Fully Remote (will be required to attend 2 All Hands Meetings in Houston annually).

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The Licensed Insurance Sales Agent with ACTIVE P&C LICENSE maintains and maximizes profitable relationships with personal line clients and grows the business book through new client sales.

Benefits/Perks

• Competitive Pay
• Professional Development
• Job Stability in a growing industry

Responsibilities

• Identify, qualify, and develop personal/ property & casualty insurance opportunities with new and existing clients.
• Serve as a trusted advisor by uncovering the prospect's needs, identifying gaps in coverage, recommending solutions, educating clients on coverages and rates, and converting them into customers using a proven service strategy.
• Makes outbound lead follow-up calls to potential and existing clients by telephone and email to qualify leads and sell products and services.
• Generates cross-sales, closes inbound leads, and requests referrals to increase client base.
• Prepares and processes inquiries, quotes, proposals, applications, endorsements, payments, and outbound email/phone marketing campaigns.
• Extensive knowledge of all lines of personal insurance including sophisticated and less common coverages.
• Thorough understanding of insurance underwriting and coverages, including rating procedures.
• Actively prospect round accounts and solicit increases in existing client coverages and network for new clients, including win-backs.
• Monitor, review, and report on key metrics to ensure sales targets are achieved and execute sales activity documentation promptly, accurately, and professionally.
• Retain continuous awareness of transactions, sales and terms and keep relative records.
• Become familiar with products, services and systems and participate in training provided by the agency.
• Assist in identifying potential clients and researching connections to turn cold calls into warm calls for potential sales opportunities.

Qualifications

• Must hold an Active Property and Causality License and prefer the addition of Life and Health.
• At least one year of personal and commercial lines insurance sales experience and an Associate's Degree or comparable work experience.
• Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to secure new business and maintain an existing client base effectively.
• Have a proven track record of business-to-business sales success. Possess strong presentation, persuasion, and negotiation skills with the ability to close sales.
• 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 complex assignments without supervision, sound business judgment, robust 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.

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