Personal Lines Insurance Sales Representative

Position Summary:

To serve and grow the book of clients assigned to you by providing extraordinary service, educating the customer, identifying revenue growth opportunities and generating referrals. Account managers focus on growth within their current book of business while also backing up their co-workers. 

Job Functions:

• Establish working relationships with clients, potential clients and companies we represent on the phone, email and on paper.
• Supporting teammates with follow up for clients and prospects.
• Research and resolve coverage questions.
• Promptly respond to client needs either on the phone or electronically. 
• Maintain client files and process routine correspondence between our agency and the client or company… both paper records and on our many different software programs
• Review and prioritize all insureds’ requests for service and to submit by priority this information to insurance companies the day the request is received.
• Process all monied transactions the day they are received.
• Review and order all necessary renewals no later than 60 days prior to expiration
• Review and process underwriting memos daily.
• Account remarketing.
• Perform miscellaneous input functions
• Electronically or via internet – transmit change requests, cancellation requests, etc. to and from company.
• Cultivate new opportunities and offer additional lines of insurance through consultative selling
• Possess and maintain a positive mental attitude, including positive working relationships with clients and agency personnel.

Requirements & Skills:

• 2 Years Personal Lines experience
• Texas P&C License
• Proficient with Microsoft Word, Excel, Outlook.
• Excellent communication skills both verbal and written
• Organized, structured, punctual and will follow the rules 
• Ability to Multi-Task in a face paced environment
• Belief in our Core Values:  Loyal, Team Concept, Detail Oriented, Have Great Customer Relationships, Growth Oriented (Always trying to improve, Exhibits Professionalism. 

Education:

• High school diploma

Experience:

No previous insurance experience is required. We will train and educate the successful candidate. However, having previous experience working within the insurance industry is a bonus.

Limitations and Disclaimer

All job requirements are subject to possible modifications to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significate risk to the health and safety of themselves or other employees.

This job description in no way states or implies that these are the only duties to be preformed by the employee occupying this position. Employees will be required to follow any other job-related instructions and to perform other job-related duties requested by their supervisor in compliance with Federal and State Laws.

Requirements are representative of minimum level of knowledge, skills and/or abilities. To perform this job successfully, the employee must posses the abilities or aptitudes to preform each duty proficiently. Continued employment remains on an “at-will” basis.

Our agency has over 100 carriers. Must be P & C Licensed. Must have 2-4 years of personal lines insurance experience. This position is flexible and can be in office or remote. Our office is located in Denton, TX. Must like working with people with strong attention to detail. Family oriented work environment. 100 years in business with excellent benefits.

Job Type: Full-time
Salary: $45,000-$65,000 per year based on experience.
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