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Insurance Sales Producer – Lender Placed
NovacoreInsurance Producer selling lender-placed insurance, tracking, and liability solutions through Novacore’s specialty insurance agency. Building lender relationships and expanding CPIA’s client base across Midwest and Southeast markets.
Core Competencies
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Demonstrates expertise in insurance sales, particularly in lender-placed insurance and insurance tracking services, while maintaining strong client relationships and ensuring compliance with industry regulations. Proficient in utilizing CRM systems and virtual presentation tools to effectively communicate and present solutions to clients.
ATS Keywords
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About the role
Key responsibilities & impact- Develop and manage a pipeline of financial institutions, mortgage servicers, credit unions, and auto lenders needing insurance tracking and lender-placed insurance solutions
- Promote and sell insurance tracking services, lender-placed insurance programs, and professional liability insurance products
- Present solutions to executives, risk managers, servicing teams, and compliance leaders, emphasizing risk mitigation, operational efficiency, and regulatory compliance
- Educate clients on insurance compliance best practices, including CFPB, RESPA, OCC, and related guidance
- Assist with implementation of insurance tracking systems and integration with client loan servicing platforms
- Provide training and ongoing support regarding insurance monitoring workflows, borrower notifications, and claims management
- Maintain client relationships through regular meetings, program performance reviews, and service support
- Attend industry conferences, lender events, and trade shows to build relationships and generate business opportunities
- Monitor industry trends, regulatory updates, and competitor offerings related to lender-placed insurance and insurance tracking services
Requirements
What you’ll need- Proven experience in insurance sales, preferably involving lender-placed insurance, insurance tracking services, creditor-placed insurance, or mortgage servicing risk management products
- Experience working with mortgage servicers, banks, credit unions, or auto lenders
- Strong understanding of insurance compliance and lender collateral protection programs
- Excellent communication, presentation, and relationship-building skills
- Strong organizational and time management abilities with the ability to work independently
- Proficiency with CRM systems, Microsoft Office, and virtual presentation tools
- Active Property & Casualty Insurance License or ability to obtain one quickly (preferred qualification)
- Experience selling insurance tracking platforms or lender risk management solutions (preferred)
- Established network within the lending, mortgage servicing, or financial services industry (preferred)
Benefits
Comp & perks- Competitive compensation
- Comprehensive benefits
- Year-round social and community events
- Ongoing mentorship and professional development
- Endless opportunities for upward mobility