Property and Casualty Representative

This agency is seeking an experienced and relationship-focused Property & Casualty Insurance Producer to serve as an embedded producer within a San Antonio area organization. This role combines consultative insurance sales with strategic partnership development to provide the organization's members with access to comprehensive personal and small business insurance solutions.

The embedded producer serves as the dedicated Property & Casualty resource for the organization's members, agents, and lodge leadership while remaining an employee of the agency. Success in this role requires building trusted relationships, educating referral partners, identifying coverage gaps, and delivering exceptional insurance solutions that protect members and their businesses.

This is a highly visible position requiring initiative, professionalism, and the ability to cultivate long-term relationships rather than simply respond to inbound opportunities.

• Generate new Personal Lines and Small Commercial insurance business through referrals, networking, and partnership initiatives
• Conduct comprehensive insurance reviews to identify coverage gaps
• Develop customized insurance solutions that meet clients’ financial and risk management objectives
• Quote, present, negotiate, and close new business opportunities
• Cross-sell multiple insurance products to maximize client protection and retention
• Conduct both inbound and outbound sales calls
• Proven ability to close sales and call upon leads
• Develop leads, identify customer needs and market appropriate products and services

• Serve as the dedicated Property & Casualty representative for the organization's members
• Build strong working relationships with the organization's agents and staff
• Educate referral partners on available insurance products and referral processes
• Foster trust through exceptional responsiveness and consultative service
• Collaborate with leadership strategies to increase member engagement and insurance awareness

• Develop and maintain referral relationships with:
• Organization's agents
• Lodge leadership
• Community organizations
• Centers of influence
• Business owners
• Participate in member events, educational seminars, and community outreach activities
• Assist with insurance education presentations for members and prospects
• Support marketing initiatives designed to increase awareness of available insurance solutions

• Provide exceptional service throughout the sales process and beyond
• Respond promptly to client inquiries and coverage questions
• Coordinate with agency service teams to ensure seamless onboarding and policy servicing
• Maintain accurate documentation within the agency management system and CRM
• Follow all underwriting, compliance, and carrier guidelines

• Track sales activity and referral sources
• Maintain accurate production reports and pipeline management
• Meet or exceed performance metrics established by agency leadership
• Participate in sales meetings, training, and strategic planning initiatives
• Maintain all required licenses and continuing education requirements
• Field underwriting and rating for new accounts
• Prepare insurance quotes, make sales presentations and close new business
• Responsible for meeting deadlines
• Comply with insurance standards and regulations
  
  Follow up on prospects
• Documents and maintain records in agency management system
• Maintain a strong work ethic
• Follows PnPs such as for new business and renewals

• Minimum of 3 years’ experience in insurance sales
• At least 2 years experience with small business commercial insurance sales
• At least 2 years experience with personal lines insurance sales
• High…