Commercial Lines Producer

Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves.Our Promise to Our Teammates: Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do.Purpose of the JobThe Commercial Lines Producer is responsible for prospecting, networking, and producing new commercial insurance business. The position will be responsible for growing the insurance portfolio through new business and retention. The Commercial Lines Producer will partner with Truliant Federal Credit Union departments to build productive referral partnerships.Essential Functions and ResponsibilitiesDevelops information and recommendations for prospective accounts, presents proposals, and adheres to agency policies and procedures for writing a new account.Presents quote proposals in a timely and professional manner ensuring proper coverage levels for members.Collects necessary deposits, arranges for binders, certificates, etc. Collects all premiums due on or before effective date of coverage.Establishes servicing procedures and timelines when necessary for designated accounts.Establishes payment arrangements for each new/renewal account, adhering to agency guidelines and policies and procedures regarding the payment of policy premium.Meets established new business and retention goals for the agency.Performs periodic service calls on designated accounts; monitors commercial policy renewal dates and proactively contacts members to secure policy renewals.Provides professional risk management advice to prospects and members.Maintains a concern for timeliness and attention to detail when interacting with members, as well as when working with agency and company personnel to minimize potential for error or omission claims.Identifies and solicits sales prospects from various sources provided by the agency, through proactive calls, mailings, internet marketing, phone contacts, and direct referrals from Truliant employees.Develops strong working partnerships with Truliant Business Services, Small Business Lending and MFC teams. Adheres to established referral SLA to ensure a positive member experience.Assists in resolving any problems in accounting or claims for accounts produced when necessary.Documents all material conversations with insureds and/or carriers regarding exposures and coverages.Establishes strong partnership with agency's carrier partners.Provides subject matter support and guidance to business units within the organization.Other Duties and ResponsibilitiesAssists with other tasks and projects as assigned.Knowledge, Skills, and AbilitiesMust have strong commercial insurance underwriting knowledgeMust be self-motivated to achieve established goalsMust have excellent verbal and written presentation skillsMust be detail oriented, well organized and have supreme time management skillsMust have strong PC skills, with proficiency of MS Outlook, Excel, Word, PowerPoint, and OneNoteMust be able to work on multiple projects concurrently in fast paced and complex business environmentMust be able to work in a general office environmentMust be flexible and able to shift resources and priorities as requiredShould possess a strong commitment to providing excellent service to Truliant's members, both internal and externalPhysical RequirementsOccasional standing, walking, bending, and stooping requiredMust be able to sit at a desk for moderate periods of time and use a computerMust be able to moderately lift or move up to 5 pounds and occasionally lift or move up to 10 poundsMust be willing to travel as required to various Truliant locationsEducation and BackgroundHigh School Diploma or equivalent required; Bachelor's degree in Business or related field preferredMinimum of 3 years previous commercial insurance sales experience requiredNC Property & Casualty insurance license required

If you have a passion for member service and would like to invest in a meaningful career with opportunity for growth, we encourage you to apply to Truliant!

As a member of the Truliant family, you will enjoy the following full time benefits:No-cost employee Medical, dental, vision coveragePrescription benefits (including mail order)Paid holidays and Paid Time Off (PTO)401(k) plan with contribution matchingRetirement/pension planPaid community involvement volunteers hoursPaid group life InsuranceTeammate loan discountsTuition reimbursementShort and long-term disabilityHealth & Wellness programTeledoc (physician video conferencing)Onsite fitness facilities or health club reimbursementEmployee Assistance Program (EAP)Medical flexible spending accountDependent care flexible spending account