Join our team as an experienced insurance agent and help us drive our business forward. We are looking for a motivated professional who excels in building strong client relationships and expanding customer portfolios.
You will play a key role in identifying clients' unique insurance needs, offering tailored coverage options, and providing exceptional service.
This position is perfect for someone who values a personalized approach to sales and is eager to develop strategies for new insurance offerings, manage policy updates, and ensure clients receive the best solutions.
Are you ready to join an award-winning team and take your career in insurance sales to new heights? Apply Now!
Benefits
Annual Base Salary + Commission
Paid Time Off (PTO)
Mon-Fri Schedule
Evenings Off
Hands on Training
Career Growth Opportunities
Responsibilities
- Meet new business production goals and objectives as established
- Develop insurance quotes, makes sales presentations, and closes sales
- Secure all Trailing Documents from customers
- Complete Evidence of Insurance requests
- Take premium payments for customers
- Handle policy change requests for customers
- Ask each customer for referrals and explain our referral program
- Treat each customer contact as a cross and up-sell opportunity including financial products
- Verify phone numbers, addresses and email addresses with each customer contact and update customer information
- Answer and return all phone messages promptly
- Be outstanding at relationship building
Requirement
General Lines Property & Casualty license (Required)
General Lines Life & Health license (Preferred)
Ability to Commute : Montgomery, TX 77356 (Required)
Minimum 1 year prior customer service experience (Required)
Possess an upbeat attitude with a willingness to learn.
Proficiency to multi-task, follow-thru and follow-up
Professional phone etiquette
Strong communication