Insurance Sales Agent, Personal Lines

🕒 Maio 28

Candidatar-se

Encontrar Vagas Remotas Similares

Receber Emails de Vagas Remotas

📊 Verifique sua pontuação de currículo para esta vaga

Melhore suas chances de conseguir uma entrevista verificando sua pontuação de currículo antes de se candidatar.

Enviar Currículo

Texan Insurance

SiteLinkedInTodas as Vagas

51 - 200 funcionários

Fundada em 1985

👥 B2C

💸 Finanças

Insurance • B2C • Finance

A Texan Insurance é uma agência de seguros independente, de serviço completo, operada e de propriedade familiar, atendendo o Texas desde 1985. Com a missão de oferecer o melhor valor aos clientes, a Texan Insurance oferece uma ampla gama de produtos de seguros, incluindo seguro residencial, automóvel, de vida, contra enchentes e seguro comercial. Seus agentes experientes fazem parceria com várias seguradoras para ajudar os clientes a encontrar a cobertura mais adequada, garantindo um serviço personalizado e aconselhamento especializado para cada necessidade individual e empresarial.

Descrição

• Identify, qualify, and convert new personal lines sales opportunities through inbound and outbound efforts • Engage with prospective clients to assess insurance needs and recommend appropriate coverage solutions • Conduct consultative sales conversations and present quotes, proposals, and coverage recommendations • Follow up on leads, referrals, and opportunities to drive conversion and close business • Develop and maintain relationships with prospects, clients, and referral partners (e.g., realtors, loan officers, builders) • Perform policy reviews and identify opportunities to increase coverage and round accounts • Cross-sell additional lines of business to expand client relationships • Prepare and process quotes, applications, endorsements, and related documentation • Maintain accurate and timely documentation of all sales activity within CRM and agency systems • Monitor and manage individual pipeline to ensure consistent sales activity and goal attainment • Collaborate with SDRs, service teams, and leadership to support client needs and business objectives • Stay current on insurance products, carrier guidelines, and market conditions • Maintain consistent outbound activity to build and sustain a pipeline of new business opportunities

🎯 Requisitos

• Associate’s or Bachelor’s degree in Business, Sales, or a related field preferred • 1–3 years of experience in personal lines insurance sales or a related sales role • Experience working in an independent agency environment preferred; experience in a captive agency environment will also be considered • Proven ability to generate and convert leads into new business • Experience working in a quota-driven or performance-based sales environment • Experience using CRM systems and sales tools preferred • An active and valid Property and Casualty (P&C) License is required; Texas license preferred • Life and Health License is a plus • Must maintain all required licenses in good standing, including completion of continuing education requirements.

🏖️ Benefícios

• Competitive Compensation • Comprehensive Benefits • Medical, dental, and vision coverage • Retirement Planning • 401(k) with company contributions up to 4% • Paid Time Off • Generous PTO and 12 paid holidays • Professional Development • Access to our In-house Corporate Trainer • Collaborative Culture • Community Engagement • 16 hours of additional paid volunteer time annually