Insurance Sales Agent

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Logo of Independent Insurance Agents of Texas (IIAT)

Independent Insurance Agents of Texas (IIAT)

11 - 50 employees

Founded 1897

💼 Consulting

📣 Marketing

🛡️ Insurance

Consulting • Marketing • Insurance

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.

📋 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 relationships with clients and prospects through follow-up, quotations, and account support. • Anticipate, respond to, and follow up on existing client needs. • Prospect round accounts, solicit increases in existing coverage, and network for new clients, including win-backs. • Obtain the best coverage and rate, process quotes, bind insurance coverage, and follow up on inspections, photos, and documentation. • Present policies and educate insureds on coverages and rates. • Support clients through renewal and retention activities. • Monitor, review, and report key metrics to achieve sales targets. • Complete sales activity documentation accurately and promptly. • Collaborate with team members, mentor staff, provide expertise, answer questions, and participate in meetings. • Maintain continuing education and stay informed about industry information, products, legislation, coverages, and technology.

🎯 Requirements

• Hold the insurance license required by your state. • Minimum of two years of personal and commercial lines insurance account management experience. • Bachelor’s Degree or comparable work experience. • Possess a valid driver’s license and reliable transportation. • Strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations. • Proven track record of business-to-business sales success. • Strong presentation, persuasion, and negotiation skills with ability to close sales. • People-oriented, customer-focused, and professionally assertive in developing and servicing client relationships. • Outstanding organizational skills and ability to complete difficult assignments without supervision. • Sound business judgment and strong decision-making skills. • Superior written and verbal communication skills. • Excellent time management skills and ability to thrive in a team environment. • Technology and computer proficiency, including agency management systems. • Maintain continuing education and participate in ongoing education.

🏖️ Benefits

• Commission Based • Bonus based on performance • Flexible schedule • Opportunity for advancement • Profit sharing • Training & development • Competitive Pay • Professional Development • Job Stability in a growing industry • Career advancement in a growing field • Flexibility • Job Security

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