Commercial Insurance Agent

Job Summary

The Commercial Insurance Agent is responsible for selling and servicing insurance policies to individuals and businesses. This role involves assessing client needs, providing insurance advice, recommending appropriate products, and ensuring that clients are properly protected against risks while insurance carriers can transparently underwrite risks. The agent must demonstrate strong sales skills to continuously meet goals month over month. Cultural fit is critical with a joint focus of maximizing profit and purpose: business missionaries.

Sales and Business Development:

• Actively pursue new clients through referrals, cold calling, networking, and lead generation efforts.
• Conduct insurance needs assessments to understand clients’ coverage requirements.
• Present and explain policy options to clients, highlighting coverage details, benefits, exclusions, and premiums.
• Provide quotes for various types of insurance products, with a focus on trucking and other mission critical commercial policies.
• Close sales by addressing client concerns, negotiating coverage terms, and finalizing agreements in a way that is good for the carrier and client.

Client Relationship Management:

• Develop and maintain long-term relationships with clients, using scalable and touchless strategies like email campaigns.
• Perform periodic reviews of existing policies to ensure that clients’ coverage is up-to-date and meets their evolving needs, with an eye to upsell and cross sell value-add products.
• Proactively communicate with clients about policy renewals, premium adjustments, and potential changes in coverage.
• Provide exceptional customer service by promptly addressing client questions, concerns, or claims issues.

Team

Collaboration:

• Work closely with the sales team and other departments to ensure smooth policy processing and exceptional client experiences.
• Share insights and best practices with colleagues to help improve agency performance.

Education:

• Bachelor’s degree a plus, but not required.

Licensing:

• An active Texas Property & Casualty (P&C) license is not required, but is a bonus.
• Insure Pro will pay for and support all training and licensing for new hires.

Experience:

• Proven background in sales is required. This can include insurance sales, door-to-door sales, outside sales, or other high-velocity sales environments.
• Insurance experience is preferred but not mandatory.l
• Ideal candidates with insurance experience will have worked for a brokerage in commercial or personal lines.
• Experience managing commercial insurance products (property, liability, workers’ compensation, specialty lines) is a strong plus.

Skills:

• Strong interpersonal and communication skills with the ability to build trust quickly.
• Persuasive, competitive, and sales-driven with strong negotiation ability.
• Organized and detail-oriented, capable of managing multiple clients and tasks simultaneously.
• Comfortable with technology; proficient in CRM tools, Microsoft Office (especially Excel), and ideally insurance systems such as Epic.

Desired Traits:

• Ambitious, hungry, self-motivated individuals who excel in target-driven environments.
• Adaptable and eager to learn, especially within a fast-changing insurance and tech-enabled landscape.
• Customer-focused mindset with a commitment to providing tailored solutions.
• Collaborative team player with a strong work ethic.
• Ability to identify and maximize revenue-generating opportunities with clients.
• Bilingual preferred, not required.
• Tech-oriented, always seeking more efficient, automated ways to execute sales and service tasks.

Catalyze Human Flourishing. Seeking to empower customers through our products and services & to elevate/further humanity in all our business dealings.

• Customer Fanatic. We fanatically focus on customers, seeking to ever-deliver more value, and inventing/innovating on their behalf.
• Product/Service Passion. Our business thrives or dies by products/services.
• Ludicrous speed. Our default pace is extremely fast. Time is precious, life is short; and moving fast is more fun and effective.
• FAWOMO. We will find a way, or make…