Personal Lines Growth Producer

First United Bank; Moore (OK); On-site; USD 55,000 - 85,000; Full time

Job summary

First United Bank is seeking a Personal Lines Producer in Moore, OK to drive new business growth by quoting, presenting, and closing Personal Lines opportunities. You will build strong relationships with bank partners, clients, and referral sources while managing a robust pipeline and delivering excellent service.

The role requires local licensure, a high school diploma (college degree preferred), and experience in Personal Lines—industry designations or willingness to obtain one are a plus.

Qualifications

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

Responsibilities

• 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.

Skills

Relationship-building

Consultative sales

Closing skills

Communication skills

Education

High School Diploma

College degree preferred

State Resident Insurance License required

Tools

Applied Epic

CRM/Agency management systems

Job description

First United Bank is seeking a Personal Lines Producer in Moore, OK to drive new business growth by quoting, presenting, and closing Personal Lines opportunities. You will build strong relationships with bank partners, clients, and referral sources while managing a robust pipeline and delivering excellent service.

The role requires local licensure, a high school diploma (college degree preferred), and experience in Personal Lines—industry designations or willingness to obtain one are a plus.