In PersonThis role is full time onsite in the Carrollton office.
InsuranceInsurance Sales & Agency
No H1B Sponsorship
About the job
Requirements
Acquiring state licensing once hired.
Proven success in sales experience.
Excellent verbal and written communication skills and the ability to deliver effective presentations to groups.
A foundational understanding of Microsoft Office and comfort with modern technology.
Responsibilities
Contact prospects, schedule appointments, and make sales presentations.
Develop prospecting programs and conduct follow-up for maximum results.
Maintain a prospect list of target business clients.
Balance production to achieve the desired mix of business.
Coordinate production efforts with marketing and service team members.
Conduct periodic meetings with Account Managers to provide updates and ensure policies and procedures are understood.
Keep abreast of trends and techniques to maintain the agency's competitive status within the industry.
Desired Qualifications
A Bachelor's degree.
Business-to-business prospecting experience.
Who We Are As one of the largest independent agencies in Texas, we’re proud to be known for our exceptional, values-based culture and are consistently recognized as one of the best places to work. We believe this serves as a reflection of our excellent client service, our philanthropic efforts, focus on employee well-being, sound financial management, and a bright prospect for the future.
Role Summary The Commercial Lines Insurance Advisor is responsible for generating new business and expanding our commercial insurance client base. You will identify and pursue sales opportunities, develop customized insurance solutions, and present them to potential clients. You will also maintain strong relationships with existing clients to ensure satisfaction and identify opportunities for additional coverage. The ideal candidate will have a proven track record in sales, excellent communication and negotiation skills, and a deep understanding of commercial insurance products.
What You Will Do
Contact prospects, schedule appointments, and make sales presentations
Develop prospecting programs and follow-up for maximum results
Maintain prospect list of clients for target business
Balance production to achieve desired mix of business
Coordinate production efforts with marketing and service team members
Conduct periodic meetings with Account Managers to provide updates and ensure policies and procedures are understood
Keep abreast of trends and techniques to maintain a competitive status for the agency within the industry