InsurePro · 3 weeks ago
Commercial Insurance Agent
Austin, TX
Full-time
Onsite
Mid LevelInsurePro is seeking a Commercial Insurance Agent who will be responsible for selling and servicing insurance policies to individuals and businesses. The role involves assessing client needs, providing insurance advice, and ensuring that clients are properly protected against risks while maintaining strong sales performance.
Insurance
Responsibilities
Actively pursue new clients through referrals, cold calling, networking, and lead generation efforts
Conduct insurance needs assessments to understand clients’ coverage requirements
Present and explain policy options to clients, highlighting coverage details, benefits, exclusions, and premiums
Provide quotes for various types of insurance products, with a focus on trucking and other mission critical commercial policies
Close sales by addressing client concerns, negotiating coverage terms, and finalizing agreements. Do so in a way that is good for the carrier and client
Develop and maintain long-term relationships with clients, using scalable and touchless strategies like email campaigns
Perform periodic reviews of existing policies to ensure that clients’ coverage is up-to-date and meets their evolving needs, with an eye to upsell and cross sell value-add products
Proactively communicate with clients about policy renewals, premium adjustments, and potential changes in coverage
Provide exceptional customer service by promptly addressing client questions, concerns, or claims issues
Work closely with the sales team and other departments to ensure smooth policy processing and exceptional client experiences
Share insights and best practices with colleagues to help improve agency performance
Qualification
Required
Bachelor's degree a plus, but not required
An active Texas Property & Casualty (P&C) license is not required, but is a bonus
Proven background in sales is required. This can include insurance sales, door-to-door sales, outside sales, or other high-velocity sales environments
Strong interpersonal and communication skills with the ability to build trust quickly
Persuasive, competitive, and sales-driven with strong negotiation ability
Organized and detail-oriented, capable of managing multiple clients and tasks simultaneously
Comfortable with technology; proficient in CRM tools, Microsoft Office (especially Excel), and ideally insurance systems such as Epic
Ambitious, hungry, self-motivated individuals who excel in target-driven environments
Adaptable and eager to learn, especially within a fast-changing insurance and tech-enabled landscape
Customer-focused mindset with a commitment to providing tailored solutions
Collaborative team player with a strong work ethic
Ability to identify and maximize revenue-generating opportunities with clients
Preferred
Insurance experience is preferred but not mandatory
Ideal candidates with insurance experience will have worked for a brokerage in commercial or personal lines
Experience managing commercial insurance products (property, liability, workers' compensation, specialty lines) is a strong plus
Bilingual preferred, not required
Benefits
Health, dental, and vision insurance
401(k) plan with company match
Bonus and incentive programs based on sales performance
Company
InsurePro
InsurePro aims at being the most configurable & transparent business insurance platform, transforming trust & self-service via machine learning and hyper-configurable APIs.
Founded in 2022
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase