GuideStone Financial Resources · 11 hours ago
Commercial P&C Producer
Dallas, TX
Full-time
Hybrid
Entry, Mid Level
2+ years expGuideStone Financial Resources is an innovative organization focused on the development of its employees and community. They are seeking a Commercial P&C Producer, responsible for prospecting and building relationships with religious and nonprofit organizations to distribute commercial insurance accounts. The role involves lead generation, proposal development, and maintaining strong carrier relations while meeting production targets.
ConsultingFinancial ServicesInsuranceRetirement
Responsibilities
Execute comprehensive prospecting strategies across multiple channels (e.g., existing clients, referrals, program channels, target leads, outbound contacts, etc.)
Conduct discovery meetings to assess pain points, insurance needs, coverage gaps, and decision-making processes
Develop and execute account-based marketing strategies for key prospect targets
Leverage internal CRM tools and sales intelligence platforms to optimize prospecting efficiency
Evaluate inbound leads to ensure alignment with agency underwriting criteria and market availability, prioritizing opportunities that contribute to profitable new business growth
Collect and analyze required underwriting inputs—including exposure data, operational details, and loss history—to support precise and complete carrier submissions
Collaborate with internal teams to prepare and provide insurance marketing materials, applications, quotes, and proposals
Conduct risk assessments and coverage reviews tailored to the unique exposures of religious and nonprofit organizations
Create and deliver targeted proposals to the ministry, developing compelling value propositions that differentiate the agency’s capabilities and carrier relationships and detailing coverage, limits, deductibles, and pricing
Stay current on market conditions, carrier appetite changes, regulatory changes, and emerging coverage needs through ongoing education and events
Maintain expertise in specialized markets and industry segments
Manage sales cycle from initial contact through binding, maintaining detailed opportunity tracking
Execute seamless account transition to Account Management team upon binding, providing comprehensive client background, preferences, and service expectations
Attend key industry engagements, including conferences, conventions, and other events as needed
Qualification
Required
Bachelor's degree and/or minimum 2-5 years of sales experience, P&C sales experience preferred
Valid Property & Casualty (P&C) License preferred; Excess & Surplus Lines (E&S) License preferred. Candidates not currently licensed must be able to obtain all required licenses within 60 days of hire
Active state of residence Property and Casualty license and the ability to be licensed in additional states as required
Professional sales training or certifications valued
Strong knowledge of commercial insurance products, coverages, and rating methodologies
Proven track record of consistently meeting or exceeding sales quotas
Demonstrated capability to actively seek out and secure sales using methods such as cold calling, networking, and business development activities
Excellent presentation and negotiation skills, both verbally and written, with comfort in front of the client and senior sales leaders
Proficiency in Microsoft Office Suite; experience with Applied Epic or similar AMS preferred; CRM platform (Dynamics) proficiency for client communication and activity tracking
Strong organizational and time management abilities
High energy, self-motivated individual with strong work ethic
Strategic prospecting and networking with ability to build C-suite and/or small business relationships
Detail-oriented and committed to necessary process and documentation
Ability to travel for client meetings, conferences, and educational events (up to 25%)
Must have complete confidentiality regarding GuideStone business matters
Preferred
P&C sales experience preferred
Valid Property & Casualty (P&C) License preferred; Excess & Surplus Lines (E&S) License preferred
Extensive knowledge of GuideStone P&C insurance options, the legal and compliance requirement for such plans, how they operate, the strengths and weaknesses of the plans and how they relate to competitors' products and services preferred
Experience with Applied Epic or similar AMS preferred
Benefits
Generous benefits package
Flexible work schedules
The opportunity to be involved in community outreach
Tuition reimbursement
Company
GuideStone Financial Resources
GuideStone® provides churches, ministries, faith-aligned institutions and Christian households with financial solutions that support our shared biblical values — equipping believers to lead resilient lives and advance the Kingdom of God.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$0.19MKey Investors
Georgia Baptist Health Care Ministry Foundation
2024-02-08Grant· $0.19M
Leadership Team
Mark Borchgardt
Chief Financial Officer
John R. Jones
Chief Operating Officer
Recent News
Business Insider
2025-03-23
Company data provided by crunchbase