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R
Commercial Insurance Agent, InsurePro
Rex
WorldwideRemote6mo ago
- Employment
- Full-time
About the role
- 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. Do so in a way that is good for the carrier and client.
- 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.
- 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.
- Bachelor’s degree a plus, but not required.
- An active Texas Property & Casualty (P&C) license is not required, but is a bonus.
- InsurePro will pay for and support all training and licensing for new hires.
- 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.
- 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.
- 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.
- 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.
- 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 one.
- Loves going to war: prefers wartime to peacetime, always hungry to move forward, do more, and push growth.
- Cojones: overcomes fear, uncertainty, pushing self and team.
- Fun. We should only do work, over the long run, that’s fun; and work with fun people. Jokes and humor welcomed; PC stuff and uptight behavior prohibited.
- Never-lose-money approach: protects the downside, using careful analysis before deploying significant resources, and ensuring cash is plentiful; never risking what others have and need for what they don’t have and don’t need.
- Other-centered: idealist, desperate more than anything to leave an impact with their life by helping other people, seeing money as a means to serve.
- Creative cost cutting constantly. There's always a smarter way, always room to cut, always ways to do more with less – a cost advantage is a competitive edge.
- Fewer, more capable. Bias to as lean of a team as possible, with the highest competency – reducing communication and coordination, creating more effectiveness.
- Other attributes valued: pointblank forthrightness in conversation with teammates, brutally facing problems; velvet glove with iron fist in human dealings; shrewd as a serpent innocent as a dove; hardcore work hustle; invictus mentality; swagger with humility; quiet professionalism; thrifty and not materialistic; loves who they work with, loves what they do, and loves who we serve.
- Salary: Base salary plus aggressive commission opportunities
- Health, dental, and vision insurance
- 401(k) plan with company match
- Bonus and incentive programs based on sales performance
- Full-time
- Monday to Friday 8am-5pm
- Occasional weekends or evening work may be required
Perks & benefits
- 401k
- Vision Insurance
- Pension Matching
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