FB Careers

Personal Lines Sales Executive (Producer)

At FBinsure, we are committed to tailoring insurance to the individual needs of our valued clients.  As a Personal Lines Sales Executive, you are more than an insurance agent to our clients. You are an advocate, insurance educator and adept communicator.

A Personal Lines Sales Executive’s responsibilities include providing that tailored approach for opportunities that call or walk into our offices, seeking out new business, and rounding and upselling existing accounts. Using your expertise, you will educate and advise personal clients on the right coverage options for their specific needs. Your role will have you working with clients and alongside carrier partners to analyze policies and exposures, understand client needs, and design insurance programs according to FBinsure guidelines.

Insurance, while critical, can also be a maze. It’s our mission to ensure our clients are well-advised and know their specific needs and concerns have been addressed. It will be your responsibility to work with clients to ensure they are getting the best coverages and value for their needs, recommend actionable solutions.

Position Specification 

• Personal Lines department- will be based out of a specific location discussed during interview process
• 8 AM to 5 PM, Monday-Friday
• Client-facing position

Skills & Qualifications

• Exceptional communication skills – Above and beyond communication with clients, your team and carriers ensures a smooth client experience and fruitful relationships.
• Time management skills – The ability to prioritize and manage your time appropriately is critical to a role in which you create opportunities for yourself and manage personal/professional relationships.
• 2 years’ industry or sales experience
• Meet with and service prospective walk-in clients
• Detailed-oriented and determined to complete the sales process
• Proficient knowledge of Microsoft Office / 365

Preferred Qualifications

• 3+ Years Industry or Sales Experience

Responsibilities

• Develop leads and prospects for through marketing efforts, centers of influence, and referral opportunities
• Prequalify insurance prospects for insurability and quality of risk
• Educate clients on risks, coverages, and agency procedures and standards
• Achieve individual sales objectives
• Create insurance proposals, make sales presentations to prospective and existing clients on new business
• Complete and submit applications and related documentation to appropriate insurance markets
• Be cognizant of prospect’s time, make arrangements to meet at their convenience

• Contact clients at renewal to discuss rounding and upselling existing accounts
• Attend departmental and agency meetings as required
• Refer clients to other departments for products in commercial lines and financial services
• Be an active community leader and participate in at least one networking group.
• Develop centers of influence who deliver sales opportunities on a regular basis.

Education

FBinsure highly encourages the continuing education of our staff. If you are not yet licensed, we will support you in obtaining your P&C license. Further, we encourage the pursuit of other certifications and professional designations in accordance with your role. We are driven to ensure our employees have the tools and training they need to best support our clients and we are fully prepared to invest in the right candidate. We will support you in staying up to date in your education and insurance acumen with our internal training program, FB University.

Future Opportunity

Our agency focus is on growth. For our clients, our employees, and the Agency itself we aim to foster opportunities for growth. We celebrate continuing education and offer internal growth opportunities at each level of our organization to see our team prosper.

If this sounds like the fulfilling career for you please send your resume to KKoestner@fbinsure.com.

Client Service Manager 

At FBinsure, we are committed to tailoring insurance to the individual needs of our valued clients.  As a Client Service Manager, you’ll deliver unmatched service and support to our clients on a day to day basis. You are an advocate, insurance educator and empathic communicator.

A CSM’s responsibilities include providing top tier client service through: handling all billing related questions and issues, taking first reports of claims, answering policy specific question, requesting account reviews, walk-in renewal reviews. Your role will have you working with directly with our clients to provide a smooth and productive insurance experience.

Insurance, while critical, can also be a maze. It’s our mission to ensure our clients are well-advised and know their specific needs and concerns have been addressed. It will be your responsibility to work with clients to ensure they are getting the best coverages and value for their needs, recommend actionable solutions.

