Insurance Advisor

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October 29

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Independent Insurance Agents of Texas (IIAT)

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B2B • Education • Non-profit

Independent Insurance Agents of Texas (IIAT) is a statewide trade association that supports independent insurance agencies in Texas by providing advocacy, professional liability (E&O) programs, access to insurance markets, continuing education (CE), agency operations resources, consulting, and networking events. IIAT offers market access, policy analysis tools (InfoCentral), risk management and E&O insurance solutions, training and licensing support, and grassroots advocacy to strengthen member agencies’ business operations and regulatory engagement.

11 - 50 employees

Founded 1897

🤝 B2B

📚 Education

🤝 Non-profit

📋 Description

• Identify, qualify, and develop personal insurance opportunities with new and existing clients in person, online, by phone, and through written communication. • Foster and maintain excellent relationships with customers and prospects through regular follow-up, timely quotations, and general account support. • Support and prepare clients for renewal and retention, and maintain strong client relationships. • Monitor, review, and report on key metrics to ensure sales targets are achieved and execute sales activity documentation in a timely, accurate, and professional manner. • Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.

🎯 Requirements

• Active Property & Casualty license required. • Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain an existing client base. • Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients. • Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making, and superior written and verbal communication skills. • Have excellent time management skills, thrive in a team environment, and Technology and Computer proficiency including agency management systems.

🏖️ Benefits

• Development Reimbursement • Employer Contribution to HSA • 401(k) matching • Bonus based on performance • Competitive salary • Dental insurance • Flexible schedule • Health insurance • Opportunity for advancement • Paid time off • Training & development • Vision insurance