Personal Lines Producer: Growth & Sales

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

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.