Position Specification 

• Personal Lines department- will be based out of a specific location discussed during interview process
• 8 AM to 5 PM, Monday-Friday
• Client-facing position

Skills & Qualifications

• Exceptional communication skills – Above and beyond communication with clients, your team and carriers ensures a smooth client experience and fruitful relationships.
• Attention to detail – the ability to manage competing demands, and working quickly and efficiently are all imperative to this position
• Documentation skills are paramount in this position.
• Proficient knowledge of Microsoft Office / 365

Preferred Qualifications

• 3+ Years Insurance Industry Experience

Responsibilities

•  Handle all billing related questions and issues
• Take all first reports for claims filed with the agency
• Answer all policy specific questions
• Complete request forms for account reviews
• Process incoming correspondence
• Answer specific coverage questions that require rating
• Service client walk-ins that want an instant reactive renewal review
• Any other tasks the Management Group may assign

Education

FBinsure highly encourages the continuing education of our staff. If you are not yet licensed, we will support you in obtaining your P&C license. Further, we encourage the pursuit of other certifications and professional designations in accordance with your role. We are driven to ensure our employees have the tools and training they need to best support our clients and we are fully prepared to invest in the right candidate. We will support you in staying up to date in your education and insurance acumen with our internal training program, FB University.

Future Opportunity

Our agency focus is on growth. For our clients, our employees, and the Agency itself we aim to foster opportunities for growth. We celebrate continuing education and offer internal growth opportunities at each level of our organization to see our team prosper.

If this sounds like the fulfilling career for you please send your resume to KKoestner@fbinsure.com.

Small Business Sales Executive (Producer)

At FBinsure, we are committed to tailoring insurance to the individual needs of our valued clients.  As a Small Business Producer, you are more than an insurance agent to our clients. You are an advocate, insurance educator and adept communicator.

As a small business commercial producer you will manage incoming business from the small business sector and seek out prospective clients that are in need of better insurance support, to provide the best coverage options and risk advisory guidance. Using your expertise, you will educate and advise commercial clients on the right coverage options for their business. Your role will have you working with clients and alongside carrier partners to analyze policies and exposures, understand client needs, and design insurance programs according to FBinsure guidelines.

Insurance can be a maze for small business owners who are already stretched thin. As an integral part of the business community, it’s your mission to ensure our clients are well-advised and know their specific needs and concerns have been addressed. It will be your responsibility to work with clients to ensure they are getting the best coverages and value for their needs, recommend actionable solutions.

Position Specification 

• Commercial Lines department- will be based out of a specific location discussed during interview process
• 8 AM to 5 PM, Monday-Friday
• Client-facing position

Skills & Qualifications

• Exceptional communication skills – Above and beyond communication with clients, your team and carriers ensures a smooth client experience and fruitful relationships.
• Time management skills – The ability to prioritize and manage your time appropriately is critical to a role in which you create opportunities for yourself and manage personal/professional relationships.
• 2 years’ industry or sales experience
• Meet with and service prospective walk-in clients
• Detailed-oriented and determined to complete the sales process
• Proficient knowledge of Microsoft Office / 365

Preferred Qualifications

• 3+ Years Commercial Lines Experience
• Insurance License

Responsibilities

• Develop leads and prospects for through marketing efforts, centers of influence, and referral opportunities
• Prequalify insurance prospects for insurability and quality of risk
• Educate clients on risks, coverages, and agency procedures and standards
• Achieve individual sales objectives
• Create insurance proposals, make sales presentations to prospective and existing clients on new business
• Complete and submit applications and related documentation to appropriate insurance markets
• Be cognizant of prospect’s time, make arrangements to meet at their convenience

• Contact clients at renewal to discuss rounding and upselling existing accounts
• Attend departmental and agency meetings as required
• Refer clients to other departments for products in commercial lines and financial services
• Be an active community leader and participate in at least one networking group.
• Develop centers of influence who deliver sales opportunities on a regular basis.

Education

FBinsure highly encourages the continuing education of our staff. If you are not yet licensed, we will support you in obtaining your P&C license. Further, we encourage the pursuit of other certifications and professional designations in accordance with your role. We are driven to ensure our employees have the tools and training they need to best support our clients and we are fully prepared to invest in the right candidate. We will support you in staying up to date in your education and insurance acumen with our internal training program, FB University.

