Job Description

Join Cash and Forbes Ins. Group LLC, a reputable insurance agency dedicated to providing personalized insurance solutions. Our team thrives on the balance between remote work and in-person collaboration, offering a hybrid remote opportunity based in the vibrant city of Houston, Texas.

At Cash and Forbes, we prioritize customer relationships, valuing every interaction as an opportunity to make a positive impact. We are seeking a dedicated Personal Lines Insurance Agent to join our team and contribute to our mission of protecting and serving our clients with integrity and professionalism.

If you have a passion for helping others, a drive for success, and a desire to be part of a supportive team that values your expertise, Cash and Forbes Ins. Group LLC welcomes your application!

Benefits

Responsibilities

Client Consultation: Engage with clients to understand their insurance needs and provide tailored advice.

Inbound Calls: Address client inquiries efficiently, offering solutions and assistance.

Policy Customization: Design and recommend insurance plans that suit each client's unique requirements.

Cross-selling: Identify opportunities to enhance client portfolios by offering complementary products.

Relationship Building: Establish and maintain long-term client relationships to ensure satisfaction and loyalty.

Continuous Learning: Stay updated on industry trends to provide informed advice to clients.

Requirements

Licensing: Active Texas Property & Casualty License required. Life & Health License is a plus.

Experience: Previous experience in personal lines insurance sales or a related field is preferred.

Communication Skills: Strong verbal and written communication skills with the ability to explain complex insurance concepts clearly.

Customer-Centric: Demonstrated dedication to providing exceptional customer service and exceeding client expectations.

Adaptability: Comfortable working in a hybrid remote environment and adept at managing time effectively.

Team Collaboration: Ability to work collaboratively with team members to achieve common goals and objectives.

Technology Proficiency: Familiarity with insurance software systems, CRM tools, and Microsoft Office suite.