Commercial Insurance Pro for Small Business Growth

First United Bank; Denison (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

First United Bank in Denison, TX is seeking an Insurance Small Business Sales Associate to generate new commercial insurance business and assess clients' coverage needs. You will prepare quotes, present options across carrier platforms, and close new opportunities while partnering with in-house banking partners to deliver a seamless client experience.

You’ll thrive in a fast-paced, target-driven environment, build relationships with referral sources, and manage a structured sales pipeline from

Qualifications

• Bachelor’s degree preferred but not required.
• 5+ years’ experience in insurance sales or related field.
• Active P&C producers license required.
• Experience with Applied Epic is a plus.

Responsibilities

• Manage a continuous pipeline of inbound leads and referrals generated through internal banking partners, Salesforce, and other approved referral channels.
• Promptly contact prospective clients to assess insurance needs and identify commercial insurance opportunities.
• Conduct comprehensive client needs assessments and provide consultative recommendations aligned with business risks and coverage requirements.
• Prepare, analyze, and present commercial insurance quotes utilizing carrier platforms and underwriting resources.
• Evaluate available carrier options and recommend appropriate coverage solutions based on client needs, pricing, and underwriting guidelines.
• Negotiate, close, and bind new commercial insurance policies.
• Facilitate a smooth transition of newly bound accounts to the servicing team and communicate necessary account information to ensure continuity of service.

Skills

Strong organizational skills

Excellent verbal and written skills

Interpersonal communication

Independent work

Education

Bachelor’s degree preferred

Tools

Applied Epic

Job description

First United Bank in Denison, TX is seeking an Insurance Small Business Sales Associate to generate new commercial insurance business and assess clients' coverage needs. You will prepare quotes, present options across carrier platforms, and close new opportunities while partnering with in-house banking partners to deliver a seamless client experience.

You’ll thrive in a fast-paced, target-driven environment, build relationships with referral sources, and manage a structured sales pipeline from