P&C Producer Assistant - Property and Casualty
Published on 05/24/2023Guide Stone - Dallas, TX
We are an innovative organization that invests in the spiritual, relational, financial, physical and professional development of our employees. We have a culture that values excellence, teamwork, humility, integrity, compassion and stewardship.
What We Offer You!
We offer employees a generous benefits package, flexible work schedules, the opportunity to be involved in community outreach and tuition reimbursement.
The P&C Producer Assistant works as a member of the Sales team to assist Producers with completing and monitoring new business submissions to insurance carriers and to assist Producers with marketing GuideStone P&C insurance products to ministry prospects to ensure the growth of the agency’s book of business.
What you will do:
Coordinate with Producers to generate, submit and monitor new business quote applications to Property and Casualty Commercial Lines carriers to help grow GuideStone’s book of business using various quoting methods.
Communicate with underwriters regularly to request quotes and answer questions or requests.
Support Producers as necessary in effectively using Microsoft Dynamics to market to prospects in assigned territories.
Coordinate with the Sales Support team to create a formal proposal to provide to prospects.
Proactively seek ways to assist in providing process/systems improvements.
Create and update the documentation of processes and procedures when necessary.
Assist Producers and Sales Support Team as needed.
Travel is not more than 5-10%.
Other duties may be assigned.
What you will need:
High school diploma or equivalent (GED) is required. A bachelor's degree is preferred.
Active Property and Casualty license and the ability to be licensed in additional states preferred
Thorough and comprehensive knowledge of P&C Commercial Insurance
Proficient with Admitted, Excess, and Surplus Lines Insurance
Experience working with ACORD Forms and Applied Epic or other Agency Management software preferred
Ability to be organized and establish priorities for multiple tasks and meet deadlines
Ability to work independently and as a team member on tasks as needed
Proficient in MS Office and able to quickly learn required GuideStone applications
Fluency in English and Spanish preferred.
About Guide Stone
GuideStone is a diversified Christian financial services provider, offering retirement, insurance, investment management, property and casualty coverage, and executive planning products and services to the Southern Baptist and wider evangelical Christian community. GuideStone sponsors the nation’s largest Christian-screened registered mutual fund family and is located in Dallas, Texas.
LocationDallas, TX 75244