Texan Insurance · 17 hours ago
Insurance Sales Agent, Personal Lines - Amarillo Area
Amarillo, TX
Full-time
Onsite
Entry, Mid Level
$16.88/hr - $16.88/hr
2+ years expTexan Insurance is dedicated to providing tailored insurance solutions and exceptional service to clients. The Personal Lines Sales Agent role focuses on growing the client base and fostering long-term relationships in the personal insurance market by identifying new business opportunities and providing outstanding service to existing clients.
Insurance
Responsibilities
Proactively respond to and pursue all inbound leads and sales opportunities
Conduct outbound calls and sourcing activities to generate new business
Conduct needs-based analyses to assess client risks and recommend appropriate personal lines coverage solutions
Develop competitive, accurate quotes and present proposals to clients professionally
Finalize sales and manage the seamless onboarding of new clients
Serve as the dedicated point of contact, building strong relationships to ensure high client satisfaction and retention
Perform annual or life-event policy reviews to identify coverage gaps and recommend updates
Provide expert support for policy endorsements, renewals, and the claims process
Promptly and effectively resolve client inquiries and issues
Maintain in-depth knowledge of personal lines products (auto, home, renters, umbrella, etc.), underwriting guidelines, and state regulations
Clearly explain coverage details, terms, conditions, and exclusions to clients
Educate clients on risk management and the value of adequate insurance protection
Accurately maintain client records and policy details in the agency management system (AMS)
Prepare, submit, and process applications, endorsements, renewals, and other policy documentation
Manage billing inquiries and facilitate the resolution of accounting matters
Adhere strictly to all state insurance regulations, carrier agreements, and company policies
Maintain required insurance licensure and pursue continuing education and professional designations (e.g., CIC, CPIA)
Qualification
Required
High school diploma or equivalent is required
2+ years of experience in a sales role with a proven ability to meet quotas
Active state Property & Casualty (P&C) insurance license
Proven ability to prospect, negotiate, and close sales
Exceptional consultative selling and customer service skills
Strong active listening and communication skills, with the ability to explain complex concepts clearly and persuasively
High degree of empathy, patience, and the ability to build trust and rapport
Aptitude for analyzing client needs, comparing coverage options, and making sound recommendations
Detail-oriented with strong numerical skills for accurate quoting and risk assessment
Quick learner able to master insurance products, underwriting rules, and agency software
Proficiency with standard office technology and CRM/agency management systems
Self-motivated, results-driven, and goal-oriented with a persistent and resilient attitude
Highly organized with excellent time management and the ability to prioritize tasks in a fast-paced environment
Professional, ethical, and maintains confidentiality
A team player who collaborates effectively while also being capable of working independently
Preferred
Associate's or Bachelor's degree in a related field preferred
Prior experience (3+ years) specifically in personal lines insurance sales or service
Benefits
Health, dental, and vision insurance, as well as additional coverage options to support your well-being.
A 401(k) plan with company contributions up to 4% to help you build a secure future.
Generous PTO and 12 paid holidays so you can recharge and enjoy life outside of work.
In-house Corporate Trainer to help you grow professionally and create customized training specifically for you, along with opportunities to grow within the company.
A supportive and collaborative team culture where your ideas and efforts are valued.
Opportunities to participate in initiatives that give back to our local community by providing 16 hours of additional PTO to volunteer at an organization of your choosing, plus company-sponsored events.
Company
Texan Insurance
Texan Insurance is an insurance solutions agency.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase