Small Account Sales Representative

We Insure, LLC.•Austin, TX

1d•Hybrid

About The Position

At We Insure Group, we are passionate, driven, and purposeful in our mission to personalize protection at the right value. We believe in delivering tailored insurance solutions that meet each client’s unique needs, ensuring they feel confident and supported in every decision. As both a franchise platform and direct insurance provider, We Insure empowers like-minded entrepreneurs with the opportunity to own and operate successful agencies. With over 200 locations across 35 states, we support our agency owners, customers, and carrier partners by enabling faster service, greater efficiency, better choices, and improved results. What sets us apart? We’re data-driven for better value and people led for better service. Our purpose is rooted in clarity, guidance, and long-term trust helping individuals and business owners make informed choices about their insurance coverage. We're building something meaningful and looking for purpose-driven individuals to help lead the way. Your Impact. This role is part of a 24 month training and development program designed to prepare participants to become licensed insurance sales professionals. The role follows a 50/50 model, balancing new business development with account management, primarily through agency-referred accounts. Participants will review, quote, process, sell, and service small account business.

Requirements

College degree or equivalent business experience preferred but not required.
Active P&C producer license or commitment to obtain a P&C license within 60 days of hire.
Willingness to pursue continuing education and insurance designations or licenses as outlined in the training and development plan, including self-study.
Strong communication and organizational skills, with the ability to network, build relationships, and work independently in a fast-paced environment.
Ability to remain flexible under pressure and manage a heavy workload with critical deadlines.
Open to coaching, feedback, and continuous improvement.

Responsibilities

Review, quote, process, sell, and service small account business at the agency, primarily through USLI.
Establish themselves as the small accounts expert in the office through strong product knowledge, accurate quoting, and superior customer service.
Complete applications and qualify risks to quote new business.
Quote risks that fit USLI appetite primarily through USLI phone and web systems, and submit to underwriters when necessary.
A benchmark of at least two submissions per day or ten submissions per week into USLI.
Create a lead list and make outbound sales calls in an effort to drum up new business.
Have a consistent closing ratio of 25% or better.
Communicate the coverages and selling points effectively in an effort to sell the quote as well as educate the value added services of the USLI Business Resource Center.
Recognize and understand cross selling opportunities and be able to refer to other teammates if necessary.
Respond to customer emails and phone calls in compliance with agency service standards.
Contribute to marketing efforts including weekly LinkedIn posts, monthly email blasts and quarterly webinars.
Perform support functions such as bind orders, payments, endorsements, remarketing and claims handling as necessary according to agency structure.

Benefits

Medical, Dental, Vision, Life, Pet
Flexible Spending Account
Competitive Salaries
401K Match
Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave
Short and Long-Term Disability
Employee Support Programs, Including Mental Health
Tuition Reimbursement
Matching Charitable Gift Program
Lucrative Referral Program