Licensed Insurance Sales Producer and/or Customer Service Representative

A dynamic opportunity awaits a highly motivated and results-driven Insurance Sales Representative to join our team at Independent Insurance Agents of Texas. As a trusted partner, you will work closely with clients to identify their insurance needs and develop personalized solutions that meet their unique requirements.

Primary Responsibilities:

• Identify and develop insurance prospects and appropriate markets.
• Respond to referrals quickly and effectively.
• Pre-qualify prospects for insurability and quality of risk.
• Enter client or prospect details in agency management system.
• Design insurance plans and recommend coverage to clients.
• Survey loss exposures, needs, and possible uninsurable or difficult-to-insure exposures for clients.
• Create insurance proposals; make sales presentations to prospective and existing clients on new and renewal business.
• Complete and submit applications and related documentation to appropriate insurance markets.
• Develop, follow, and complete sales objectives.
• Educate clients concerning agency payment expectations and cancellation procedures.
• Collect down payments from insureds for purchases of new and upgraded coverage and obtain signatures on all applications.
• Acknowledge non-standard coverage limitations and binding restrictions to document file and lower errors and omissions exposures.
• Ask for referrals from insureds to help generate new business.
• Explain coverage and exclusions and documents explanations in agency management system.

Personal and Organizational Development:

• Develop a book of business that is profitable for both the agency and carriers.
• Work with clients to ensure limit and coverage adequacy.
• Provide needed information and clarifications about clients to company personnel, and documents system by transaction date.
• Create letters to clients offering coverage, share information and advice regarding insurance matters. Uses these to round out accounts fully.
• Review existing Policy coverage at least annually.
• Review appropriate policy change requests and other account activity.
• Document automated file as appropriate. Use each client contact as an opportunity for coverage review and marketing of needs covered.
• Recommend and help insureds carry out loss control programs, independently and with company loss control staff.
• Continue to develop relationships with insureds.
• Accept and handle any duties/prospects as assigned by agency management.

Personal Development:

• Develop a Personal improvement plan and take responsibility for learning and improving technical and sales skills regularly.
• Read and interpret technical manuals and insurance information from carriers, vendors, publishers, etc.

Requirements:

• Current Texas P&C license.
• Pleasant disposition and strong communication skills (verbal and written).
• Strong computer skills.
• Ability to handle customer problems.
• Workable knowledge of insurance and prior insurance experience.

If you're looking for a career that offers flexibility, job stability, strong compensation, and more, then you've come to the right place. Working with an IIAT member agency is a great career choice. IIAT members are Trusted Choice independent insurance agencies. Independent insurance agents don't work for an insurance company; they partner with multiple insurance companies. As such, they offer more options to their customers-more personalized policies, more affordable policies, and more. Independent agents focus on the satisfaction of their customers and community. The demand for insurance professionals is growing - is this the right career for you? Join our team today!