TBK Bank

Receive alerts when this company posts new jobs.

Similar Jobs

Job Details

Insurance Sales Producer

at TBK Bank

Posted: 11/22/2019
Job Status: Full Time
Job Reference #: jobrq000000000006641
Categories: Insurance, Sales

Job Description

Job Description

The Insurance Sales Producer will be primarily responsible for prospecting, networking, and producing new property and casualty business insurance policies and accounts as well as the renewal retention of existing accounts. These duties include but are not limited to:

  • Prospect for business based on your local networks, connections, and communities
  • Marketing of insurance risks to companies in accordance with the practices, policies, and procedures of the company
  • Conduct sales, service, and solicitation of all forms of insurance business
  • Maximize growth and client retention through superior customer service
  • Develop accounts and cross sell available products and services
  • Generate and pursue new client opportunities
  • Present Triumph Insurance Group services and solutions at prospect meetings
  • Bring new business prospects to closure
  • Retain clients by maintaining solid business-to-business relationships
  • Develop and maintain active expiration lists through internal and external sources
  • Provide immediate follow up on client referrals
  • Make prospecting calls to identify business needs and propose company products and services
  • Obtain new accounts by actively pursuing prospects and creating interest through telephone calls and making personal visits
  • Provide professional risk management advice to prospects and clients
  • Obtain information for quotations and market account to various insurance carriers with assistance of support staff
  • Work with Account Managers to prepare proposals and present to prospects
  • Make arrangements with clients to insure premium payment on a timely basis and be responsible for collection
  • Stay abreast of trends in the insurance industry and pursue continuing education
  • Make follow up calls on insureds to insure client satisfaction with insurance program and insurance needs
  • Market all lines of commercial insurance and directly impact revenue goals through the acquisition of new business and the retention of renewals
  • Assist in the analysis of line of business and insurance company production trends and make recommendations to correct deficiencies
  • Act as an account liaison for the Sales & Marketing Assistants in dealing with other departments within Triumph Insurance Group for the quoting of specialized lines of coverage
  • Work with the Account Managers to complete pre-underwriting, information gathering, submissions, coverage analysis, and proposal presentations if needed
  • Execute a quality control process for policies and quotations delivered assuring coverage, condition, rating, and pricing accuracy
  • Effectively build relationships with insurance company underwriters through a pattern of professional risk submissions, company visitations, and negotiations
  • Maintain superior knowledge of market underwriting appetite, line of business trends, insurance company changes, rating technique, and coverage development
  • Accurately maintain prospects, new, and renewal business in the agency management system and CRM database to allow for proper analysis of trends when gaining or losing business; work with executive management to continually analyze and strengthen areas of opportunity
  • Other duties may be assigned to meet business need


  • At least 3 – 5 years of recent commercial property and casualty sales experience or related business-to-business sales experience calling on senior executives
  • Experience cold calling and getting first appointments
  • Demonstrated success in overall customer service
  • Experience with a CRM Database, specifically Salesforce, is highly preferred

Education / Certification

  • Bachelor’s degree in Business Administration, Management, or Marketing preferred
  • Appropriate insurance agent’s license required
  • Professional designation (CPCU/CIC/ACSR/CISR) preferred
  • Willingness to continue education is essential


  • Intermediate to advanced-level proficiency with Microsoft Office Products: Excel, Word, Outlook, and PowerPoint. AMS360 software proficiency preferred, but not required
  • Proven track record of success in high activity sales model with clear examples of results
  • High level of organization ability
  • Effective, professional verbal and technical written communication skills
  • Must be an effective networker
  • Ability to work with internal and external clients at all levels
  • Must have the desire for success and willingness to learn
  • Must be a good listener and have a strong work ethic
  • Must be confident and be able to work in a fast paced environment
  • High degree of self-discipline and motivation
  • Must have a the ability to take on and overcome challenges
  • Ability to follow processes and procedures and help develop new processes and procedures to help the company become more efficient
  • Solution driven problem solving skills
  • Proven analytical skills
  • Must be detail-oriented, with the ability to plan, manage and oversee a book of business
  • Must possess the ability to work independently, applying education and professional experience to achieve outstanding results
  • Demonstrates highest level technical and cognitive abilities to ensure accuracy, precision and complete projects on time and on budget
  • Ability to understand and manage complex projects, multiple agents, while working under tight schedules and deadlines
  • Demonstrates considerable tact, diplomacy, discretion and judgment with ability to build and maintain effective interpersonal relationships
  • A self-starter with an entrepreneurial approach and hands-on experience
  • Bilingual - Spanish/English – a plus, but not required
About Us

TBK Bank, SSB, a subsidiary of Triumph Bancorp, Inc. (Nasdaq: TBK), is a Texas-state savings bank headquartered in Dallas, Texas that offers consumer and commercial banking products from our 61 branches throughout Iowa, Illinois, Colorado, Kansas, New Mexico, and Texas. We also serve a national client base through our Triumph Commercial Finance division, which offers factoring, equipment lending, asset based lending, and premium finance solutions for independent insurance agents. We offer discount factoring through our Advance Business Capital LLC, d/b/a Triumph Business Capital subsidiary and insurance through our Triumph Insurance Group, Inc. subsidiary.

Application Instructions

Please click on the link below to apply for this position. A new window will open and direct you to apply at our corporate careers page. We look forward to hearing from you!