Insurance Sales Agent, Personal Lines - REMOTE

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: 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

https://go.cultureindex.com/s/R9bT3QYYPK

About the Role

The Insurance Sales Agent, Personal Lines is responsible for generating new business and maintaining relationships with clients in the personal insurance market. This role focuses on providing tailored insurance solutions to meet individual clients’ needs, including auto, home, renters, umbrella, and other personal insurance products. The agent serves as the primary point of contact for clients, ensuring exceptional service, expert guidance, and seamless policy management.

Essential Duties and Responsibilities

Sales and Client Acquisition:

• Respond to all generated leads.
• Outbound calling/sourcing of leads.
• Assess potential clients’ insurance needs and recommend appropriate coverage options.
• Develop personalized quotes and present them to clients in a clear, professional manner.
• Close sales and ensure smooth onboarding for new clients.

Client Relationship Management:

• Build and maintain strong relationships with clients to ensure retention and satisfaction.
• Conduct periodic reviews of clients’ insurance needs to offer updated or additional coverage.
• Provide ongoing support for policy changes, claims, and renewals.

Product Knowledge and Expertise:

• Stay up to date with personal insurance products, industry trends, and regulations.
• Explain coverage details, policy features, and exclusions to clients.
• Educate clients on the value and importance of appropriate coverage.

Administrative Duties:

• Accurately input and maintain client information in the agency’s management system.
• Prepare and process insurance applications, endorsements, and renewals.
• Handle billing inquiries and resolve client issues promptly

Skills and Attributes

• Insurance Expertise:
• Strong understanding of personal lines insurance products such as auto, home, renters, and umbrella policies.
• Ability to explain complex insurance concepts in simple terms to clients.

Sales Acumen:

• Skilled in identifying client needs, cross-selling, and upselling opportunities.
• Ability to close deals effectively while maintaining client trust and satisfaction.

Compliance Knowledge:

• Familiarity with state and federal insurance regulations and adherence to compliance standards.

Customer-Centric Mindset:

• Passion for helping clients find the right insurance solutions for their needs.
• Commitment to delivering outstanding customer service and fostering long-term relationships.

Communication Skills:

• Excellent v