Licensed Property & Casualty Agent

Licensed Property and Casualty Agent

Location: Irving, TX

Duration: Direct Hire

Compensation: $40K + uncapped commission

Work Arrangement: Hybrid – Work from home on Mondays and Fridays; on-site Tuesdays through Thursdays

We are looking for a licensed Personal Lines Insurance Agent to join our client's exciting and quickly expanding team. As a Sales Agent, you will help prospective and existing clients secure insurance coverage for their homeowners, auto, flood, and a variety of other products as a trusted advisor. You will be appointed to sell on behalf of our client and several other partner carriers across a majority of states in the U.S.

***Uncapped Commission****

***No Lead Generation is Required***

About You: 
Team player who enjoys helping and consulting others
Self-starter who is driven to exceed expectations
Strong cross-functional communicator
Enthusiastic about working for a mission-driven brand
Believe in true partnership and collaboration throughout an organization
Ability to work across multiple systems and carriers
Ability to thrive in a metric driven environment

Responsibilities:

As a Sales Agent, you will provide exceptional service and expert consultation to customers and prospects across inbound and outbound channels. You will play a vital role in helping customers understand, manage, and enhance their insurance coverage by:
Using a consultative sales approach to understand customer insurance objectives and recommend tailored solutions across property, casualty, and personal lines of insurance
Converting leads through proactive high-volume outreach and inbound call handling
Managing the end-to-end sales cycle: quoting insurance products using our proprietary tools, gathering underwriting details, and guiding customers through purchase and policy binding
Clearly explaining coverage options, terms, and processes in a customer-friendly manner.
Proactively identifying cross-sell and up-sell opportunities and assisting customers in transitioning between us and third-party carriers as needed
Communicating with customers to answer policy questions, recommend updates, and ensure optimal coverage across ours and third-party products
Maintaining up-to-date knowledge of all available insurance products, systems, and carrier platforms to ensure a high standard of sales and service
Keeping detailed records of interactions in Salesforce and ensuring all follow-up and documentation is accurate and timely
Supporting account servicing by assisting with trailing document collection, policy amendments, and responding to basic service inquiries

What You Bring:

Sales & Service Expertise
Proven experience in selling and servicing insurance products with the ability to close sales and meet/exceed monthly targets
Strong active listening skills and the ability to interpret both stated and unstated customer needs
Consultative selling ability with problem-solving and critical thinking skills to tailor coverage recommendations effectively
Customer Communication & Relationship Building
High emotional intelligence with an empathetic and adaptable communication style
Clear, concise oral and written communication skills to explain complex insurance terms in customer-friendly language
Track record of delivering exceptional client support across multiple communication channels.
Operational Efficiency & Tech Savvy
Experience navigating multiple systems, quoting platforms, and learning management resources to support sales and customer service
Detail-oriented with the ability to maintain accurate customer records and follow internal processes in a fast-paced environment
Comfortable switching between tools like Salesforce, Microsoft Office Suite, and proprietary quoting systems

Requirements:
Active Property & Casualty License (Texas required); multi-state licenses highly preferred.

• 3+ years of experience in Property & Casualty insurance, customer service, sales, or a closely related field
• Demonstrated ability to work independently and collaboratively in a high-growth, dynamic, and goal-driven environment
• Intermediate proficiency with Microsoft Office (Outlook, Word, Excel, Teams) and the ability to quickly learn new software platforms
• Reliable transportation is required for in-office work (Tues–Thurs).

Benefits:

• Multiple medical plans to choose from and 100% employer covered dental & vision plans for our team members and their families. We also offer a 401(k)-retirement plan, short & long-term disability, employer-paid life insurance, Flexible Spending Accounts (FSA) for health and dependent care, and an Employee Assistance Program (EAP)
• Equity - This position is eligible for equity compensation
• Training and Career Growth - Training and internal career growth opportunities
• Flexible Time Off - You know when and how you should recharge
• We offer 12 weeks of parental leave for primary and secondary caregivers