Personal Lines Sales Agent

Leavitt Group•Houston, TX
•$45,000 - $50,000•Onsite

About The Position

Leavitt Group Texas Select is seeking a Personal Lines Sales Agent for their Houston office. This role provides support to customers and internal sales staff for all Personal Lines Insurance business. Responsibilities include developing new accounts, quoting new business coverage, maintaining existing accounts, cross-selling, and forwarding submissions to carriers. The company is a national insurance agency brokerage with a strong market presence.

Requirements

  • Property and Casualty License
  • Strong sales skills required
  • 2-3 years Agency experience
  • Excellent communication skills; verbally and written.
  • Detail oriented and able to maintain compliance standards.
  • Must be dependable, provide timely response, and complete of work activities.

Nice To Haves

  • Knowledge of the AMS 360 is a plus
  • Bilingual is a plus

Responsibilities

  • Accurately maintain all customer information in the computer system (AMS360).
  • Know the various company products, underwriting requirements, binding authority, policy forms, rating software programs (upload & download), and competitiveness in the marketplace.
  • Speaking with customers and company personnel on the phone or in person during office visits and responding to all written correspondence.
  • Develop existing accounts by attempting to provide additional coverage on existing policies or adding additional lines of business (cross-sell).
  • Assist with answering phones and other general office duties as may be required.

Benefits

  • Health Insurance
  • Dental and Vision Insurance
  • 401(k) with matching employer contributions.
  • HSA and FSA
  • Paid sick and vacation leave
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