Property and Casualty Representative

Insurance Recruiter Services; San Antonio (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical Plan

401k

Life Insurance

Disability

Paid time off

Job summary

Insurance Recruiter Services is seeking an embedded Property & Casualty Insurance Producer in the San Antonio area. This role combines consultative personal lines and small business insurance sales with strategic partnership development to provide members access to comprehensive insurance solutions.

The embedded producer serves the organization’s members and staff while remaining an employee of the agency, focusing on building trusted relationships, educating referral partners, identifying

Qualifications

• Minimum of 3 years’ experience in insurance sales.
• At least 2 years experience with small business commercial insurance sales.
• At least 2 years experience with personal lines insurance sales.
• Possess a current Texas General Lines Property & Casualty license and willing to obtain life and health license.
• Strong communication and convincing skills.

Responsibilities

• Generate new Personal Lines and Small Commercial insurance business through referrals, networking, and partnership initiatives.
• Conduct comprehensive insurance reviews to identify coverage gaps.
• Develop customized insurance solutions that meet clients’ financial and risk management objectives.
• Quote, present, negotiate, and close new business opportunities.
• Cross-sell multiple insurance products to maximize client protection and retention.
• Conduct both inbound and outbound sales calls.
• Proven ability to close sales and call upon leads.
• Develop leads, identify customer needs and market appropriate products and services.

Skills

Communication skills

Sales experience

Relationship-building

Negotiation

Education

High School diploma or equivalent

Bachelor's degree preferred

Tools

AMS360

Job description

This agency is seeking an experienced and relationship-focused Property & Casualty Insurance Producer to serve as an embedded producer within a San Antonio area organization. This role combines consultative insurance sales with strategic partnership development to provide the organization's members with access to comprehensive personal and small business insurance solutions.

The embedded producer serves as the dedicated Property & Casualty resource for the organization's members, agents, and lodge leadership while remaining an employee of the agency. Success in this role requires building trusted relationships, educating referral partners, identifying coverage gaps, and delivering exceptional insurance solutions that protect members and their businesses.

This is a highly visible position requiring initiative, professionalism, and the ability to cultivate long-term relationships rather than simply respond to inbound opportunities.

Core Duties and Responsibilities:

• Generate new Personal Lines and Small Commercial insurance business through referrals, networking, and partnership initiatives
• Conduct comprehensive insurance reviews to identify coverage gaps
• Develop customized insurance solutions that meet clients’ financial and risk management objectives
• Quote, present, negotiate, and close new business opportunities
• Cross-sell multiple insurance products to maximize client protection and retention
• Conduct both inbound and outbound sales calls
• Proven ability to close sales and call upon leads
• Develop leads, identify customer needs and market appropriate products and services

Partnership & Relationship Management

• Serve as the dedicated Property & Casualty representative for the organization's members
• Build strong working relationships with the organization's agents and staff
• Educate referral partners on available insurance products and referral processes
• Foster trust through exceptional responsiveness and consultative service
• Collaborate with leadership strategies to increase member engagement and insurance awareness

Referral & Community Development

• Develop and maintain referral relationships with:
• Organization's agents
• Lodge leadership
• Community organizations
• Centers of influence
• Business owners
• Participate in member events, educational seminars, and community outreach activities
• Assist with insurance education presentations for members and prospects
• Support marketing initiatives designed to increase awareness of available insurance solutions

Client Service & Account Management

• Provide exceptional service throughout the sales process and beyond
• Respond promptly to client inquiries and coverage questions
• Coordinate with agency service teams to ensure seamless onboarding and policy servicing
• Maintain accurate documentation within the agency management system and CRM
• Follow all underwriting, compliance, and carrier guidelines

Operational Responsibilities

• Track sales activity and referral sources
• Maintain accurate production reports and pipeline management
• Meet or exceed performance metrics established by agency leadership
• Participate in sales meetings, training, and strategic planning initiatives
• Maintain all required licenses and continuing education requirements
• Field underwriting and rating for new accounts
• Prepare insurance quotes, make sales presentations and close new business
• Responsible for meeting deadlines
• Comply with insurance standards and regulationsFollow up on prospects
• Documents and maintain records in agency management system
• Maintain a strong work ethic
• Follows PnPs such as for new business and renewals

Minimum Qualifications:

• Minimum of 3 years’ experience in insurance sales
• At least 2 years experience with small business commercial insurance sales
• At least 2 years experience with personal lines insurance sales
• High School diploma or equivalent required
• Possess a current Texas General Lines Property & Casualty license and willing to obtain life and health license.
• Strong communication and convincing skills

Preferred Qualifications:

• Experience working in an embedded, affinity, or partnership distribution model
• Existing network within the San Antonio business community
• Bachelor's degree preferred
• Experience with AMS360 or comparable agency management software
• Experience conducting educational workshops or community presentations

Ideal Candidate Profile

The ideal candidate is more than an insurance salesperson—they are trusted advisors and relationship builder who enjoys becoming embedded within an organization, collaborating with referral partners, educating clients, and helping families and businesses protect what matters most.

Essential Physical Requirements

• Must be able to work from a sitting position for extended periods of time.
• Must be willing and able to work in front of a computer monitor for extended periods of time.
• Must be able to work on a standard computer keyboard for extended periods of time.
• Must be able to work in a cubical environment during the workday with limited or no
• distraction.

Employee Compensation & Benefits Include:

• New business commissions
• Renewal commissions
• Medical Plan
• Vision Plan
• 401k
• Live Health Online
• Life Insurance
• Disability
• Responsible Use PTO
• Training
• Employee Assistance Program
• National Discounts & much more!

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization