Insurance Sales Agent

Independent Insurance Agents of Texas (IIAT)

Personal Insurance Sales Agent growing profitable client relationships for an independent U.S. insurance agency.

Posted 8/13/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $50,000 - $75,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in personal and commercial lines insurance account management, with a strong focus on client relationship development, sales success, and knowledge of insurance products and procedures. Proficient in utilizing technology and agency management systems to enhance client service and operational efficiency.

Highest-signal resume keywords

Insurance LicensePersonal And Commercial Lines Insurance Account ManagementBusiness-To-Business Sales SuccessStrong Presentation And Negotiation SkillsTechnology And Computer Proficiency

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Insurance Products KnowledgeRating ProceduresUnderwriting ProceduresSales Activity DocumentationClient Needs AssessmentPolicy PresentationQuote ProcessingAccount SupportSales Target MonitoringRenewal And Retention Activities

Soft Skills

Customer-FocusedOrganizational SkillsDecision-Making SkillsWritten And Verbal Communication SkillsTime Management Skills

Tools & Technologies

Agency Management Systems

Certifications & Qualifications

Insurance LicenseBachelor’s Degree

Industry Keywords

Personal InsuranceCommercial LinesClient Relationship ManagementSales MetricsContinuing Education

About the role

Key responsibilities & impact

Identify, qualify, and develop personal insurance opportunities with new and existing clients in person, online, by phone, and through written communication.
Foster and maintain relationships with clients and prospects through follow-up, quotations, and account support.
Anticipate, respond to, and follow up on existing client needs.
Prospect round accounts, solicit increases in existing coverage, and network for new clients, including win-backs.
Obtain the best coverage and rate, process quotes, bind insurance coverage, and follow up on inspections, photos, and documentation.
Present policies and educate insureds on coverages and rates.
Support clients through renewal and retention activities.
Monitor, review, and report key metrics to achieve sales targets.
Complete sales activity documentation accurately and promptly.
Collaborate with team members, mentor staff, provide expertise, answer questions, and participate in meetings.
Maintain continuing education and stay informed about industry information, products, legislation, coverages, and technology.

Requirements

What you’ll need

Hold the insurance license required by your state.
Minimum of two years of personal and commercial lines insurance account management experience.
Bachelor’s Degree or comparable work experience.
Possess a valid driver’s license and reliable transportation.
Strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations.
Proven track record of business-to-business sales success.
Strong presentation, persuasion, and negotiation skills with ability to close sales.
People-oriented, customer-focused, and professionally assertive in developing and servicing client relationships.
Outstanding organizational skills and ability to complete difficult assignments without supervision.
Sound business judgment and strong decision-making skills.
Superior written and verbal communication skills.
Excellent time management skills and ability to thrive in a team environment.
Technology and computer proficiency, including agency management systems.
Maintain continuing education and participate in ongoing education.

Benefits

Comp & perks

Commission Based
Bonus based on performance
Flexible schedule
Opportunity for advancement
Profit sharing
Training & development
Competitive Pay
Professional Development
Job Stability in a growing industry
Career advancement in a growing field
Flexibility
Job Security