Insurance Sales Agent, Personal Lines

🕒 July 31

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

Texan Insurance

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1985

🛡️ Insurance

👥 B2C

💸 Finance

Insurance • B2C • Finance

Texan Insurance is a full-service, family-owned and operated independent insurance agency serving Texas since 1985. With a mission to provide the best value to customers, Texan Insurance offers a wide range of insurance products including home, auto, life, flood, and commercial insurance. Their experienced agents partner with multiple insurance carriers to help clients find the most suitable coverage, ensuring personalized service and expert advice for every individual and business need.

📋 Description

• 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.

🎯 Requirements

• 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.

🏖️ Benefits

• 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.