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Insurance Sales and Service Agent - Houston, Texas

Houston, Texas - Smart Financial
Houston, TX Full Time
POSTED ON 3/25/2025
AVAILABLE BEFORE 5/25/2025

This position is responsible for selling insurance products to existing and potential customers while meeting/exceeding production standards. The Insurance Sales and Service Agent will also generate opportunities through existing members, new business, company leads, referrals, and incoming/outgoing calls.

The Insurance Sales and Service Agent is also responsible for providing consistent, accurate, and timely insurance servicing through verbal and written correspondence, building and maintaining relationships with members, and serving as the liaison between the agency and member.

This position requires superb customer/member focus and service delivery, sound ethics, excellent communication skills, both verbal and written, plus strong administrative and organizational skills. The Agent should be self-disciplined and a self-starter.

  • Meet/exceed production standards by selling customized insurance products to existing members, company leads, referrals and incoming inquiries / requests for quotes. Complete and submit applications and related documents to appropriate insurance markets ensuring the policy requirements are fulfilled including any underwriting documents or forms required.
  • Renew and re-market accounts as needed in conjunction with agency standards. Daily servicing of accounts for clients by proactively responding to policy inquiries, making appropriate coverage changes, explaining coverage and premiums, informing clients of any policy or billing changes, and handling all associated servicing requests. Maintaining policyholder files accurately and consistently documenting conversations, sending appropriate correspondence, and adhering to all other automation procedures. Promptly and appropriately responding to incoming mail and phone requests.
  • Develop and maintain quality staff relations to ensure profitable referrals and excellent internal service.
  • Ensures compliance with all credit union and insurance agency policies and procedures as well as applicable state and federal rules and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, OFAC and Texas Department of Insurance.
  • Other duties as assigned.

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