Insurance Sales Rep, Property Casualty Licensed
Overview
You will own client relationships and policy sales at Jason Lee Insurance Agency in Rosharon, Texas. You'll greet clients, assess their coverage needs, explain Property Casualty options, and close deals that protect their assets. You'll work alongside a small team focused on community trust and retention. This role offers hands-on training, mentorship, and clear paths to pay raises and bonuses.
What You'll Do6
- 1Engage inbound leads and existing clients to identify coverage gaps and recommend Property Casualty policies.
- 2Explain policy terms and exclusions, answering questions in plain language to secure informed decisions.
- 3Build tailored proposals using CRM tools and quote software, presenting options that match each client's budget and risk profile.
- 4Process new business applications accurately, entering data into CRM and follow-up schedules.
- 5Cultivate long-term relationships through proactive check-ins and policy reviews, boosting retention and referrals.
- 6Stay current on Texas insurance regulations and carrier product updates, applying new knowledge to client conversations.
Requirements6
- 1Active Texas Property Casualty insurance license.
- 22+ years sales experience, preferred in insurance or financial services.
- 3Strong communication and interpersonal skills to build trust with diverse clients.
- 4Proficiency with CRM systems and basic computer applications.
- 5Ability to manage a pipeline of leads and follow through on commitments.
- 6Genuine desire to help people, demonstrated by customer-focused work history.
Salary Insight
$42 - $55k per year
Location
Required Skills
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