Your Career. Your Story. Let's Write the Next Chapter Together.

At Forth Insurance, a job isn't just a paycheck - it's a meaningful journey. We're committed to helping you grow both professionally and personally in an environment where people come first. We offer a competitive total rewards package, including generous benefits and compensation tailored to your skills, experience, and education.

What truly sets us apart is our people-first culture. Here, you'll be supported by unique initiatives like our Dream Manager program, one-on-one guidance from a nationally certified health and wellness coach, and free access to certified financial professionals who are here to help you plan for your future.

If you're looking for a career that empowers you to make meaningful connections, positively impact others, and pursue your personal and professional dreams-we'd love to meet you. Apply today and start the most rewarding chapter of your career with us.

Job Description

Acquires new business and sustains renewal business through prospecting, soliciting, quoting, and sales; service and sales standards must be met with emphasis on integrity, robust relationship development, and superior management of the client’s insurance needs by performing the following duties.

Duties and Responsibilities include the following.

• Assists in development of sales objectives, forecasting premium volume and commission growth.
• Creates and maintains prospects in the agency’s management system database.
• Pre-qualifies prospects for insurability and quality of risk.
• Identifies client’s insurance needs, gaps in coverage, and loss exposures (insurable & un-insurable).
• Obtains accurate information from prospects, including completed applications, supplemental questionnaires, risk surveys, and other related documentation for complete, comprehensive submissions.
• Assists Marketing Coordinator/CSR in acquiring complete, appropriate documents as required by underwriters in consideration of coverage requirements.
• Promotes and supports cooperative, enthusiastic, and productive relationships with service team (Account Executive/CSR’s).
• Meets agency standard for accounts receivables.
• Reviews client expiration reports for upcoming renewals and responds as required for risks and market conditions.
• Accurately documents client files as to coverage discussions, quotes, declinations, or coverage changes.
• Rounds out accounts through cross-selling of identifiable risks.
• Monitors, interacts with Claims CSR, and intercedes when necessary on customer claims issues.

Supervisory Responsibilities                                                       

This job has no supervisory responsibilities.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience                                                     

High school diploma or general education degree (GED); three to five years experience with multi-line insurance products. 

Certificates, Licenses, Registrations

Property & Casualty and/or Life & Health insurance license required.

Physical Demands

While performing the duties of this Job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk and sit. The employee is occasionally required to use hands to finger, handle, or feel; reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.  Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This position operates in a professional insurance environment and routinely uses standard office equipment and digital tools such as secure financial systems, computers, phones, photocopiers, and scanners. The role requires maintaining a high level of professionalism, confidentiality, and attention to detail in all interactions.

Work is typically performed both in a corporate office setting and in the field visiting clients.  Expect a fast-paced, high-pressured, competitive atmosphere where rejection is likely, but the rewards are exceptional. This role requires travel.

This job description reflects management's assignment of essential functions.  It does not prescribe or restrict the tasks that may be assigned.  Origin Bancorp or its subsidiaries (the Company) shall, in their discretion, modify or adjust the position to meet the Company’s changing needs.  This job description is not a contract and may be adjusted as deemed appropriate in the Company’s sole discretion. 

Our Hiring Process

The following pre-employment screenings will be completed after a conditional offer of employment has been accepted:

• Criminal Background check
• Credit check
• Fingerprint check
• Drug Screen
• OFAC check
• Reference check
• Employment verification
• Education verification

Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws. Know Your Rights