What are the responsibilities and job description for the Sales Agent, Personal Lines - West Texas position at Texan Insurance?
About Artemis/Texan Insurance
We are dedicated to protecting what matters most to our clients by providing tailored insurance solutions and exceptional service. With decades of industry experience, we specialize in offering personalized coverage for home, auto, life, and commercial needs. Our team takes pride in building lasting relationships through trust, integrity, and a commitment to excellence. We believe in empowering our employees and delivering unmatched value to our customers, ensuring peace of mind every step of the way. As a company rooted in community and innovation, we are not just an insurance provider—we are a partner you can depend on.
This position is IN-OFFICE in Amarillo, Texas.
Pay is $16.88/hour 3% of the fees generated by the Personal Lines Premium for the month.
Application Requirement
To be considered for this role, please take a moment to complete the Culture Index Assessment by clicking the link below or copying it into your browser. This brief assessment takes no more than 5 minutes to complete and is a critical part of our hiring process.
Link: https://go.cultureindex.com/p/2eBHEqt6Ig
The Culture Index helps us better understand your work style, strengths, and preferences, ensuring a strong alignment between your skills and the position's requirements. It also allows us to create a more inclusive and effective workplace by matching candidates to roles where they can thrive.
Please note: Applications without a complete Culture Index Assessment will not be reviewed or moved forward in the hiring process. We appreciate your attention to this important step and look forward to learning more about you!
About the Role
The Personal Lines Sales Agent is a dynamic role focused on growing our client base and fostering long-term relationships in the personal insurance market. This agent proactively identifies and pursues new business opportunities while providing outstanding service to existing clients. By understanding individual risk profiles and life stages, you will design and recommend tailored insurance solutions—including auto, home, renters, umbrella, and other personal lines products—that provide essential protection and peace of mind.
As the primary point of contact, you will be entrusted with guiding clients through policy selection, changes, and claims support, ensuring a seamless and professional experience at every touchpoint. Success in this role is measured by your ability to build trust, retain clients, and achieve sales targets through a consultative and service-oriented approach.
Essential Duties and Responsibilities
Sales & Business Development:
- Proactively respond to and pursue all inbound leads and sales opportunities.
- Conduct outbound calls and sourcing activities to generate new business.
- Conduct needs-based analyses to assess client risks and recommend appropriate personal lines coverage solutions.
- Develop competitive, accurate quotes and present proposals to clients professionally.
- Finalize sales and manage the seamless onboarding of new clients.
Client Service & Account Management:
- Serve as the dedicated point of contact, building strong relationships to ensure high client satisfaction and retention.
- Perform annual or life-event policy reviews to identify coverage gaps and recommend updates.
- Provide expert support for policy endorsements, renewals, and the claims process.
- Promptly and effectively resolve client inquiries and issues.
Technical Expertise & Advisory:
- Maintain in-depth knowledge of personal lines products (auto, home, renters, umbrella, etc.), underwriting guidelines, and state regulations.
- Clearly explain coverage details, terms, conditions, and exclusions to clients.
- Educate clients on risk management and the value of adequate insurance protection.
Operations & Administration:
- Accurately maintain client records and policy details in the agency management system (AMS).
- Prepare, submit, and process applications, endorsements, renewals, and other policy documentation.
- Manage billing inquiries and facilitate the resolution of accounting matters.
Compliance & Professionalism:
- Adhere strictly to all state insurance regulations, carrier agreements, and company policies
- Maintain required insurance licensure and pursue continuing education and professional designations (e.g., CIC, CPIA).
Skills and Attributes
Sales & Interpersonal Skills:
- Proven ability to prospect, negotiate, and close sales.
- Exceptional consultative selling and customer service skills.
- Strong active listening and communication skills, with the ability to explain complex concepts clearly and persuasively.
- High degree of empathy, patience, and the ability to build trust and rapport.
Analytical & Technical Abilities:
- Aptitude for analyzing client needs, comparing coverage options, and making sound recommendations.
- Detail-oriented with strong numerical skills for accurate quoting and risk assessment.
- Quick learner able to master insurance products, underwriting rules, and agency software.
- Proficiency with standard office technology and CRM/agency management systems.
Personal Attributes & Work Ethic:
- Self-motivated, results-driven, and goal-oriented with a persistent and resilient attitude.
- Highly organized with excellent time management and the ability to prioritize tasks in a fast-paced environment.
- Professional, ethical, and maintains confidentiality.
- A team player who collaborates effectively while also being capable of working independently.
Education
- High school diploma or equivalent is required.
- Associate’s or Bachelor’s degree in a related field preferred.
Experience
Required
- Required: 2 years of experience in a sales role with a proven ability to meet quotas.
Preferred
- Strongly Preferred: Prior experience (3 years) specifically in personal lines insurance sales or service.
Certificates, License, and or Specialized Requirements
- Required: Active state Property & Casualty (P&C) insurance license.
What We Offer
We believe in taking care of our team as much as we take care of our clients. When you join us, you’ll enjoy:
- Competitive Compensation: A salary and benefits package that recognizes your skills and contributions.
- Comprehensive Benefits: Health, dental, and vision insurance, as well as additional coverage options to support your well-being.
- Retirement Planning: A 401(k) plan with company contributions up to 4% to help you build a secure future.
- Paid Time Off: Generous PTO and 9 paid holidays so you can recharge and enjoy life outside of work.
- Professional Development: In-house Corporate Trainer to help you grow professionally and create customized training specifically for you, along with opportunities to grow within the company.
- Positive Work Environment: A supportive and collaborative team culture where your ideas and efforts are valued.
- Community Impact: Opportunities to participate in initiatives that give back to our local community by providing 16 hours of additional PTO to volunteer at an organization of your choosing, plus company-sponsored events.
We are committed to helping you thrive—both professionally and personally. Join us, and let’s grow together!
The pay range for this role is:
16.88 - 16.88 USD per hour(Amarillo, TX)
Salary : $17