Personal Lines Sales Agent

Leavitt Group
Houston, TX
On-siteCareer-pivot friendly

Who this role is best for

Best suited to candidates with 2-3 years of agency experience working in the insurance domain, specifically in property and casualty sales, and who are detail-oriented and capable of cross-selling.

Best fit for

  • Candidates with 2-3 years of agency experience in property and casualty insurance
    — “2-3 years Agency experience”
  • Professionals skilled in cross-selling and maintaining customer relationships
    — “Develop existing accounts by attempting to provide additional coverage on existing policies or adding additional lines of business (cross-sell)”
  • Individuals who can thrive in a customer-facing role with strong communication skills
    — “Speaking with customers and company personnel on the phone or in person during office visits and responding to all written correspondence.”

Things to consider

  • The role demands in-office presence for customer visits and general office duties
    — “Assist with answering phones and other general office duties as may be required.”
  • The position requires maintaining compliance standards and attention to detail
    — “Detail oriented and able to maintain compliance standards.”

How to stand out

  • Highlight cross-selling success and experience with AMS360 in your resume and interview responses
    — “Know the various company products, underwriting requirements, binding authority, policy forms, rating software programs (upload & download), and competitiveness in the marketplace.”
  • Emphasize your experience with customer communication, both verbal and written
    — “Excellent communication skills; verbally and written.”
  • Demonstrate your ability to manage customer information accurately and efficiently
    — “Accurately maintain all customer information in the computer system (AMS360).”
Pace · Fast PacedCollaboration · MediumAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • develop new accounts
  • maintain existing accounts
  • cross-sell existing accounts
Typical background
2-3 years of agency experience

Skills & requirements

Required

Sales SkillsKnowledge Of Ams360Property And Casualty License

Preferred

Bilingual

Stack & domain

Property And Casualty LicenseAms360Sales SkillsCommunication SkillsInsurance

About the role

Original posting from Leavitt Group via Ashby

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

Qualified candidates are encouraged to apply.

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.

#LI-AH1

Source: Leavitt Group careers (Ashby)

Similar roles