Licensed Sales Agent-Commercial Lines

Company Description TWFG Insurance Services Upendra Dahal is a small, family-owned agency affiliated with TWFG Insurance Services in the The Woodlands, Texas, focused on providing clear and reliable insurance solutions. The team helps individuals save on auto and home insurance while supporting small business owners with coverage such as general liability, business owner policies (BOP), workers’ compensation, and commercial auto. The agency offers options for a wide range of clients, aiming to match each person or business with appropriate coverage. Caring for clients’ financial well-being and peace of mind is central to the company’s values and daily operations.

Role Description The Licensed Sales Producer will be responsible for advising clients on host of commercial insurance solutions, including commercial auto. Day-to-day tasks include assessing client needs, preparing quotes, explaining coverage options, processing applications, and managing policy changes and renewals. The producer will also handle inbound inquiries, conduct outbound follow-ups, maintain accurate client records, and support ongoing client relationships with attentive service. This is a full-time hybrid role based in Pittsburgh, PA, with a combination of in-office work and some work-from-home flexibility.

Qualifications

• Strong communication skills, including clear verbal and written interaction with clients and team members.
• Proven customer service abilities, with a focus on empathy, problem-solving, and relationship building.
• Sales skills, including identifying client needs, presenting solutions, and closing opportunities ethically and effectively.
• Knowledge of insurance products and terminology, and the ability to explain coverage options in an understandable way.
• Experience delivering or participating in training related to products, sales practices, or compliance is beneficial.
• Active Property & Casualty insurance license in Pennsylvania-non-resident licenses is a plus on top of Pennsylvania license.
• Comfort with using insurance management systems, CRM tools, and standard office software.
• Ability to work independently, manage time effectively, and adapt in a small, family-oriented business environment.
• Prior experience in an insurance agency or financial services setting is a plus.
• Ideal candidate is the one who comes with a partner like mentality to grow the agency together and manage the agency eventually as her own, not just a 9-5 employee.