Insurance Sales Agent, Personal Lines
Texan Insurance
full-time
Posted on:
Location Type: Remote
Location: United States
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About the role
- 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.
Requirements
- Associate’s or Bachelor’s degree in Business, Sales, or a related field preferred.
- 1–3 years of experience in personal lines insurance sales or a related sales role.
- Experience working in an independent agency environment preferred; experience in a captive agency environment will also be considered.
- Proven ability to generate and convert leads into new business.
- Experience working in a quota-driven or performance-based sales environment.
- Experience using CRM systems and sales tools preferred.
- An active and valid Property and Casualty (P&C) License is required; Texas license preferred.
- Life and Health License is a plus.
- Must maintain all required licenses in good standing, including completion of continuing education requirements.
Benefits
- Competitive Compensation
- Comprehensive Benefits
- Retirement Planning
- Paid Time Off
- Professional Development
- Collaborative Culture
- Community Engagement
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
personal lines insurance saleslead generationconsultative salespolicy reviewscross-sellingquote preparationdocumentation processingpipeline managementquota-driven salesperformance-based sales
Soft Skills
relationship buildingcommunicationclient assessmentfollow-upcollaborationgoal attainmentsales activity managementoutbound activityproblem-solvingnegotiation
Certifications
Property and Casualty LicenseLife and Health License