Insurance Sales Agent

Wagner Insurance; The Woodlands (TX); On-site; USD 45,000 - 65,000; Full time

Job summary

Wagner Insurance is seeking a full-time Insurance Sales Agent based in The Woodlands, TX. You will identify prospects, assess needs, and recommend property and casualty insurance solutions for business and individuals.

Responsibilities include building a book of business, preparing quotes, explaining coverage, and managing renewals. Join a collaborative agency with a focus on client service, regulatory compliance, and ongoing professional development.

Qualifications

• Strong Insurance Sales and sales skills with ability to prospect, close, and retain clients.
• Solid understanding of Insurance and Insurance Brokerage practices, including property and casualty products.
• Excellent Customer Service skills with a client-focused approach and clear communication.
• State insurance producer license (or willingness and eligibility to obtain one promptly).
• Previous experience in insurance or financial services is preferred.
• Ability to work on-site in The Woodlands, TX and collaborate with team members.
• Proficiency with basic office software and agency management systems, and strong attention to detail.
• High level of integrity, professional demeanor, and commitment to ongoing learning and development.

Responsibilities

• Identify prospects, conduct needs assessments, and recommend appropriate property and casualty insurance solutions.
• Build and manage a book of business, prepare quotes, explain coverage options, and handle renewals and policy changes.
• Provide responsive customer service and coordinate with carriers and internal teams for policy placement.
• Maintain compliance with regulatory and carrier guidelines, document interactions in agency systems, and participate in sales meetings and training to meet performance goals.

Skills

Insurance sales

Prospecting

Closing deals

Client retention

Education

State insurance producer license or willingness to obtain

Tools

Agency management systems

Office software

Job description

Company Description

Wagner Insurance is a property and casualty insurance agency with over 100 years of combined industry experience and strong relationships with numerous insurance carriers. The company focuses on tailored insurance plans that meet modern business needs across a wide range of industries. Wagner Insurance fosters a collaborative, high-performance environment where team members are encouraged to take ownership of their roles and are recognized for outstanding client service. The organization is forward-thinking, values innovation and quality, and supports ongoing professional development. Wagner Insurance is licensed in most U.S. states, offering broad market reach and diverse client opportunities.

Role Description

This is a full-time, on-site Insurance Sales Agent role based in The Woodlands, TX. The Insurance Sales Agent will identify prospects, conduct needs assessments, and recommend appropriate property and casualty insurance solutions for business and individual clients. Daily responsibilities include building and managing a book of business, preparing quotes, explaining coverage options, and handling renewals and policy changes. The agent will provide responsive customer service, resolve inquiries and issues, and coordinate with insurance carriers and internal teams to ensure accurate and timely policy placement. The role also involves maintaining compliance with regulatory and carrier guidelines, documenting interactions in agency systems, and participating in sales meetings and training to meet performance goals.

Qualifications

• Strong Insurance Sales and Sales skills, with ability to prospect, close, and retain clients.


• Solid understanding of Insurance and Insurance Brokerage practices, including property and casualty products.


• Excellent Customer Service skills, with a client-focused approach and clear communication.


• Relevant state insurance producer license (or willingness and eligibility to obtain one promptly).


• Previous experience in insurance or financial services is preferred.


• Ability to work on-site in The Woodlands, TX and collaborate effectively with team members.


• Proficiency with basic office software and agency management systems, and strong attention to detail.


• High level of integrity, professional demeanor, and commitment to ongoing learning and development.