Producer/Sales - Financial Services

Novacore; Kentucky; On-site; USD 60,000 - 90,000; Full time

Job summary

Novacore is seeking a driven Producer to grow CPIA's client base across lending institutions, mortgage servicers, and financial entities in the Midwest and Southeast regions. You will develop and sell insurance tracking services, lender-placed insurance programs, and professional liability products while building trusted relationships with lenders and risk managers.

The role emphasizes consultative sales, regulatory awareness (CFPB, RESPA, OCC), and the ability to translate complex coverage into

Qualifications

• Proven experience in insurance sales, preferably involving LPI, insurance tracking services, creditor-placed insurance, or mortgage servicing risk management products.
• Experience working with mortgage servicers, banks, credit unions, or auto lenders.
• Strong understanding of insurance compliance and lender collateral protection programs.
• Excellent communication, presentation, and relationship-building skills.
• Strong organizational and time management abilities with the ability to work independently.
• Proficiency with CRM systems, Microsoft Office, and virtual presentation tools.

Responsibilities

• Develop and manage a pipeline of financial institutions, mortgage servicers, credit unions, and auto lenders in need of insurance tracking and lender-placed insurance solutions.
• Promote and sell insurance tracking services, lender-placed insurance programs, and professional liability insurance products.
• Present solutions to executives, risk managers, servicing teams, and compliance leaders, emphasizing risk mitigation, operational efficiency, and regulatory compliance.
• Educate clients on best practices for insurance compliance, including applicable federal and state regulations (CFPB, RESPA, OCC, and related guidance).
• Assist with the implementation of insurance tracking systems and integration with client loan servicing platforms.
• Provide training and ongoing support to client staff regarding insurance monitoring workflows, borrower notifications, and claims management.
• Maintain strong client relationships through regular meetings, program performance reviews, and service support.
• Attend industry conferences, lender events, and trade shows to build relationships and generate new business opportunities.
• Monitor industry trends, regulatory updates, and competitor offerings related to lender-placed insurance and insurance tracking services.

Skills

Insurance sales

LPI (Lender-Placed Insurance)

Insurance tracking

CRM software

Microsoft Office

Presentation skills

Relationship-building

Time management

Tools

CRM platforms

Job description

Why join the Novacore team?

Because your next stellar chapter starts here — and we're building something bold and meaningful. At Novacore, we're not your average insurance company. We're a team of driven professionals passionate about redefining the specialty insurance experience for our agents, carrier partners — and for each other. But at our core, we believe it's not just what we do — it's how we do it and who we do it with. Recognized as a top workplace, Novacore is a place where ambition is supported, growth is continuous and culture matters. From day one, you'll find mentorship, hands-on learning and clear paths for advancement. You'll grow your skills, expand your expertise and become even more exceptional — because when you succeed, we all do.

We Offer

• A collaborative, results-driven environment
• Competitive compensation and comprehensive benefits
• Year-round social and community events
• Ongoing mentorship and professional development
• Endless opportunities for upward mobility

So if you're ready to be part of something extraordinary — with a team that’s transforming commercial insurance — we want to meet you.

Producer/Sales - Financial Services

CP Insurance Associates (CPIA) is a specialty insurance agency that provides solutions tailored to our clients' needs. We partner with financial institutions, property investors, and auto dealers to offer comprehensive insurance coverage, tracking services, and professional insurance products safeguarding the collateral across portfolios. As a managing general agency, we have the flexibility to step into any insurance area to find the solutions and services needed to protect your business.

The acquisition CPIA in February 2026 expands Novacore's capabilities within the financial institution and lending space and strengthens our ability to deliver scalable, compliant solutions that support complex portfolios across the country.

CPIA is looking to expand into the Midwest and Southeast regions, seeking motivated and knowledgeable Producers to grow CPIA's client base among lenders, mortgage servicers, credit unions, and financial institutions.

This role focuses on developing and selling insurance tracking solutions, lender-placed insurance (LPI) programs, and professional liability insurance products that help financial institutions manage risk, maintain regulatory compliance, and protect collateral when borrower insurance lapses or is insufficient.

Ideally, the candidate(s) will have experience working with lenders or financial institutions and a strong understanding of insurance tracking systems, lender risk management, and lender-placed insurance programs. This role requires a consultative sales approach, strong relationship management skills, and the ability to deliver tailored insurance solutions.

Preferred areas include Midwest and Southeast US.

• Develop and manage a pipeline of financial institutions, mortgage servicers, credit unions, and auto lenders in need of insurance tracking and lender-placed insurance solutions.
• Promote and sell insurance tracking services, lender-placed insurance programs, and professional liability insurance products.
• Present solutions to executives, risk managers, servicing teams, and compliance leaders, emphasizing risk mitigation, operational efficiency, and regulatory compliance.
• Educate clients on best practices for insurance compliance, including applicable federal and state regulations (CFPB, RESPA, OCC, and related guidance).
• Assist with the implementation of insurance tracking systems and integration with client loan servicing platforms.
• Provide training and ongoing support to client staff regarding insurance monitoring workflows, borrower notifications, and claims management.
• Maintain strong client relationships through regular meetings, program performance reviews, and service support.
• Attend industry conferences, lender events, and trade shows to build relationships and generate new business opportunities.
• Monitor industry trends, regulatory updates, and competitor offerings related to lender-placed insurance and insurance tracking services.

Qualifications

• Proven experience in insurance sales, preferably involving Lender-Placed Insurance (LPI), insurance tracking services, creditor-placed insurance, or mortgage servicing risk management products.
• Experience working with mortgage servicers, banks, credit unions, or auto lenders.
• Strong understanding of insurance compliance and lender collateral protection programs.
• Excellent communication, presentation, and relationship-building skills.
• Strong organizational and time management abilities with the ability to work independently.
• Proficiency with CRM systems, Microsoft Office, and virtual presentation tools.

Preferred Qualifications

• Active Property & Casualty Insurance License or ability to obtain one quickly.
• Experience selling insurance tracking platforms or lender risk management solutions.
• Established network within the lending, mortgage servicing, or financial services industry.