Outside Sale Insurance Agent/Acct Manager

Job Description

A. Agent/ Account Manager Personal/Commercial Lines

Qualifications

Hold the Property and Casualty Insurance License required by Texas

Responsibilities:

1. Sales are a primary responsibility for an agent/ account manager

As an agent, you will play a crucial role in driving our company’s growth by leveraging their expertise and client relationships in the personal and commercial insurance sector

§ Meet new business production goals and objectives as established.

§ Generate and Develop insurance quotes, make sales presentations and close sales.

§ Take the opportunity to cross and up-sell

Proactively develop and maintain client relationships, ensuring high levels of customer satisfaction and retention

§ Assist other account managers or other team members when needed

Identify and target potential new clients, utilizing a deep understanding of the personal and commercial insurance market and competitive strategies

Present, promote, and sell personal and commercial insurance policies using well-developed persuasion and understanding of client needs

Effective time management and organizational skills

Analyze clients’ insurance needs and financial status to propose protection plans that meet their requirements

Negotiate policy terms and conditions with clients and insurance providers

Stay up to date with new products and enhancements in the insurance industry

Provide detailed reports on sales activities, performance, and market analysis

Collaborate with the underwriting team to facilitate risk selection and policy issuance

Solicits for new business via telephone, networking, and other lead sources.

Market and develop rapport with business owners as well other professionals, such as Real Estate Agents, Mortgage Lenders, Title Companies, Auto Dealers, etc. in the area.

§ Get involved with associations, chambers and other networking organizations.

Salary

Base salary $40,000 to $55,000 annually (Exempted Employee); depend on experience

Reimbursement for business mileage

Bonus based on performance

Benefits

Medical, Dental and Vision Benefits

Personal Time Off (PTO)

After 90 days of full-time employment, 120 hours

Company Description

Outside sell Personal and Commercial Insurance

Full-time