Personal Lines Sales Agent

Leavitt Group; Houston (TX); On-site; USD 45,000 - 50,000; Full time

Benefits offered by this job

Health Insurance

Dental and Vision Insurance

401(k) with matching

HSA and FSA

Paid sick and vacation leave

Job summary

Leavitt Group Texas Select in Houston, TX is seeking a Personal Lines Sales Agent for their busy office. The role supports the customer and sales staff across Personal Lines, including developing new accounts, quoting, cross-selling, and submitting packages to carriers.

Requirements include a Property and Casualty License, 2–3 years agency experience, strong communication and sales skills; bilingual a plus.

Qualifications

• Property and Casualty License is required.
• Excellent communication skills, both verbal and written.
• 2–3 years agency experience preferred.
• Knowledge of AMS360 is a plus.
• Bilingual abilities are a plus.

Responsibilities

• Maintain customer information in the AMS360 system.
• Develop new accounts, quote new business, and cross-sell.
• Support sales staff and respond to inquiries by phone or in person.

Skills

Strong sales skills

Excellent communication

Bilingual

Education

Property and Casualty License

Tools

AMS360

Job description

Leavitt Group Texas Select at 1300 W Sam Houston Pkwy S, Ste 220, Houston, TX 77042 is looking for a Personal Lines Sales Agent for their busy office. In this position you will be responsible for the following.

This position will provide support to the customer and internal sales staff on all Personal Lines Insurance business. Sales support will consist of developing new accounts, quoting new business coverage, maintaining existing accounts, cross-selling existing accounts, and forwarding submission packages to the appropriate carrier.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Accurately maintain all customer information in the computer system (AMS360).
• Know the various company products, underwriting requirements, binding authority, policy forms, rating software programs (upload & download), and competitiveness in the marketplace.
• Speaking with customers and company personnel on the phone or in person during office visits and responding to all written correspondence.

• Develop existing accounts by attempting to provide additional coverage on existing policies or adding additional lines of business (cross-sell).
• Assist with answering phones and other general office duties as may be required.

JOB REQUIREMENTS/COMPETENCIES:

• Property and Casualty License
• Strong sales skills required
• Knowledge of the AMS 360 is a plus
• Bilingual is a plus
• 2-3 years Agency experience
• Excellent communication skills; verbally and written.
• Detail oriented and able to maintain compliance standards.
• Must be dependable, provide timely response, and complete of work activities.

Texas Select, a Leavitt affiliate offers a competitive

• $45,000-$50,000 + Commission
• Health Insurance
• Dental and Vision Insurance
• 401(k) with matching employer contributions.
• HSA and FSA
• Paid sick and vacation leave

As a national company, the Leavitt Group is one of the largest privately-held insurance agency brokerage in the nation, with over 280 locations across 32 states. We broker commercial and personal lines insurance which manages the risk for individuals and businesses. The agency is appointed with the top insurance markets and enjoys exclusive representation with multiple insurance companies. We are always looking for talented individuals who want to further their career and grow with us.