About the role

Scope: The Senior Insurance Producer is responsible for all insurance product sales and service.

Develop a base for long-term sources of clients by using referrals, as well as occupational and special interest groups to compile lists of prospects.
Approach potential clients by utilizing mailings, phone solicitation and group presentations.
Approach potential clients with an emphasis on agricultural and commercial policies, and be able to offer quotes for life, health, disability, auto, home, business, crop insurance, and annuities.
Obtain underwriting approval by completing the application for coverage.
Complete the coverage by delivering policies and planning future follow-up visits and evaluation of needs.
Maintain a file of current customer policies and review files as necessary with customers.
Actively cross-sell additional policies on existing accounts.
Receive and forward policy payments to the agency or institution for premiums.
Review insurance policies with customers.
Participate in community activities as needed and any other activities that may arise.
Perform other duties as requested or assigned.

Relationship Building-understands that a primary factor in success is establishing and maintaining productive relationships
Initiative-takes action without being prompted
Integrity-thinks and acts ethically and honestly
Problem Solving & Decision Making-identifies problems, solves them, acts decisively and shows good judgment
Creativity-generates original ideas, encourages new ways of thinking, explores options, and develops innovative solutions
Results Orientation-maintains appropriate focus on outcomes and accomplishments
Composure-maintains emotional control under challenging and stressful circumstances
Conflict Management-recognizes that conflict can be a valuable part of the decision-making process
Presentation Skills-organizes and delivers public speeches that effectively inform or persuade audiences
Team Player-shares resources, responds to the needs of other departments and supports the larger organizational agenda

Senior Insurance Producer