Insurance Sales Agent, Personal Lines

🕒 Julho 31

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Texan Insurance

SiteLinkedInTodas as Vagas

51 - 200 funcionários

Fundada em 1985

🛡️ Seguros

👥 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

• Responsible for generating new business and growing a personal lines book of business through consultative sales and client relationship development. • Focuses on converting qualified leads into clients, identifying coverage needs, and delivering tailored insurance solutions. • Serves as the primary point of contact throughout the sales process, from initial engagement through policy binding. • Contributes to overall agency growth through new business production, cross-selling, and referrals. • Achieves individual sales targets and contributes to overall agency growth through consistent production. • Identifies, qualifies, and converts new personal lines sales opportunities through inbound and outbound efforts. • Engages with prospective clients to assess insurance needs and recommend appropriate coverage solutions. • Conducts consultative sales conversations and presents quotes, proposals, and coverage recommendations. • Follows up on leads, referrals, and opportunities to drive conversion and close business. • Develops and maintains relationships with prospects, clients, and referral partners (e.g., realtors, loan officers, builders). • Performs policy reviews and identifies opportunities to increase coverage and round accounts. • Prepares and processes quotes, applications, endorsements, and related documentation. • Maintains accurate and timely documentation of all sales activity within CRM and agency systems. • Collaborates with SDRs, service teams, and leadership to support client needs and business objectives. • Stays current on insurance products, carrier guidelines, and market conditions. • Maintains 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

• Medical, dental, and vision coverage, along with additional benefit options to support your health and well-being. • 401(k) with company contributions up to 4% to help you plan for the future and immediate vesting. • Generous PTO and 12 paid holidays so you can recharge and maintain a healthy work-life balance. • Access to our In-house Corporate Trainer, personalized development opportunities, and internal career growth pathways. • A supportive and team-oriented environment where your ideas and contributions are valued. • 16 hours of additional paid volunteer time annually, plus company-sponsored community initiatives and events.