Production Representative

About the Role

The Production Representative will support the continued growth of the National Personal Lines Practice, with a primary focus on developing and strengthening relationships across the Houston and Dallas markets. This is a sales-oriented, market-facing role.

The position will be based in the Houston office and operate on a hybrid schedule (two days in office, three days remote). Additional in-office time will be expected during onboarding and training. Travel throughout Houston and Dallas will be an important part of the role, including occasional overnight stays.

Key Responsibilities

Marketing & Production

• Proactively market the National Personal Lines Practice throughout the Houston and Dallas territories.
• Build, develop, and maintain strong relationships with agency partners.
• Conduct outbound calls and regular agency outreach to identify and develop new business opportunities.
• Schedule and conduct in-person agency visits throughout the assigned territory.
• Maintain consistent follow-up and develop a strong pipeline of opportunities.
• Understand the practice's capabilities and effectively communicate available solutions to agency partners.
• Represent the National Personal Lines Practice in a polished and professional manner in the market.
• Travel throughout the territory, including overnight travel when appropriate.

Quote, Bind & Service

• Support opportunities from initial submission through rating, quoting, and binding.
• Gather information needed to effectively move business through the process.
• Follow up with agency partners regarding outstanding information and open opportunities.
• Provide responsive service and maintain strong communication throughout the placement process.
• Partner with internal teams to support successful placement of business.

Systems & Administration

• Maintain accurate and current information within internal systems.
• Document marketing and production activity and ensure appropriate follow-up.
• Complete the administrative work associated with managing opportunities and binding business.
• Learn and become proficient in internal systems, workflows, and processes.

Requirements & Tech Stack

• Strong sales, marketing, production, or business development orientation.
• Polished, confident communicator who is comfortable representing the business externally.
• Demonstrated ability to develop relationships and proactively pursue new opportunities.
• Comfortable making outbound calls, conducting in-person meetings, and asking for business.
• Strong follow-through and ability to manage multiple opportunities simultaneously.
• Detail-oriented and comfortable balancing relationship development with transactional responsibilities.
• Familiarity with Microsoft Office, including Outlook, Excel, and Word.
• Ability to learn internal rating and business systems.
• Comfortable working independently and managing a geographic territory.
• Ability to travel regularly between Houston and Dallas and complete occasional overnight travel.
• Hybrid Schedule: Two days per week in the office, three days remote.
• More frequent in-office attendance expected during initial training and onboarding.

Qualifications

• Personal lines, insurance, MGA, wholesale brokerage, agency, or underwriting experience is preferred.