Insurance Personal Lines Producer

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

Job summary

First United Bank is seeking a Personal Lines Producer in Plano to drive new business through quoting, presenting, and closing Personal Lines opportunities. You will build strong relationships with bank partners and clients, manage a robust pipeline in our CRM, and ensure timely follow-up and accurate documentation throughout the binding process.

The role emphasizes consultative insurance solutions, meeting production goals, and collaborating with internal teams to deliver high-quality service.

Qualifications

• State Resident Insurance License required.
• High School Diploma or equivalent GED required.
• College degree preferred; Personal Lines knowledge preferred.
• Industry designation, or willingness to obtain a designation, preferred.

Responsibilities

• Quotes, presents, delivers, and sells Personal Lines new business opportunities.
• Meets or exceeds established monthly and annual new-business revenue goals.
• Develops strong relationships with First United Bank partners and clients.
• Maintains an accurate new-business pipeline in CRM/agency management system.
• Proactively follows up on quotes and converts opportunities into bound business.

Skills

Communication skills

Relationship building

Sales skills

Presentation

Negotiation

Closing

CRM usage

Education

State License required

High School Diploma or GED

College degree preferred

Personal Lines knowledge preferred

Industry designation preferred

Tools

Applied Epic

CRM/Agency management systems

Job description

Join Our Team! We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United.

Position Job TitleInsurance Personal Lines Producer Job Description

The Personal Lines Producer is responsible for driving new business growth through the development, quoting, presentation, and closing of Personal Lines insurance opportunities. The position develops strong relationships with First United Bank partners, existing clients, prospects, and other referral sources. The Producer is accountable for achieving established production goals, managing the new-business pipeline, providing consultative insurance solutions, and delivering a high-quality customer and referral-partner experience.

MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS)

• Quotes, presents, delivers, and sells Personal Lines new business opportunities.
• Meets or exceeds established monthly and annual new-business revenue, premium, policy-count, and/or activity goals.
• Develops strong working relationships with First United bankers, mortgage teams, and other internal referral partners.
• Responds promptly to incoming referrals and communicates the status and outcome of opportunities to referral partners.
• Maintains an accurate new-business pipeline and documents prospect activity, referral sources, quote status, outcomes, and follow-up activity in the designated CRM and/or agency management system.
• Proactively follows up on outstanding quotes and works to convert qualified opportunities into bound business.
• Identifies opportunities to round accounts with home, auto, umbrella, recreational vehicle, flood, and other appropriate Personal Lines products.
• Evaluates carrier options and recommends appropriate coverage based on exposures, coverage needs, underwriting eligibility, and carrier appetite.
• Educates prospects on coverage options and differences using a consultative sales approach rather than competing solely on price.
• Issues and sends Evidence of Insurance and completes policy issuance for new Personal Lines business.
• Handles underwriting issues and requirements associated with new-business policies.
• Ensures quotes, applications, documentation, disclosures, and policy issuance comply with carrier, agency, regulatory, and First United requirements.
• Ensures complete documentation and a smooth transition of newly bound accounts to the appropriate service team.
• Maintains and strengthens internal and external referral relationships.
• Some Travel may be required.

EMPLOYEE SPECIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION AND WORK EXPERIENCE

• State Resident Insurance License required. High School Diploma or equivalent GED required. College degree preferred. Personal Lines insurance and industry knowledge preferred. Industry designation, or willingness to obtain a designation, preferred. Prior sales, insurance, banking-referral, or relationship-development experience preferred.

TECHNICAL AND FUNCTIONAL COMPETENCIES

• Proficiency with PC operating systems and Microsoft Office.
• Experience with Applied Epic preferred.
• Knowledge and experience with carrier websites and comparative rating platforms.
• Ability to effectively use CRM and agency management systems to manage and document a new-business pipeline.
• Strong written and verbal communication skills.
• Strong relationship-building and consultative sales skills.
• Effective sales, presentation, negotiation, and closing skills.
• Strong organizational and time-management skills with the ability to manage a high-volume referral and prospect pipeline.
• Ability to analyze customer exposures and explain coverage options clearly.
• Demonstrated accountability for measurable sales and production goals.

PERFORMANCE EXPECTATIONS

• Achieves established new-business production goals and activity expectations.
• Maintains timely follow-up and accurate pipeline documentation.
• Provides responsive service and communication to prospects and referral partners.
• Develops productive relationships with First United Bank and mortgage partners.
• Maintains appropriate documentation, compliance, and quality standards throughout the sales and binding process.

NOTE: This job description is not intended to be all-inclusive. The employee may perform other related duties as assigned by the Supervisor to meet the ongoing needs of the organization.

All Locations

• Austin-Seven Oaks
• Denison-Main
• Moore
• Plano-Parkwood
• Sherman-Taylor Street
• Tulsa

If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at [e-mail] for assistance.

First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.

First United Bank is a family-friendly organization with strong ties to the communities we serve. We practice honesty, integrity, and exceptional customer service as we strive to be the best place, to bank, work and invest. We are committed to providing excellent career opportunities and a wide array of benefits for our staff. And, in recognition of First United's commitment to being a premier employer, we've been honored by OKCBiz Magazine as a "Best Places to Work" organization. As one of only 30 organizations and companies to receive this prestigious designation, we're very proud of our accomplishment! The key to First United's success is, and always will be, our exceptional people. Our employees share a desire to provide the best possible service to our customers and they work creatively, set high standards for themselves, and stick to them.

We look forward to meeting you and wish you the best in your career!