Sales Agent (Insurance)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Sales Agent (Insurance): Selling homeowners, auto, and flood insurance products to prospective and existing clients with an accent on consultative sales and lead conversion. Focus on managing the end-to-end sales cycle, using proprietary quoting tools, and maintaining high-volume outreach.
Location: Must be based in or be able to relocate to Dallas, TX or Austin, TX
Company
is a tech-native diversified carrier platform that leverages data and technology to make homeownership effortless and protect what matters most.
What you will do
- Use a consultative sales approach to recommend tailored solutions across property, casualty, and personal lines of insurance.
- Convert leads through proactive high-volume outreach and inbound call handling.
- Manage the full sales cycle: quoting via proprietary tools, gathering underwriting details, and policy binding.
- Identify cross-sell and up-sell opportunities to optimize coverage for customers.
- Maintain detailed interaction records and follow-up documentation in Salesforce.
- Support account servicing by assisting with policy amendments and document collection.
Requirements
- 3+ years of experience in Property & Casualty insurance, sales, or a closely related field.
- Current and active P&C license required (multi-state licensing is a plus).
- Ability to thrive in a metric-driven and goal-oriented environment.
- Intermediate proficiency with Microsoft Office (Outlook, Word, Excel, Teams).
- Must be based in or be able to relocate to Dallas or Austin, TX.
Culture & Benefits
- Relocation assistance available for qualified candidates.
- Comprehensive medical plans, plus 100% employer-covered dental and vision.
- 401(k) retirement plan and employer-paid life insurance.
- Flexible Time Off and 12 weeks of parental leave for primary and secondary caregivers.
- Onsite perks including catered lunches, snacks, and drinks.
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