Production Agent

Description

Are you looking for?

• Flexibility that fits your life
• Paid time off driven by results and well-being, not a fixed number of days
• A fun, collaborative environment 
• Support for continued learning and career growth
• A culture based on trust, accountability, and bringing your whole self to work

Are you passionate about creating tailored risk management solutions for clients in the insurance industry? We are seeking a dedicated individual to join our team as a Production Agent. In this role, you will have the exciting opportunity to design and implement risk management programs for personal lines, commercial select (under $3,000 in revenue), and individual Life & Health clients. Additionally, you will play a crucial role in retaining and servicing a dedicated book of business, ensuring that our clients receive exceptional service and comprehensive coverage. If you are a motivated professional with a knack for crafting effective risk management strategies & building lasting relationships, we want to hear from you! 

What’s the work like?

You will...

• Solicit and cultivate qualified prospects, schedule appointments, complete applications and make sales presentations for clients under $3,000 in agency revenue.? 
• Through proper channels, pass on warm client leads outside of production agent's experience/expertise level agency revenue to Sales Executive or Sales Leader and cultivate relationship throughout the sales pipeline process.? 
• Responsible for the overall design and implementation of the risk management program of our clients. This includes directing the utilization of all FNIC resources to clients. 
• Coordinate resolution of claim coverage issues, appraisal and audits, keeping the client fully informed 
• Arrange payment terms for all accounts in accordance with agency credit and collections policy. 
• Keep abreast of trends and techniques and use agency selling aids to maintain a competitive status for the agency within the industry. 
• Review and analyze various client-related contracts, and make recommendations to clients, and/or carriers as necessary to modify existing coverage for contract compliance 
• Work to eliminate gaps in coverage to reduce E&O exposure 
• Actively participate in professional and community organizations and events to promote agency and insurance industry in the community. 
• Effectively and independently manage customer service accountabilities on book of business while meeting department service standards 
• Manage new business and renewal process according to agency procedures; negotiate most advantageous terms and conditions for the client; review quotes, prepare proposals and bind coverage 
• Complete servicing of accounts, including but not limited to preparing proposals, issuing certificates and auto ID cards, ordering and processing endorsements, audits, binders, and maintaining current status on all account tasks? 
• Promptly invoice all premium-bearing transactions 
• Review policies upon receipt in accordance with agency procedures for timely customer service 
• Promptly respond to customers' questions and/or requests for assistance 
• Communicate all necessary information to clients, carriers and any other agency team members involved in the account 
• Maintain the electronic account file and fully incorporate the capabilities of the agency management system into daily workflow 
• Prioritize workload to consistently meet objectives and request assistance from management when necessary 
• Perform quality reviews as requested by management, and comply with requirements of quality programs 
• Follow agency and department procedures as outlined by management 
• Meet with and maintain effective working relationships with insurance company representatives 
• Ensure confidentiality is maintained in the collection, maintenance, and dissemination of highly sensitive information, including Protected Health Information (PHI) 
• Maintain, develop, and pursue technical knowledge through newsletters, bulletins, seminars, trade publications or other educational opportunities 
• Maintain regular and consistent attendance 
• Any other special projects and duties as assigned 

Okay, so what’s in it for me?

While we expect a lot from our employees at FNIC, we believe in giving just as much in return. Here’s what you can expect when you join our team:

• Competitive Pay: We offer market-competitive compensation packages that reflect your experience, expertise, and the value you bring to our clients and teams.
• Benefits You Can Rely On: Health, dental, and vision insurance, HSA with employer contributions, 401(k) match, employer-paid disability coverage, and life insurance.
• Freestyle PTO & Work-Life Balance: Our trust-based and freestyle time-off approach removes PTO banks and offers flexible telecommuting options.
• Dress for Your Day: Whether you’re client-facing or behind the scenes, we encourage you to dress in a way that helps you feel comfortable and confident.
• Invested in Your Development: We support continuous learning through tuition reimbursement, training opportunities, and career growth paths across FNIC.
• Access mental health support through our EAP, virtual fitness classes, in-office gym access (Omaha), and a culture that prioritizes connection, fun, and collaboration.

Requirements

What do I need to know? 

You have to have...

• High school diploma or equivalent required, associate’s or bachelor’s degree preferred? 
• Valid Driver's License 
• Resident Property and Casualty Agent's license and/or Life & Health Agent’s license 
• 5 or more years of professional experience? 
• 3 years of insurance experience preferred? 
• CIC or CPCU or like designations (AAI, CRIS, AU), preferred? 
• Excellent verbal and written communication skills 
• Strong organizational skills 
• Proficient in Microsoft Office products (Outlook, Word, Excel), and all agency automation software 
• Proficient in department workflows and procedures 
• Ability to teach & mentor others in the account servicing area? 
• Proficient in office equipment such as computer, calculator, copier, phone and fax machine 
• Proficient in word processing? 
• Strong respect for confidentiality 
• Regular and consistent attendance 
• Ability to observe safety and security procedures and use equipment and materials properly 
• Ability to conform with and abide by all workplace policies, work procedures, and instructions 
• Ability to establish and maintain effective working relationships with company employees and external contacts