Personal Insurance Sales Agent

Richey Insurance Agency, LLC; Houston (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive Pay

Professional Development

Job Stability in a growing industry

Job summary

Richey Insurance Agency, LLC is seeking a Personal Lines Producer in Houston to manage profitable relationships with personal line clients and grow the book of business through new client sales. The role requires obtaining best coverage, quotes, and binding insurance while maintaining strong client relationships.

Responsibilities include identifying opportunities with clients, following up with timely quotations, and servicing existing clients.

Qualifications

• Hold the state insurance license and have a minimum of two years of personal and commercial lines account management experience.
• Bachelor’s Degree or comparable work experience is required.
• Strong knowledge of insurance products, rating and underwriting procedures.
• Proven business-to-business sales success with strong presentation and negotiation skills.
• Customer-focused, proactive, and capable of servicing existing clients and developing new relationships.
• Excellent organizational, written and verbal communication skills; able to work independently and in a team.

Responsibilities

• Identify, qualify, and develop personal insurance opportunities with clients in person, online, by phone, and via written communication.
• Foster and maintain relationships with clients and prospects through regular follow-up and timely quotations.
• Prospect round accounts and seek increases in existing coverage and new client opportunities.
• Obtain best coverage and rate, process quotes, and bind coverage; coordinate inspections and documentation.
• Maintain client relationships through renewal preparation and ongoing support.
• Monitor sales metrics and ensure targets are met with timely activity documentation.
• Collaborate with team members, mentor staff, and participate in meetings as needed.

Skills

Sales experience

Customer focus

Communication skills

Time management

Negotiation

Problem solving

Education

Bachelor’s degree or equivalent work experience

Tools

Agency management systems

Job description

Overview

The Personal Lines Producer at Richey Insurance Agency, LLC is responsible for maintaining and maximizing profitable relationships with personal line clients and for growing the book of business through new client sales.

Benefits

• Competitive Pay
• Professional Development
• Job Stability in a growing industry

Responsibilities

• Identify, qualify, and develop personal 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 prospect round accounts, and solicit increases in existing client coverage as well as network for new clients, including win backs.
• Obtain best coverage/rate for insured, process quotes, and bind insurance coverage; follow up as necessary with inspection, photos, and other documentation. Present policies to insured and educate them on coverages and rates.
• Foster and maintain excellent relationships with customers and prospects through regular follow-up, timely quotations, and general account support.
• Support and prepare clients for renewal and retention, and maintain strong client relationships.
• Anticipate, respond to, and follow up on all existing client needs.
• Monitor, review, and report on key metrics to ensure sales targets are achieved and execute sales activity documentation in a timely, accurate, and professional manner.
• Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
• 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.

Qualifications

• Hold the insurance license required by your state and have a minimum of two years of 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.