Insurance Producer

Jefferson Bank • San Antonio, TX

12h • Hybrid

About The Position

The Insurance Producer is responsible for building and maintaining a profitable book of business by developing strong client relationships and delivering tailored insurance solutions. This role supports Sanger & Altgelt’s long‑standing reputation for integrity and high‑touch service through effective prospecting, risk evaluation, and ongoing client stewardship.

Requirements

• 2+ years of experience as an insurance producer, with a book of business $500k or greater
• Demonstrated ability to build relationships and meet production expectations.
• Active Texas insurance license required (Property & Casualty required; Life & Health a plus).
• Strong communication, negotiation, and consultative selling skills.
• Ability to build trust with clients and represent the Sanger & Altgelt brand professionally.
• Proficiency with CRM platforms, carrier portals, and digital communication tools.
• High ethical standards and commitment to exceptional client service.
• Ability to cultivate long‑term client partnerships.
• Drives new opportunities through networking and market engagement.
• Identifies client risks and recommends appropriate solutions.
• Manages multiple accounts, deadlines, and follow‑ups effectively.
• Makes decisions aligned with agency values and compliance standards.
• Ability to sit, stand, and work at a computer for extended periods.
• Occasional travel for client meetings, networking events, and community involvement.
• Agency management system (EPIC Management System preferred).
• Carrier quoting platforms and underwriting portals.
• Standard office equipment (computer, phone, headset).
• Digital communication tools (email, video conferencing).
• Must maintain a valid driver’s license and acceptable driving record.

Nice To Haves

• Prior experience in commercial or personal lines insurance.
• Familiarity with Texas markets and regional business communities.
• Existing book of business or established referral network.
• Bilingual abilities (Spanish preferred).

Responsibilities

• Build and grow a book of business through relationship‑driven prospecting, networking, and community engagement aligned with Sanger & Altgelt’s reputation for long‑standing client partnerships.
• Conduct thorough assessments of client exposures to recommend tailored insurance and risk‑management solutions.
• Present, quote, and bind policies across personal and commercial lines in accordance with agency and carrier standards.
• Maintain ongoing communication, oversee renewals, and ensure high‑touch service consistent with the agency’s client‑first culture.
• Uphold all state licensing requirements, carrier guidelines, and Sanger & Altgelt’s ethical standards.
• Maintain accurate records within agency systems, including CRM updates, activity logs, and client files.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed