Insurance Consultant, Licensed P&C Agent

Insurance Consultant, Licensed P&C Agent

At Orion
180, we don’t just stand out for what we do; we shine because of how we do it. Our mission is to deliver an exceptional insurance experience through innovative technology, unparalleled customer service, and a comprehensive suite of products. Our vision is to be the premier global provider of insurance solutions and redefine the insurance industry.

Orion
180 is proud to call two vibrant cities home. Our headquarters on Florida’s stunning Space Coast in Melbourne offers an exceptional quality of life, with affordable housing, excellent transportation, and close proximity to major cities like Orlando, Tampa, and Miami. Our Irving, Texas, location places us in a dynamic center of culture, business, and entertainment, keeping us deeply connected to innovation and growth.

ABOUT THE ROLE:

Orion
180 is launching a high-performance internal insurance agency dedicated to providing a 5-star client experience through personal, service-focused insurance solutions. Our mission is to match each homeowner with the right coverage while making the quoting and binding process seamless, informative, and stress-free. We’re looking for Licensed Insurance Agents who demonstrate integrity, sales excellence, and customer care in every interaction.

This position presents a rare opportunity to become part of a dynamic team within a well-established and expanding insurance organization. You will have access to qualified warm leads (no cold calling!) , advanced tools, and supportive leadership committed to fostering your professional growth and success.
With a competitive base salary plus commissions, agents can expect typical annual earnings between $50,000–$130,000+, with top performers having the potential to earn well over $100,000.

WHAT YOU’LL DO:

• Consult, Qualify & Close: Engage warm inbound and outbound leads (absolutely no cold calling ), uncover coverage needs through strategic discovery, and guide clients to the right coverage using our proprietary MY180 platform.
• Own the Full Sales Cycle: Serve as a trusted advisor from initial contact to policy issuance, leading clients comprehensively through the quoting and binding process while ensuring they are fully informed about coverage options, policy terms, exclusions, and subsequent steps.
• Document Thoroughly: Capture every call, outcome, quote, and client detail using structured workflows, call scripts, and compliance protocols.
• Leverage Tools: Operate efficiently with Hub Spot CRM, Ring Central phone system, and MY180 quoting software to manage your book and meet service-level expectations.
• Stay Compliant: Follow established workflows, documentation, licensing requirements, surplus lines documentation rules, and regulatory standards.
• Track & Improve: Use Hub Spot CRM to manage your pipeline, provided scripts, automation tools, and performance goals.
• Meet & Exceed Goals: Consistently hit KPIs in areas like policy volume, premium, conversion rates, retention, and documentation accuracy.
• Cross-Sell Strategically: Recommend additional coverages in alignment with underwriting guidelines and customer needs.
• Partner Cross-Functionally: Collaborate with Sales leadership, Underwriting, Marketing, and Analytics to improve customer outcomes and optimize internal workflows.
• Contribute to a Winning Culture: Share best practices, support teammates, and help build a high-performing sales organization from the ground up.

WHAT WE’RE LOOKING FOR:

• Required Licenses:
• Must hold an active Florida 2-20 License or Texas General Lines P&C License before the start date.
• Must be in excellent standing with the state DOI.
• Willingness and ability to obtain a Surplus Lines License within 60 days of hire.

Experience:

• Preferred candidates should have at least 2 years of experience in consultative personal lines P&C insurance sales, ideally within a call center or direct-to-consumer (DTC) environment.
• You have demonstrated success in achieving quota-based performance.
• Experience using a CRM like Hub Spot, familiarity with quoting systems, and multi-line product offerings.
• Understanding of homeowners insurance coverages, deductibles, limitations, and exclusions.

Skills:

• Stron…