What are the responsibilities and job description for the Insurance Sales Agent position at Allen Tate Insurance Services, LLC?
Insurance Sales Agent
Built Different. Built to Win Together.
At Howard Hanna Insurance Services, we’re not just building a sales team — we’re building a culture of growth, accountability, and shared success.
At Howard Hanna Insurance Services, we’re not just building a sales team — we’re building a culture of growth, accountability, and shared success.
We’re looking for a driven, relationship-focused Insurance Sales Agent who thrives in a fast-paced environment, enjoys connecting with people, and wants the opportunity to grow their income and career. In this role, you’ll help clients protect what matters most while playing a key part in growing the agency’s book of business.
If you’re competitive, coachable, motivated by goals, and energized by being part of a team that celebrates wins together, this could be the opportunity for you.
Why Howard Hanna Insurance?
Built for Opportunity
As part of the Howard Hanna Family of Companies, you’ll have the advantage of working within a trusted, full-service organization that supports clients through every stage of homeownership.
As part of the Howard Hanna Family of Companies, you’ll have the advantage of working within a trusted, full-service organization that supports clients through every stage of homeownership.
Built for Growth
You won’t be left to figure it out alone. We provide hands-on training, ongoing coaching, clear expectations, and support to help you sharpen your skills and grow your career.
You won’t be left to figure it out alone. We provide hands-on training, ongoing coaching, clear expectations, and support to help you sharpen your skills and grow your career.
Built for Earning Potential
Your effort can directly impact your income, with a strong compensation structure designed to reward performance.
Built for Support
You’ll join a high-energy, team-first environment where wins are recognized, feedback is encouraged, and success is something we build together.
Your effort can directly impact your income, with a strong compensation structure designed to reward performance.
Built for Support
You’ll join a high-energy, team-first environment where wins are recognized, feedback is encouraged, and success is something we build together.
Benefits
Flexible paid time off and vacation time
Flexible paid time off and vacation time
- Paid holidays
- Health insurance
- Dental insurance
- Vision insurance
- 401(k)
- Hands-on training
- Career growth opportunities
What You’ll Do
As an Insurance Sales Agent, you’ll serve as a trusted advisor to clients and prospects while helping drive agency growth. You’ll:
As an Insurance Sales Agent, you’ll serve as a trusted advisor to clients and prospects while helping drive agency growth. You’ll:
- Build relationships with prospective and existing clients through proactive communication
- Quote, market, and present personalized insurance solutions
- Follow up on lost business, unsold quotes, inbound inquiries, and monoline accounts
- Identify opportunities to round out accounts and strengthen client protection
- Listen to client needs, ask thoughtful questions, and recommend coverage options
- Manage leads, follow-ups, and pipeline activity with consistency
- Work toward individual and agency sales goals
- Maintain accurate client and prospect information in agency systems
- Partner with teammates, account managers, and carrier partners to deliver a strong client experience
- Seek referrals, support client retention, and help build long-term agency relationships
What We’re Looking For
We’re looking for someone who is motivated, coachable, and ready to grow in a performance-driven environment.
You’ll be successful in this role if you:
- Hold a Property & Casualty insurance license or are willing to obtain one
- Have strong communication skills and enjoy connecting with people
- Bring a competitive mindset and a desire to win
- Are proactive, organized, and consistent with follow-up
- Can manage multiple priorities in a fast-paced sales environment
- Are open to coaching, feedback, and continuous improvement
- Demonstrate strong follow-through, accountability, and work ethic
- Work well independently while contributing to a team-first culture
- Approach challenges with professionalism, adaptability, and a positive attitude
What Success Looks Like
In this role, success means more than hitting numbers. It means building trust, creating momentum, and contributing to a team that wins together.
In this role, success means more than hitting numbers. It means building trust, creating momentum, and contributing to a team that wins together.
You’ll be successful when you:
- Achieve and exceed monthly sales goals
- Consistently engage with prospects, lost leads, unsold quotes, and existing clients
- Build strong client relationships that lead to retention, referrals, and account growth
- Continue improving your technical knowledge and sales skills
- Contribute positive energy, accountability, and collaboration to the team
About Howard Hanna Insurance Services
Howard Hanna Insurance Services provides a one-stop shop for insurance solutions, including home, auto, umbrella, life, business, and commercial insurance. As part of the Howard Hanna Family of Companies, we help clients protect what matters most throughout every stage of homeownership and beyond.
Howard Hanna Insurance Services provides a one-stop shop for insurance solutions, including home, auto, umbrella, life, business, and commercial insurance. As part of the Howard Hanna Family of Companies, we help clients protect what matters most throughout every stage of homeownership and beyond.
Built Different. Built for Growth.
Built for opportunity.
Built for relationships.
Built for winning together.
Built for you.
Apply today and discover what’s possible with a team that’s Built Different.
Please note: Candidates will be emailed an assessment upon applying. To be considered, candidates must complete the assessment. We will follow up after review.