Insurance Sales Agent, Personal Lines

🕒 vor 16 Tagen

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Texan Insurance

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51 - 200 Mitarbeiter

Gegründet 1985

👥 B2C

💸 Finanzen

Insurance • B2C • Finance

Texan Insurance ist eine familiengeführte, unabhängige Versicherungsgesellschaft, die seit 1985 umfassende Dienstleistungen in Texas anbietet. Mit dem Ziel, den Kunden den besten Wert zu bieten, bietet Texan Insurance eine breite Palette von Versicherungsprodukten an, darunter Haus-, Auto-, Lebens-, Hochwasser- und Gewerbeversicherungen. Ihre erfahrenen Agenten arbeiten mit mehreren Versicherungsträgern zusammen, um den Kunden die am besten geeignete Absicherung zu finden und dabei einen persönlichen Service sowie fachkundige Beratung für jedes individuelle und geschäftliche Bedürfnis sicherzustellen.

Beschreibung

• 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

🎯 Anforderungen

• 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.

🏖️ Vorteile

• 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