective clients about insurance products and policies.
  • Meets with potential clients to discuss adequacy of existing insurance coverage and related financial resources.
  • Explains various insurance policies and products to potential and existing clients; guides clients in selecting coverage to best meet their needs.
  • Suggests modifications and updates to clients’ existing insurance policies.
  • Builds customized insurance policies and packages to meet clients’ needs.
  • Processes insurance policy renewals.
  • Assists clients with filing insurance claims.
  • Maintains print and electronic records and files as required.
  • Performs other related duties as assigned.

Requirements

Qualifications & Skills:

  • High school diploma or equivalent required
  • Licensed to sell insurance in applicable states.
  • 2 years of related experience preferred.
  • Extensive knowledge of various insurance products and policies.
  • Ability to determine best insurance policy for individual clients.
  • Excellent interpersonal and sales skills.
  • Ability to identify and contact prospective clients.
  • Excellent written and verbal communication skills.
  • Proficient in Microsoft Office Suite or similar software.
  • Proficiency in Vertafore systems a plus.
  • Prolonged periods sitting at a desk and working on a computer

Skills Required

  • High school diploma or equivalent
  • Licensed to sell insurance in applicable states
  • 2 years of related experience
  • Extensive knowledge of various insurance products and policies
  • Ability to determine best insurance policy for individual clients
  • Excellent interpersonal and sales skills
  • Ability to identify and contact prospective clients
  • Excellent written and verbal communication skills
  • Proficient in Microsoft Office Suite or similar software
  • Proficiency in Vertafore systems
  • Prolonged periods sitting at a desk and working on a computer
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The Company
750 Employees
Year Founded: 2005

What We Do

Flat Branch Home Loans is a full-service, employee-owned retail mortgage lender headquartered in Columbia, Missouri. Founded in 2005, the company provides a variety of mortgage products, including conventional, FHA, VA, and USDA loans. They operate as a licensed mortgage banker with in-house underwriting, allowing them to deliver tailored loan processes and a high level of customer service to homebuyers throughout the Midwest.

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