Future Opportunity

Our agency focus is on growth. For our clients, our employees, and the Agency itself we aim to foster opportunities for growth. We celebrate continuing education and offer internal growth opportunities at each level of our organization to see our team prosper.

If this sounds like the fulfilling career for you please send your resume to SMoniz@fbinsure.com.

Mid-Large Market Risk Advisor (Producer)

At FBinsure we are committed to meeting the needs of our valued clients with tailored insurance and risk advisory service. As a Middle-Large Market Commercial Producer, you are more than an insurance agent to our clients, you are a Risk Advisor. Utilizing our proactive approach to addressing risk in the organizations of our clients, you act as an insurance educator, business advocate, and expert communicator.

As a commercial producer you will seek out and provide business owners in mid to large market businesses tailored risk advisory services and insurance support. After performing an in-depth analysis, access to a strong carrier relationships and a wealth of tools will help you to provide clients a tailor risk advisory plan a complete insurance package to build meaningful and ongoing client relationships.

Commercial insurance can be a maze for any business owner but as an organization grows, so do it’s risks and exposures necessitating a risk expert. As an integral part of the business community, you deliver the expert guidance they need to make educated insurance decisions that fit their needs and goals.

Position Specification 

• Commercial Lines department- will be based out of a specific location discussed during interview process
• 8 AM to 5 PM, Monday-Friday w/ WFH flexibility
• Client-facing position

Skills & Qualifications

• Exceptional verbal and written communication skills – Above and beyond communication with clients, your team and carriers ensures a smooth client experience and fruitful relationships.
• Time management skills – The ability to prioritize and manage your time appropriately is critical to a role in which you create opportunities for yourself and manage personal/professional relationships.
• 2 years’ industry or sales experience
• In-depth knowledge of insurance principles and programs
• Meet with and service prospective walk-in clients
• Disciplined, goal-oriented, and coach-able professional
• Proficient knowledge of Microsoft Office / 365

Preferred Qualifications

• 3+ Years Commercial Lines Experience
• Insurance License

Responsibilities

• Meet new business production goals and objectives as established
• Cultivate existing relationships to create additional cross-sell opportunities
• Develop strong relationships & trust with clients and fellow employees
• Works with CL Account Managers and agency staff to provide excellent client service
• Assist with developing risk advisory plans, make sales presentations, and close sales
• Keeps abreast of trends and techniques, and uses agency selling aids to maintain a competitive status for the agency with the industry.
• Attend sales seminars, company sales meetings, training sessions or educational activities needed to improve sales techniques, stay up to date on the latest developments in the marketplace and perform to full potential.
• Prospecting and generating new business through regular email and leads, referral sources and centers of influence
  • Responsible for generating new business through calling and emailing of business as well as utilizing centers of influence
• Be an active community leader and participate in at least one networking group.
• Develop centers of influence who deliver sales opportunities on a regular basis.

Education

FBinsure highly encourages the continuing education of our staff. If you are not yet licensed, we will support you in obtaining your P&C license. Further, we encourage the pursuit of other certifications and professional designations in accordance with your role. We are driven to ensure our employees have the tools and training they need to best support our clients and we are fully prepared to invest in the right candidate. We will support you in staying up to date in your education and insurance acumen with our internal training program, FB University.

Future Opportunity

Our agency focus is on growth. For our clients, our employees, and the Agency itself we aim to foster opportunities for growth. We celebrate continuing education and offer internal growth opportunities at each level of our organization to see our team prosper.

If this sounds like the fulfilling career for you please send your resume to JBickel@fbinsure.com.

