Personal Lines Insurance Sales Representative

Job Description
We are eager to take our business to the next level by hiring an experienced insurance agent with a proven track record of maintaining and growing customer portfolios. You’ll hone your sales skills by forging strong relationships that serve as the foundation for our firm’s prestige, and we’ll give you the support you need to reach your earning potential.

Embracing a personal approach to insurance sales gives candidates a leg up in this role, which includes developing strategies for promoting all types of new insurance contracts; and collecting key client information for risk profiles used to identify insurance plans for each unique individual.

Health Insurance
Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances
Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyalty
Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction
Work with policyholders to develop and deliver risk management strategies that fit their individual profiles
Ensure bookkeeping systems, sales databases, and customer records are maintained to report progress toward monthly initiatives to stakeholders
Candidates should have basic computer skills and be able to use Microsoft Office programs
Experience with accounting and or sales lead software is a plus
High school diploma required; bachelor’s degree preferred
Proven understanding of the insurance industry including insurance products, risk management and any state and federal regulations
Strong interpersonal skills, communication skills, customer service skills, and analytical skills are required
InCite Performance Group is a high-performing consulting firm.

We are identifying high-performing producers for our network of insurance agencies throughout Houston, TX.