Insurance Sales Agent, Personal Lines
Texan InsuranceAbout the role
About Artemis Insurance
Artemis Insurance is a trusted provider of personalized insurance solutions for individuals and businesses. With decades of industry experience, we specialize in home, auto, life, and commercial coverage designed to protect what matters most.
Our culture is built on integrity, collaboration, and a commitment to exceptional service. We believe our people are our greatest strength, and we invest in our employees’ growth, development, and long-term success at every stage of their careers.
At Artemis Insurance, you will join a team that values relationships, innovation, and making a meaningful difference for the clients and communities we serve.
Who Thrives at Artemis Insurance
At Artemis Insurance, we value individuals who take pride in their work and are committed to delivering excellent service to our clients and teammates. Our team members approach their responsibilities with professionalism, integrity, and a strong sense of accountability.
People who thrive here are collaborative, dependable, and motivated to contribute to a positive and supportive team environment. They are open to learning, adaptable to change, and committed to continuous improvement as both professionals and team members.
Application Requirement
To be considered for this position, all applicants must complete the Culture Index Assessment as part of our hiring process.
Please click the link below or copy and paste it into your browser to begin. The assessment takes approximately 5 minutes to complete.
Here is the link to the survey: https://go.cultureindex.com/p/2eBHEqt6Ig
The Culture Index helps us better understand your work style, strengths, and natural preferences. This information helps us align candidates with roles where they can succeed and contribute most effectively.
Please Note: Applications will not be reviewed or considered until the Culture Index Assessment has been completed.
About the Role
The Sales Agent, Personal Lines is responsible for generating new business and growing a personal lines book of business through consultative sales and client relationship development. This role focuses on converting qualified leads into clients, identifying coverage needs, and delivering tailored insurance solutions. The Sales Agent serves as the primary point of contact throughout the sales process, from initial engagement through policy binding, while contributing to overall agency growth through new business production, cross-selling, and referrals.
This role is responsible for achieving individual sales targets and contributing to overall agency growth through consistent production.
Essential Duties and Responsibilities
- Identify, qualify, and convert new personal lines sales opportunities through inbound and outbound efforts.
- Engage with prospective clients to assess insurance needs and recommend appropriate coverage solutions.
- Conduct consultative sales conversations and present quotes, proposals, and coverage recommendations.
- Follow up on leads, referrals, and opportunities to drive conversion and close business.
- Develop and maintain relationships with prospects, clients, and referral partners (e.g., realtors, loan officers, builders).
- Perform policy reviews and identify opportunities to increase coverage and round accounts.
- Cross-sell additional lines of business to expand client relationships.
- Prepare and process quotes, applications, endorsements, and related documentation.
- Maintain accurate and timely documentation of all sales activity within CRM and agency systems.
- Monitor and manage individual pipeline to ensure consistent sales activity and goal attainment.
- Collaborate with SDRs, service teams, and leadership to support client needs and business objectives.
- Stay current on insurance products, carrier guidelines, and market conditions.
- Maintain consistent outbound activity to build and sustain a pipeline of new business opportunities.
Skills and Attributes
- Consultative Selling<
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