Sales Customer Experience Consultant

The Polian Agency; Waco (TX); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Bonus based on performance

Flexible schedule

Opportunity for advancement

Paid time off

Profit sharing

Training & development

Competitive Pay

Professional Development

Job Stability in a growing industry

Job summary

The Polian Agency in Waco, Texas is seeking a Sales & Customer Experience Consultant responsible for building relationships and growing business through personal lines clients. You will identify opportunities, support clients, and collaborate with team members while meeting sales targets.

The ideal candidate will have at least two years of relevant insurance management experience, a Bachelor’s Degree or equivalent, and excellent communication and organizational skills. The position offers a competitive salary and benefits.

Qualifications

• Minimum of two years in personal and commercial lines insurance account management.
• Valid insurance license and driver’s license required.
• Technology proficiency including agency management systems.

Responsibilities

• Maintain and grow personal insurance relationships with clients.
• Identify and qualify insurance opportunities through various channels.
• Monitor key metrics and ensure sales targets are met.

Skills

Insurance knowledge

Sales success

Customer service

Time management

Communication skills

Education

Bachelor’s Degree or comparable work experience

Job description

Benefits:

• Bonus based on performance
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Profit sharing
• Training & development

Benefits / Perks:

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

Job Description

The Sales & Customer Experience Consultant at The Polian Agency is responsible for maintaining and maximizing profitable relationships with personal lines clients and for growing the book of business through new client sales.

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.

Support and prepare clients for renewal and retention, and maintain strong client relationships.

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.