Personal Insurance Sales Producer

| Boston, MA, USA | Hybrid
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Leader Insurance, a wholly owned subsidiary of Leader Bank, is looking for exceptionally dedicated team members to join one of the region's fastest growing community banks and mortgage lenders. At the time of its founding in 2002, Leader Bank had one branch office, $6.5 million in assets and 7 team members. Since then, the Bank has become one of the most successful banks in Massachusetts with $4 billion in assets, more than 400 team members, 7 branch offices, and annual mortgage originations of over $5 billion.
Exemplary products and an innovative spirit have driven Leader Bank's rapid growth over the years, and our team members embrace these values. Our mission is to obsess over our clients, make them feel valued, and maintain long-term relationships with them by constantly enhancing our products and processes to always be improving our client experience. For our team members, Leader Bank prioritizes competitive compensation and benefits, a healthy work-life balance, and an environment that fosters diversity and inclusion.
Summary
Tired of struggling to meet your sales goals? Come join a growing and tech focused agency! We make the sales process easy for you! We want you to spend your time selling not bogged down with paperwork and service work!
Leader Insurance is not your typical agency. We have begun to build out our digital approach to a modernized agency by bringing the financial support, tech focused culture, and white glove approach you would expect to receive from a Fintech/Insuretech company to our agency. We have leveraged Vertafore's open API tech stack for systems to deliver our clients and our team members the best service.
We are looking for a licensed Personal Insurance Sales Producer to work closely with our residential lending team on internal new purchase referrals. This will be a salaried and commissioned position.
Responsibilities

  • Respond to customer inquiries for new policies. Advise bank customers on their insurance needs. Prepare quotes for coverages and carriers appropriate to their needs.
  • Place new business with carriers in a manner that optimizes member needs and agency profitability.
  • Educate members concerning coverage selection, limitations/exclusions, and insurance products and procedures.
  • Complete new business applications and transition new insurance customers to service team.
  • Consultative approach to provide expertise to customers regarding carriers, coverage, products, systems, and procedures.
  • Be able to meet a monthly/quarterly/annual sales targets.


Qualifications

  • Property/casualty producer's license required.
  • 1 - 4 years' experience in a personal insurance sales role.
  • Working knowledge of rating and underwriting personal lines products.
  • Knowledge of property and casualty products and agency carriers.
  • Agency experience preferred.


Leader Bank offers an excellent compensation and benefits package including: 401k plan with corporate match, medical and dental insurance, and the opportunity to work for a fast growing, local organization.
Leader Bank, N.A. is an Equal Opportunity and Affirmative Action employer and does not discriminate on the basis of race, color, religion, age, gender, marital status, sexual orientation, national origin, disability, military status, veteran status or any other protected class.

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
  • People Operations
    • C#Languages
    • C++Languages
    • JavaLanguages
    • JavascriptLanguages
    • PHPLanguages
    • PythonLanguages
    • RubyLanguages
    • SqlLanguages
    • SwiftLanguages
    • ReactLibraries
    • Apache CamelFrameworks
    • Spring BootFrameworks
    • Angular 2Frameworks
    • MariaDBDatabases
    • Microsoft SQL ServerDatabases
    • MongoDBDatabases
    • SnowflakeDatabases
    • AWS (Amazon Web Services)Services
    • Microsoft AzureServices
    • Google AnalyticsAnalytics
    • TableauAnalytics
    • FigmaDesign
    • IllustratorDesign
    • InVisionDesign
    • PhotoshopDesign
    • InDesignDesign
    • ConfluenceManagement
    • Google DocsManagement
    • JIRAManagement
    • Monday.comManagement
    • SmartsheetManagement
    • HootsuiteCMS
    • WordpressCMS
    • DocuSignCRM
    • SurefireCRM
    • Constant ContactEmail
    • iContactEmail
    • Microsoft TeamsCollaboration
    • ZoomCollaboration
    • Monday.comProject Management

Location

Our corporate headquarters is centrally located in beautiful Arlington, Massachusetts and easily accessible via Route 2. Our offices are surrounded by local eateries, schools, and grocery stores – making for a neighborhood feel just a short drive or ride on public transit from downtown Boston.

An Insider's view of Leader Bank

What’s the vibe like in the office?

The vibe in our office is very collaborative. We have people at all levels in all different departments working side by side, with the leadership team always very accessible. There is a strong sense of pride and dedication as team members roll up their sleeves and focus on delivering the best products and services for our clients.

Kerry

VP Head of Brand Marketing

What does your typical day look like?

A typical day looks like solving real world enterprise problems using various software technologies. Spending most of the time in development, resolving pressing issues and collaborating with coworkers who are very cooperative and supportive. Ready to face challenges every single day for us to deliver the best product to our clients.

Pooja

Senior Software Engineer

How does the company support your career growth?

Leader Bank provides different learning opportunities for all team members including online self-paced courses, live classes, and interactive sessions with senior leaders. In my experience, the leadership team is always looking for new, out of the box ways of doing things and pushes you to take on stretch projects and learn all that you can.

Sandy

AVP Talent Management

What is your vision for the company?

My vision is for Leader Bank to be synonymous with exemplary client services and convenient, straightforward banking and lending. Through constant innovation of our products and services, we will always improve upon our client experience. Leader Bank will be known for delivering for our clients and the communities we serve.

Jay

President

How would you describe the company’s work-life balance?

Leader Bank provides a flexible work environment and values the balance between work and personal life. We are a family owned business and treat our team members like family.

Wes

SVP Chief Talent Officer

What are Leader Bank Perks + Benefits

Leader Bank Benefits Overview

Leader Bank offers an excellent compensation and benefits package including a 401k plan with company match, medical, vision, and dental insurance, and the opportunity to work for a fast growing organization. With emphasis on professional development and career growth, Leader Bank offers a variety of opportunities for training, skills development, cross-functional learning, both formally and self-guided.

Culture
Volunteer in local community
Partners with nonprofits
Open door policy
OKR operational model
Team based strategic planning
Employee-led culture committees
Hybrid work model
Employee awards
Flexible work schedule
Remote work program
Diversity
Dedicated diversity and inclusion staff
Highly diverse management team
Diversity employee resource groups
Hiring practices that promote diversity
Health Insurance + Wellness
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Pet insurance
Wellness programs
Mental health benefits
Financial & Retirement
401(K)
401(K) matching
Performance bonus
Child Care & Parental Leave
Family medical leave
Company sponsored family events
Vacation + Time Off
Generous PTO
Paid volunteer time
Paid holidays
Paid sick days
Floating holidays
Bereavement leave benefits
Office Perks
Company-sponsored outings
Some meals provided
Fitness stipend
Professional Development
Job training & conferences
Lunch and learns
Promote from within
Continuing education available during work hours
Online course subscriptions available
Personal development training

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