TX Property Casualty Licensed Insurance Agent

Winchester & Associates Insurance Services Inc.•Burleson, TX

3d•Hybrid

About The Position

Winchester and Associates Insurance Services is seeking a driven, energetic in-house Personal Lines Producer based in the South Fort Worth area. The role focuses on building and maintaining relationships with personal lines clients, helping them protect their assets, and growing the agency’s business by developing new client relationships and expanding its existing book of business. Leads are provided through the agency’s local community connections. Flexible work-from-home options are available.

Requirements

Hold a Texas insurance license required by the state.
Have at least two to three years of personal lines insurance account management experience.
Demonstrate knowledge of multiple insurance carriers, rating and underwriting procedures, coverage, and industry operations.
Have a proven track record of business-to-business sales success.
Possess strong knowledge of carrier underwriting guidelines.
Be people-oriented, customer-focused, and professionally assertive in developing and servicing client relationships.
Have strong organizational skills and the ability to complete difficult assignments without supervision.
Demonstrate sound business judgment, strong decision-making, and excellent written and verbal communication skills.
Have excellent time-management skills and thrive in a team environment.
Be proficient with technology, computers, and agency management systems.

Responsibilities

Identify, qualify, and develop personal insurance opportunities with new and existing clients in person, online, by phone, and through written communication.
Build and maintain relationships with clients and prospects through follow-up, timely and accurate quotations, and account support; anticipate and address existing client needs.
Prospect cross-sale accounts and network to develop new clients.
Find appropriate coverage and rates, process quotes, bind coverage, and follow up on inspections, photos, and other documentation as needed.
Present policies to insureds and explain coverage and rates.
Support clients through renewals and retention efforts.
Monitor, review, and report on key metrics to help achieve sales targets, and document sales activities accurately, professionally, and on time.
Collaborate with team members, mentor staff, answer questions, provide expertise, and participate in meetings as needed.
Maintain an active property and casualty insurance license and participate in ongoing education.
Keep current on industry information, products, legislation, coverage, and technology to improve knowledge and performance.