• Job Description

  Req#: 60e25e0c-0d6e-4310-81a0-5d9316e83a48
  At 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. At Texan Insurance, 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're not just an insurance provider-we're a partner you can depend on.
  
  IMPORTANT: All candidates must complete the Culture Index. This is a very short survey with no right or wrong answers. Candidates that do not complete the Culture Index will not be reviewed. Here is the link to the survey: https://go.cultureindex.com/p/2eBHEqt6Ig
  
  https://go.cultureindex.com/s/R9bT3QYYPK
  
  About the Role
  
  The Insurance Sales Agent, Personal Lines is responsible for generating new business and maintaining relationships with clients in the personal insurance market. This role focuses on providing tailored insurance solutions to meet individual clients' needs, including auto, home, renters, umbrella, and other personal insurance products. The agent serves as the primary point of contact for clients, ensuring exceptional service, expert guidance, and seamless policy management.
  
  Essential Duties and Responsibilities
  
  Sales and Client Acquisition :
  
  
  • Respond to all generated leads.
  • Outbound calling/sourcing of leads.
  • Assess potential clients' insurance needs and recommend appropriate coverage options.
  • Develop personalized quotes and present them to clients in a clear, professional manner.
  • Close sales and ensure smooth onboarding for new clients.
  
  Client Relationship Management :
  
  
  • Build and maintain strong relationships with clients to ensure retention and satisfaction.
  • Conduct periodic reviews of clients' insurance needs to offer updated or additional coverage.
  • Provide ongoing support for policy changes, claims, and renewals.
  
  Product Knowledge and Expertise :
  
  
  • Stay up to date with personal insurance products, industry trends, and regulations.
  • Explain coverage details, policy features, and exclusions to clients.
  • Educate clients on the value and importance of appropriate coverage.
  
  Administrative Duties :
  
  
  • Accurately input and maintain client information in the agency's management system.
  • Prepare and process insurance applications, endorsements, and renewals.
  • Handle billing inquiries and resolve client issues promptly
  
  Skills and Attributes
  
  
  • Insurance Expertise :
  • Strong understanding of personal lines insurance products such as auto, home, renters, and umbrella policies.
  • Ability to explain complex insurance concepts in simple terms to clients.
  
  Sales Acumen :
  
  
  • Skilled in identifying client needs, cross-selling, and upselling opportunities.
  • Ability to close deals effectively while maintaining client trust and satisfaction.
  
  Compliance Knowledge :
  
  
  • Familiarity with state and federal insurance regulations and adherence to compliance standards.
  
  Customer-Centric Mindset :
  
  
  • Passion for helping clients find the right insurance solutions for their needs.
  • Commitment to delivering outstanding customer service and fostering long-term relationships.
  
  Communication Skills :
  
  
  • Excellent verbal and written communication to clearly articulate policy details and address client concerns.
  • Active listening skills to understand client needs thoroughly.
  
  Empathy and Patience :
  
  
  • Ability to remain empathetic and composed when dealing with client questions, concerns, or claims.
  
  Attention to Detail :
  
  
  • Accuracy in preparing quotes, entering client information, and processing policy changes.
  
  Time Management :
  
  
  • Ability to handle multiple clients, tasks, and deadlines efficiently without compromising quality.
  
  Problem-Solving Skills :
  
  
  • Resourcefulness in finding solutions to client issues, such as resolving billing discrepancies or identifying gaps in coverage.
  
  Goal-Oriented :
  
  
  • Strong focus on meeting or exceeding sales targets while maintaining a high level of client satisfaction.
  
  Self-Motivation :
  
  
  • Drive to work independently, achieve goals, and continuously improve skills.
  
  Resilience :
  
  
  • Capacity to handle rejection and maintain motivation in a competitive sales environment.
  
  Integrity :
  
  
  • Commitment to ethical practices and putting clients' best interests first.
  
  Adaptability :
  
  
  • Flexibility to adjust strategies and adapt to market changes or client preferences.
  
  Team Collaboration :
  
  
  • Willingness to work closely with colleagues to share knowledge, support collective goals, and enhance team performance.
  
  Education
  
  
  • High school diploma required.
  • Associate's or Bachelor's degree in a related field preferred.
  
  Experience
  
  
  • 1-3 years of experience in personal lines insurance sales or service.
  • Proven track record in sales.
  • Experience meeting or exceeding sales targets or quotas.
  
  Certificates, License and or Specialized Requirements
  
  
  • Active state insurance license in personal lines required.
  
  What We Offer
  
  At Texan Insurance, 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 your 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.
  
  At Texan Insurance, we're committed to helping you thrive-both professionally and personally. Join us, and let's grow together!

• About the company

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