Texan Insurance

Insurance

• Identify, qualify, and convert new personal lines sales opportunities through inbound and outbound efforts.
• Engage with prospective clients to assess insurance needs and recommend appropriate coverage solutions.
• Conduct consultative sales conversations and present quotes, proposals, and coverage recommendations.
• Follow up on leads, referrals, and opportunities to drive conversion and close business.
• Develop and maintain relationships with prospects, clients, and referral partners (e.g., realtors, loan officers, builders).
• Perform policy reviews and identify opportunities to increase coverage and round accounts.
• Cross-sell additional lines of business to expand client relationships.
• Prepare and process quotes, applications, endorsements, and related documentation.
• Maintain accurate and timely documentation of all sales activity within CRM and agency systems.
• Monitor and manage individual pipeline to ensure consistent sales activity and goal attainment.
• Collaborate with SDRs, service teams, and leadership to support client needs and business objectives.
• Stay current on insurance products, carrier guidelines, and market conditions.
• Maintain consistent outbound activity to build and sustain a pipeline of new business opportunities.

Insurance Sales Agent, Personal Lines

• Provide administrative and client service support to the Personal Lines team by assisting with insurance account servicing and policy administration.
• Report to the Service Manager and work closely with the Personal Lines Service Team and Account Managers.
• Assist with policy servicing, processing policy changes, supporting claims inquiries, and ensuring accurate documentation of client accounts while maintaining a high level of customer service.
• Maintain accurate and up-to-date policy documentation, client records, and system information in accordance with agency and carrier guidelines.
• Respond to client communications via phone, email, or in-person to provide policy information or resolve service-related questions.
• Process policy changes, renewals, endorsements, and cancellations.

Personal Lines Account Specialist, Insurance

Account Manager

• Providing exceptional service and support to clients by managing personal insurance accounts.
• Building strong client relationships through proactive communication, policy reviews, and timely resolution of client inquiries or concerns.
• Identifying opportunities to enhance client coverage and recommending appropriate insurance solutions.
• Maintaining accuracy in policy documentation, endorsements, renewals, and client communications with adherence to agency and carrier guidelines.
• Contributing to agency growth by supporting client retention efforts and identifying opportunities for cross-selling and referrals.

Insurance Sales Agent, Personal Lines

Personal Lines Account Specialist, Insurance

Personal Lines Account Manager, Insurance