Insurance Personal Lines Producer

First United Bank

. Drive new business growth through the development, quoting, presentation, and closing of Personal Lines insurance opportunities .

Posted 9/21/2026full-timeUnited StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Personal Lines insurance sales, including quoting, presenting, and closing new business opportunities. Proficient in relationship-building with clients and referral partners while achieving measurable production goals.

Highest-signal resume keywords

Personal Lines Insurance SalesState Resident Insurance LicenseCRM and Agency Management SystemsConsultative Sales SkillsMicrosoft Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

QuotingPresentationNegotiationClosingUnderwritingAccount AnalysisPolicy IssuanceSales Goal AccountabilityCarrier Options EvaluationHigh-Volume Pipeline Management

Soft Skills

Strong Written CommunicationStrong Verbal CommunicationRelationship-BuildingOrganizational SkillsTime-Management Skills

Tools & Technologies

Applied EpicPC Operating SystemsComparative Rating Platforms

Certifications & Qualifications

State Resident Insurance LicenseIndustry Designation (Preferred)

Industry Keywords

Personal Lines InsuranceInsurance SolutionsReferral RelationshipsComplianceBanking-Referral Experience

About the role

Key responsibilities & impact

Drive new business growth through the development, quoting, presentation, and closing of Personal Lines insurance opportunities
Develop strong relationships with First United Bank partners, existing clients, prospects, and other referral sources
Achieve established production goals
Manage the new-business pipeline
Provide consultative insurance solutions and a high-quality customer and referral-partner experience
Quote, present, deliver, and sell Personal Lines new business opportunities
Meet or exceed monthly and annual new-business revenue, premium, policy-count, and/or activity goals
Develop working relationships with First United bankers, mortgage teams, and internal referral partners
Respond to incoming referrals and communicate opportunity status and outcomes
Maintain accurate CRM and/or agency management system records
Follow up on outstanding quotes and convert qualified opportunities into bound business
Identify opportunities to round accounts with home, auto, umbrella, recreational vehicle, flood, and other Personal Lines products
Evaluate carrier options and recommend coverage based on exposures, coverage needs, underwriting eligibility, and carrier appetite
Educate prospects on coverage options using a consultative sales approach
Issue Evidence of Insurance and complete policy issuance
Handle underwriting issues and requirements
Ensure compliance with carrier, agency, regulatory, and First United requirements
Ensure documentation and smooth transition of newly bound accounts to the appropriate service team
Maintain and strengthen internal and external referral relationships

Requirements

What you’ll need

State Resident Insurance License required
High School Diploma or equivalent GED required
Personal Lines insurance and industry knowledge preferred
Industry designation, or willingness to obtain a designation, preferred
Prior sales, insurance, banking-referral, or relationship-development experience preferred
Proficiency with PC operating systems and Microsoft Office
Experience with Applied Epic preferred
Knowledge and experience with carrier websites and comparative rating platforms
Ability to effectively use CRM and agency management systems to manage and document a new-business pipeline
Strong written and verbal communication skills
Strong relationship-building and consultative sales skills
Effective sales, presentation, negotiation, and closing skills
Strong organizational and time-management skills with the ability to manage a high-volume referral and prospect pipeline
Ability to analyze customer exposures and explain coverage options clearly
Demonstrated accountability for measurable sales and production goals
Some Travel may be required

Benefits

Comp & perks

Exciting opportunities for employees to grow and follow their passions
Reasonable accommodations for individuals with disabilities
Equal employment opportunity