Account Executive

Goosehead Insurance- The Merchant Agency; Houston (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

The Merchant Agency, Inc., backed by Goosehead Insurance, seeks an Account Executive to manage a portfolio of personal and commercial insurance clients in Houston, TX. This on-site role involves consulting with clients, presenting tailored solutions, and closing new business.

You will build relationships with referral partners, respond to inquiries, and perform renewals and policy reviews. Collaboration with internal teams is essential for delivering excellent client service and strong business

Qualifications

• Strong client relationship and service skills.
• Proven sales and business development experience.
• Ability to manage multiple accounts and documentation.
• Excellent communication, both verbal and written.
• Comfort with technology and CRM systems.
• Active Property & Casualty license in TX or willingness to obtain.
• Bachelor’s degree in business, finance, or related field is a plus.
• High school diploma required.

Responsibilities

• Consult with prospective clients to assess coverage needs.
• Present tailored insurance solutions and close new business.
• Build and maintain relationships with referral partners.
• Prepare quotes and explain policy options clearly.
• Handle renewals and maintain records in agency systems.
• Collaborate with Goosehead resources to ensure high-quality service.

Skills

Client relationships

Sales & business development

Organization

Analytical skills

Communication skills

Tech-savvy

On-site in Houston

License: P&C TX

Education

High school diploma

Bachelor’s degree (plus)

Tools

CRM systems

Job description

Company Description The Merchant Agency, Inc., backed by Goosehead Insurance, provides tailored insurance solutions that combine advanced technology with local expertise. The agency focuses on building strong, long-term relationships with clients and referral partners to deliver smarter coverage, competitive pricing, and peace of mind. Founded by Sam Merchant on the belief that clients are people first, the agency has grown from a one-person vision into a trusted, relationship-driven firm. While not always the lowest-cost option, The Merchant Agency is committed to offering the highest level of protection, guidance, and service for every client.
Role Description The Account Executive is a full-time, on-site role based in Houston, TX, responsible for managing and growing a portfolio of personal and commercial insurance clients. On a day-to-day basis, this role involves consulting with prospective clients to understand their coverage needs, presenting tailored insurance solutions, and following up to close new business. The Account Executive will build and maintain relationships with referral partners, respond to client inquiries, and provide ongoing service such as policy reviews and updates. The role also includes preparing quotes, explaining policy options in clear terms, handling renewals, and maintaining accurate records in agency systems. Collaboration with internal team members and Goosehead resources is expected to ensure a high-quality customer experience and strong business results.
Qualifications

• Client relationship and service skills, including the ability to build trust, listen actively, and communicate clearly with a diverse client base.
• Sales and business development skills, such as prospecting, presenting solutions, negotiating, and closing deals in a target-driven environment.
• Organizational and administrative skills, including managing multiple accounts, maintaining accurate documentation, and using CRM or agency management systems.
• Analytical and problem-solving skills to assess coverage needs, compare options, and recommend appropriate insurance solutions.
• Strong verbal and written communication skills, with the ability to explain complex insurance concepts in a straightforward, accessible manner.
• Comfort with technology, including online rating platforms, digital communication tools, and standard office software.
• Ability to work on-site in Houston, TX, collaborate with colleagues, and consistently follow agency processes and compliance requirements.
• Prior experience in insurance, financial services, or consultative sales is preferred; an active Property & Casualty insurance license in Texas (or willingness to obtain one) is highly beneficial.
• High school diploma required; bachelor’s degree in business, finance, communications, or a related field is a plus.