Insurance Sales Agent (Licensed) positions are in high demand in the insurance industry and offer a rewarding career path for professionals dedicated to helping clients secure their financial future. As an Insurance Sales Agent (Licensed), you will play a critical role in providing guidance and tailored solutions to customers seeking property, casualty, life, and health coverage. This full-time opportunity with a reputable agency focuses on the development of strong client relationships, strategic problem-solving, and the achievement of measurable sales goals. Working in Round Rock, TX, you will enjoy a supportive environment with significant growth potential and access to comprehensive benefits.
As part of a committed team, the Insurance Sales Agent (Licensed) will focus on generating leads, maintaining client relationships, and ensuring customer satisfaction throughout the entire sales and post-sale process. Your expertise in insurance products and your ability to connect with clients from diverse backgrounds will be instrumental in driving business results and sustaining the agency’s reputation for excellence. The agency values empowerment, professional development, and the delivery of outstanding service, offering you the ideal platform to advance your career in the insurance industry.
This role provides a unique blend of customer service, sales, and administrative responsibilities. You will collaborate closely with both new and existing clients, offering them the information and guidance necessary to make well-informed decisions about their insurance needs. If you are motivated, goal-oriented, and ready to contribute to a dynamic team, this Insurance Sales Agent (Licensed) position is an excellent opportunity to build a successful and impactful career.
Insurance Sales Agent (Licensed) - Summary
- Full-time position specializing in property, casualty, life, and health insurance products.
- Opportunity to work in a positive, growth-focused agency environment in Round Rock, TX.
- Direct involvement in client acquisition, relationship management, and customer service initiatives.
Duties & Responsibilities
- Develop leads through various channels, including networking, referrals, and marketing campaigns.
- Schedule appointments and conduct needs assessments to match clients with appropriate insurance solutions.
- Establish and nurture customer relationships by providing timely follow-ups and ongoing support.
- Respond to client inquiries regarding policy options, eligibility, coverage, billing, and policy changes.
- Educate clients on claim submission processes and assist with documentation as needed.
- Maintain accurate and thorough client records in compliance with industry regulations.
- Consistently meet or exceed established sales goals and performance metrics.
- Deliver prompt, friendly, and knowledgeable customer service to ensure high client satisfaction.
Salary & Benefits
- Competitive base pay with commission incentives.
- PTO, including paid holidays, vacation, and personal/sick days.
- Medical insurance coverage.
- Group life insurance benefits.
- 401(k) retirement plan.
- Ongoing training and valuable industry experience.
- Opportunities for career growth and advancement within the agency.
Qualifications & Requirements
- Active Property & Casualty insurance license (required).
- Ability to obtain a Life & Health license prior to start date (required).
- Insurance sales experience preferred; experience with property & casualty and life/health products is a plus.
- Background in outside or inside sales, retail sales, or telemarketing is advantageous.
- Track record of meeting or exceeding sales quotas is preferred.
- Excellent written, verbal, and listening communication skills.
- Bilingual abilities are a plus.
- Demonstrated self-motivation and ability to work independently and as part of a team.
- Strong problem-solving skills and ability to multitask efficiently.
- Ability to relate effectively to a diverse customer base.
Ideal Candidate Snapshot
- Driven and proactive professional with a passion for helping clients achieve security and peace of mind.
- Comfortable with goal setting and consistently striving to surpass sales objectives.
- Exceptional interpersonal skills, with the ability to build rapport and trust with clients from various backgrounds.
- Adaptable and eager to learn new products, services, and sales strategies.
- Detail-oriented with strong organizational skills and ability to manage multiple priorities.
Other Relevant Information
- This position is with an independent contractor agent, not directly with the insurance company.
- Employees must successfully complete all applicable licensing and training requirements.
- All hiring and employment decisions are made by the independent agent.
- The agency is committed to fostering a diverse and inclusive workplace.
- Applicants are encouraged to apply if they are motivated to succeed and can see themselves thriving in this role.