At Texan Insurance, we are dedicated to protecting what matters most to our clients by providing tailored insurance solutions and exceptional service. With decades of industry experience, we specialize in offering personalized coverage for home, auto, life, and commercial needs. Our team takes pride in building lasting relationships through trust, integrity, and a commitment to excellence. At Texan Insurance, we believe in empowering our employees and delivering unmatched value to our customers, ensuring peace of mind every step of the way. As a company rooted in community and innovation, we're not just an insurance provider—we're a partner you can depend on.
IMPORTANT : This position will be an IN-OFFICE position at one of the EECU Branch Offices around the Dallas / Ft. Worth and surrounding areas. The individual selected will be required to rotate throughout the offices.
IMPORTANT : All candidates must complete the Culture Index. This is a very short survey with no right or wrong answers. Candidates that do not complete the Culture Index will not be reviewed. Here is the link to the survey : https : / / go.cultureindex.com / p / 2eBHEqt6Ig
Salary Range : $40,000.00 base commission .
About the Role
This position is located in the Dallas / Ft. Worth area and is responsible for developing and maintaining favorable relationships with members of a financial institution and recent clients to increase their book of business. This position requires consultive sales techniques and strong product knowledge to include, but is not limited to, life, home, auto, flood, and umbrella. This position will identify client-specific needs, cross-sell opportunities, and customized insurance solutions. Must have Property and Casualty product knowledge with a proven ability to apply product and market knowledge effectively and present solutions that meet client needs.
Essential Duties and Responsibilities
- Identify, qualify, and develop personal insurance opportunities with new and existing clients in person, online, by phone, and through written communication.
- Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support.
- Anticipate, respond to, and follow up on all existing client needs.
- Actively prospect round accounts and solicit increases in existing client coverages and network for new clients, including win-backs.
- Maintains proficiency in all personal lines of insurance, including home, auto, life, flood, and umbrella.
- Works directly with prospects, which may include referrals from loan officers, builders, and realtors to convert prospects into sales.
- Conduct needs-based customer policy reviews and update coverage.
- Educates clients on coverages and rates.
- Prepares and processes inquiries, quotes, proposals, applications, endorsements, payments, and outbound email / phone marketing campaigns.
- Researches and resolves complex customer service issues and recommends coverage.
- Generates cross-sales, closes inbound leads, and requests referrals to increase client base.
- Makes outbound lead follow-up calls to potential and existing clients by telephone and email to qualify leads and sell products and services.
- Responsible for entering client and sales data into the databases.
- Monitor, review, and report on key metrics to ensure sales targets are achieved and execute sales activity documentation promptly, accurately, and professionally.
Skills and Abilities
Sales Expertise : Proven ability to identify customer needs, recommend appropriate personal lines insurance products, and close sales effectively.Product Knowledge : In-depth understanding of personal lines insurance products, including auto, homeowners, renters, and umbrella policies.Customer Relationship Management : Strong interpersonal skills to build trust and maintain long-term client relationships.Communication Skills : Excellent verbal and written communication skills to clearly explain policy options and benefits to clients.Negotiation Skills : Confidence in negotiating terms and coverage options to meet both customer and company needs.Time Management : Ability to prioritize and manage multiple tasks, leads, and customer inquiries effectively in a busy office environment.Problem-Solving : Skilled in addressing customer concerns and finding tailored insurance solutions.Technical Proficiency : Comfortable using insurance management software (e.g., AMS360, Applied Epic) and CRM systems, as well as basic office tools (Microsoft Office Suite).Goal-Oriented : Self-motivated with a track record of meeting or exceeding sales targets and performance goals.Attention to Detail : Ensures accuracy in policy applications, quotes, and customer records to avoid errors or delays.Team Collaboration : Works effectively with underwriters, service teams, and colleagues to ensure customer satisfaction and smooth policy processing.Adaptability : Thrives in a fast-paced office environment and adjusts to changing priorities or customer needs.Compliance Awareness : Familiarity with insurance regulations and a commitment to following all applicable guidelines and standards.Conflict Resolution : Ability to handle customer objections and concerns professionally to achieve positive outcomes.Attributes
Goal-Driven : Motivated to achieve and exceed sales targets while delivering exceptional service.Personable : Friendly and approachable demeanor, making clients feel comfortable and valued.Empathetic : Listens to clients' needs and concerns to provide personalized insurance solutions.Resilient : Handles rejection and challenges with a positive attitude and determination to succeed.Proactive : Takes initiative in identifying sales opportunities and following up with leads.Professional : Maintains a polished and respectful attitude in all client and colleague interactions.Detail-Oriented : Ensures accuracy in documentation, quotes, and policy processing.Confident : Comfortable presenting and recommending insurance products to clients.Adaptable : Thrives in a dynamic office environment and adjusts to evolving customer needs and priorities.Team-Oriented : Works collaboratively with colleagues and contributes to a positive work environment.Trustworthy : Upholds ethical standards and maintains confidentiality with client information.Results-Oriented : Focused on delivering outcomes that align with both client satisfaction and company goals.Education
Prefer a bachelor's degree in business, sales, or similar field.Experience
1 to 2 years of experience in Personal Lines Sales role with proven success in turning prospects into customers and proven ability to find, build, and grow leads and customer base.If you have Banking Experience, please apply and we will assist in obtaining your P&C license.Certificates, License and or Specialized Requirements
Active P&C License.What We Offer
At Texan Insurance, we believe in taking care of our team as much as we take care of our clients. When you join us, you'll enjoy :
Competitive Compensation : A salary and benefits package that recognizes your skills and contributions.Comprehensive Benefits : Health, dental, and vision insurance, as well as additional coverage options to support your well-being.Retirement Planning : A 401(k) plan with company contributions up to 4% to help you build a secure future.Paid Time Off : Generous PTO and 9 paid holidays so you can recharge and enjoy life outside of work.Professional Development : In House Corporate Trainer to help your grow professionally and create customized training specifically for you along with opportunities to grow within the company.Positive Work Environment : A supportive and collaborative team culture where your ideas and efforts are valued.Community Impact : 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.At Texan Insurance, we're committed to helping you thrive—both professionally and personally. Join us, and let's grow together!
PI259759958
Salary : $40,000
