Job Description

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 Job
The Insurance Producer is responsible for generating new business and expanding our insurance portfolio, covering both commercial and personal lines clients with a focus on both Small Business and Personal Lines production. This role requires a solid background in insurance sales, strong networking and relationship-building skills, and a passion for delivering exceptional customer service.

Essential Functions and Responsibilities

Prospects and generates new leads through various channels, including cold calling, networking events, referrals, and targeted marketing strategies, with a focus on both small business owners and individuals. Builds and maintains relationships with business owners, decision-makers, and individual clients to understand their insurance needs and provide tailored solutions. Conducts thorough risk assessments for both small business and personal lines clients, gathering relevant information to accurately evaluate needs and recommend comprehensive coverage. Prepares and presents insurance proposals, explaining coverage options, terms, and pricing clearly for both commercial and personal lines clients. Works with insurance carriers to obtain competitive quotes and negotiate favorable terms and pricing on behalf of clients in both commercial and personal segments. Closes sales and secure new accounts across both small business and personal lines, meeting or exceeding sales targets and revenue goals. Develops and implements strategic sales plans targeting specific industries, segments, or geographic areas for business growth, encompassing both small businesses and personal lines opportunities. Stays informed on industry trends, emerging risks, and regulatory changes affecting insurance in both commercial and personal lines, providing valuable insights and recommendations to clients. Maintains accurate client records, policy documentation, and sales activity reports in the agency management system. Works closely with the service team to ensure a smooth transition of new accounts, providing ongoing support to both small business and personal lines clients. Fosters strong relationships with insurance carriers, underwriters, and other industry professionals across both segments to stay informed about market conditions, products, and changes in underwriting guidelines. Attends industry conferences, seminars, and training sessions to enhance knowledge and skills in both commercial and personal lines sales. Collaborates with marketing and business development teams to create and implement effective marketing strategies and campaigns targeting both small businesses and individuals. Stays informed about competitors' products, pricing, and sales strategies to maintain a competitive edge in both the commercial and personal lines markets. Provides exceptional customer service and support to clients throughout the sales process and beyond.

Other Duties and Responsibilities

• Assists with other tasks and projects as assigned.
• Performs special projects at management's request.

Knowledge, Skills, and Abilities

• Must have strong knowledge of both commercial and personal lines insurance products, coverages, and underwriting guidelines.
• Must have excellent communication and interpersonal skills, with the ability to build rapport with clients and address unique needs.
• Must have strong networking and relationship-building skills, with the ability to engage business owners, decision-makers, and individual clients.
• Must be self-motivated and results-driven, capable of working independently and as part of a team.
• Must be proficient negotiation, presentation, and closing skills.
• Must be detail-oriented with strong organizational and time management abilities.
• Must be proficient in using AMS360 CRM software, Vertafore supported insurance agency management/sales pipeline systems, and Microsoft Office Suite.
• Must have a valid insurance license.
• Should possess a strong commitment to providing excellent service to Truliant's members, both internal and external.

Physical Requirements

• Occasional standing, walking, bending, and stooping required.
• Must be able to sit at a desk for moderate periods of time and use a computer.
• Must be able to moderately lift or move up to 5 pounds and occasionally lift or move up to 10 pounds.

Education and Background

• Bachelor's degree in business, finance, or a related field preferred; relevant industry experience may be considered in place of a degree required.
• Minimum of 3 years of experience in insurance sales, including commercial and/or personal lines required.
• Proven track record of success in generating new business and meeting or exceeding sales targets across multiple insurance lines required.
• NC Property & Casualty insurance license required
• Professional designations such as CIC (Certified Insurance Counselor) or CISR (Certified Insurance Service Representative) are a plus.

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 coverage
• Prescription benefits (including mail order)
• Paid holidays and Paid Time Off (PTO)
• 401(k) plan with contribution matching
• Paid community involvement volunteers hours
• Paid group life Insurance
• Teammate loan discounts
• Tuition reimbursement
• Short and long-term disability
• Health & Wellness program
• Teledoc (physician video conferencing)
• Onsite fitness facilities or health club reimbursement
• Employee Assistance Program (EAP)
• Medical flexible spending account
• Dependent care flexible spending account

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