Insurance Commercial Lines Producer

First United Bank

. Prospect, solicit, and sell new commercial accounts .

Posted 9/21/2026full-timeAustin • Texas • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in insurance products, underwriting procedures, and client relationship management while effectively generating new business and retaining existing accounts. Proficient in compliance requirements and capable of delivering clear communication to clients and service staff.

Highest-signal resume keywords

Insurance LicenseInsurance Products KnowledgeBusiness DevelopmentClient Relationship ManagementCompliance Exams

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Insurance SalesRisk AssessmentPolicy ReviewLoss Control ProgramsSales PresentationsClient DocumentationInsurance Market KnowledgeRating ProceduresUnderwriting ProceduresInsurance Plan Design

Soft Skills

Verbal CommunicationWritten CommunicationRelationship BuildingProblem SolvingClient Education

Industry Keywords

Commercial AccountsInsurance ProspectsClient ListsSales ObjectivesChamber of CommerceCommunity OrganizationsInsurance ExclusionsCoverage LimitationsRenewal ProposalsNon-Standard Coverage

About the role

Key responsibilities & impact

Prospect, solicit, and sell new commercial accounts
Counsel and professionally market to existing clients
Identify and develop insurance prospects and appropriate markets
Respond quickly and effectively to referrals
Prequalify insurance prospects for insurability and quality of risk
Create and maintain client and prospect lists
Design insurance plans and recommend coverages to clients
Survey loss exposures, needs, and potentially uninsurable or difficult-to-insure exposures
Make sales presentations on new and renewal business
Assist the Account Executive with applications and related documentation
Develop, follow, and complete sales objectives
Educate clients about agency payment expectations and cancellation procedures
Document non-standard coverage limitations and binding restrictions
Request referrals from insureds to generate new business
Explain coverages and exclusions and document explanations
Develop a profitable book of business for the agency and carriers
Ensure clients' limits and coverage are adequate
Provide client information and clarification to service staff and document transactions
Review existing policy coverages annually to upgrade accounts and remarket when necessary
Assist service staff with client information for insurance schedules, summaries, and renewal proposals
Review policy change requests and other account activity
Recommend and help insureds implement loss control programs
Contact insureds regarding collection of past-due premiums or audit amounts
Retain assigned percentages of accounts at renewal
Continue developing relationships with insureds
Perform other duties and handle prospects assigned by agency management
Participate in sales meetings
Complete required compliance exams and continuing education
Build network relationships through chambers of commerce, bank meetings, and community organizations

Requirements

What you’ll need

College education or equivalent insurance experience
Ability to communicate verbally and in writing with others, explain complex issues, receive and interpret complex information, and respond appropriately
Ability to understand written and oral communication and interpret abstract information
Must maintain insurance license
Full knowledge of insurance products and usages
Adequate knowledge of rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned client prospect lists
Full knowledge of insurance markets and reference to markets
Knowledge of rating and underwriting procedures
Ability to generate new business sales, retain existing business, and close sales in insurance
Ability to carry out complex tasks with concrete and abstract variables
Complete required compliance exams
Develop network relationships through Chamber of Commerce membership, bank meetings, and community/non-profit organization involvement

Benefits

Comp & perks

Exciting opportunities for employees to grow and follow their passions
Required continuing education classes for resident insurance license
Equal opportunity employment