Job Description

At FBinsure we are confident that our approach to insurance serves our clients, community and employees best. As independent insurance agents we are educators and advocates in the insurance space, taking the time to understand our clients before delivering tailored solutions that fit their needs.  As a local and long-standing institution, we feel a special dedication to our community and ensuring protection and prosperity for our neighbors and employees. As FBinsure’s Social Media Communication Coordinator you are critical to developing and telling that story. In a media landscape full of advertising and noise your goal will be to develop digital media strategies that break through and deliver our message using engaging and authentic content. In addition this role would also facilitate interoffice communication on community and employee initiative ensuring they are current with Agency happenings and prepared to share.  The best candidate for this role is an enthusiastic creator and communicator with a passion for digital media, from content creation to the expanding platform knowledgebase. In the change digital looking for a fulfilling  guiding our story and developing our community.

Position Specification

• Administrative Department – Marketing Team
• Hours 8 AM to 5 PM (Flexible)
• Hybrid work model; work from home & in the office.

Responsibilities

• Oversee FBinsure’s online social media presence including Facebook, Twitter, LinkedIn, Instagram, and Google/YouTube platforms.
• Develop and implement an ongoing social media strategy focused on growing our presence and increasing engagement.
• Plan, write and schedule content for social media accounts working closely with Agency team
  members for accurate, educational, and engaging content that showcases our brand and core values
• Utilize FBinsure’s network (i.e. carrier partners, clients, chamber relationships) to reinforce messaging efforts with custom and shared content.
• Stay up to date with latest social media best practices, technologies, and algorithmic updates.
• Track and collect data that evaluates social media activity and analytics, creating measurement reports and offering recommendations for improvement.
• Monitor user engagement and suggest content optimization.
• Monitor brand competitors strategies
• Monitor and respond to our review spaces (Including: Google, Facebook, Yelp, Bing, etc..)
• Collaborate with the Marketing Communications Director and Chief Growth Officer to ensure brand and messaging consistency across social media and marketing materials/platforms.
• Support the Marketing Communication Director with crafting of high-quality internal and external written materials, including, but not limited to events, media advisories, newsletters, and targeted marketing materials.

Qualifications

• Bachelors in communications, marketing, public relations, journalism, or related field; preferred
  • OR commensurate experience writing for and managing social media accounts for brands
• One-three years of relevant professional communications experience;
• Experience and proficiency with SM-Management Systems (Hootsuite, Buffer), Adobe Creative Suite (Illustrator, Photoshop, Spark) Adds: Canva, WordPress & Constant Contact (or similar email automation program);
• Exceptional written, editorial, and interpersonal skills;
• Robust understanding of building, managing, and improving a brand’s social presence;
• Deep knowledge of the latest trends in social media and marketing;
• Ability to be nimble and thrive in a fast-paced environment, meet deadlines, and effectively manage multiple tasks;
• Strong organizational and project management skills, as well as superior attention to
  detail;
• Meticulous editing skills with knowledge of AP and APA styles;
• Creative and critical thinking;
• Experience with analytics and measurement tools;
• Ability to anticipate, manage, and resolve conflicts; and
• Independence and self-confidence to act decisively and, at the same time, an ability to receive, integrate, and translate others’ ideas and suggestions.

Ideal candidates will also demonstrate:

• Resourcefulness and good judgment;
• The value of diversity of thought, backgrounds, and perspectives;
• Integrity/ethics beyond reproach;
• Constant seeking to apply best practices;
• Willingness to work collaboratively and consider new ideas; and
• Commitment to the organization’s mission, financial stability, and success.

Education

FBinsure highly encourages the continuing education of our staff.  Further we encourage the pursuit of other certifications and professional designations in accordance with your role. We are driven to ensure our employees have the tools and training they need to best support our clients; we are fully prepared to invest in the right candidate. We will support you in staying up to date in your education and insurance acumen with our internal training program, FB University.

Future Opportunity

Our agency’s focus is on growth. For our clients, our employees, and the Agency itself we aim to foster opportunities for growth.  We celebrate continuing education and offer internal growth opportunities at each level of our organization to see our team prosper.

If this sounds like the fulfilling career for you please send your resume to NHughes@fbinsure.com.