Commercial Insurance Sales Agent or Personal Lines C

Bill Garcia Insurance Agency; Houston (TX); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Opportunity for advancement

Paid time off

Training & development

Job Stability

Job summary

Bill Garcia Insurance Agency is seeking a Commercial Lines Producer in Houston, Texas. This role is crucial for maintaining profitability with commercial lines clients and expanding business through new sales. Candidates should have experience in account management and possess an insurance license. Responsibilities include developing insurance opportunities, ensuring client satisfaction, and collaborating within a team. The position offers a competitive salary, bonuses linked to performance, and opportunities for professional advancement, making it ideal for those passionate about the insurance industry.

Qualifications

• Minimum of two years personal and commercial lines insurance account management experience.
• Hold the insurance license required by your state.
• Strong knowledge of insurance products and usages.

Responsibilities

• Identify, qualify, and develop commercial insurance opportunities.
• Foster and maintain relationships with clients.
• Monitor and report on key metrics for sales targets.

Skills

Business-to-business sales success

Strong presentation skills

Negotiation skills

Customer-focused

Organizational skills

Time management skills

Communication skills

Education

Bachelor’s Degree or comparable work experience

Tools

Agency management systems

Job description

Benefits

• Bonus based on performance
• Competitive salary
• Opportunity for advancement
• Paid time off
• Training & development
• Competitive Pay
• Professional Development
• Job Stability in a growing industry

Overview

The Commercial Lines Producer at Bill Garcia Insurance Agency is responsible for maintaining and maximizing profitable relationships with commercial lines clients and growing the book of business through new client sales.

Responsibilities

• Identify, qualify, and develop commercial 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 partner, network, and plan for new clients and business opportunities.
• Monitor, review, and report on key metrics to ensure sales targets are achieved and execute sales activity documentation quickly, accurately, and professionally.
• Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
• Support and prepare clients for renewal and retention and maintain strong client relationships.
• Maintain CE and participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.
• Review client audits, verify and facilitate corrections as needed and maintain A/R and billing.

Qualifications

• Hold the insurance license required by your state and have a minimum of two years personal and commercial lines insurance account management experience, as well as a Bachelor’s Degree or comparable work experience.
• Possess a valid driver’s license and a source of reliable transportation.
• Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain an existing client base.
• Have a proven track record of business-to-business sales success. Possess strong presentation, persuasion, and negotiation skills with the ability to close sales.
• Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.
• Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making, and superior written and verbal communication skills.
• Have excellent time management skills, thrive in a team environment, and Technology and Computer proficiency including agency management systems.