Licensed Sales Agent
Why work here? “Awesome family-owned business and work environment! TWFG/Rick Rogers proudly supports its team members by giving them an opportunity to determine their own success”
Licensed Sales Agent - JOB DESCRIPTION: • New business sales (personal lines) and management of existing accounts • Quote, cross-market, and remarket for the purpose of retention according to agency SOP • Understand each carrier’s underwriting guidelines and adhere to them • Responsible for daily reporting, including cancelations, expirations, and pending action items (MS Excel, customized reports from company database) • Consult with prospects and clients about policy and coverage questions and policy changes • Work with current referral sources • Ability to work effectively within our client database management system (EVO) • Understand the organizations overall goals and procedures • Effectively communicate with the Owner and Director of Sales on pressing items daily Requirements: • Must have a valid Property and Casualty Insurance License • 2+ years in an independent agency setting and knowledge of independent markets (home, flood, auto, specialty lines) • Must be a free thinker, but understands agency’s (SOPs) • Must have an outgoing personality, work with a sense of urgency, enjoy friendly sales competition, and motivated to achieve financial incentives through selling, cross-selling, and client retention – No cold calling • Able to work 9 am - 5:00 pm • Must be proficient with MS Word and MS Excel and able to effectively communicate using MS Outlook • The candidate will have direct access to the top insurance carriers in our market as well as to our existing referrals. • EXPERIENCE AND ACTIVE P&C LICENSE A MUST – NO NEED TO APPLY WITHOUT THESE CREDENTIALS
Compensation: Salary Range - $50k-$75k High new and renewal commissions Incentive Pay Offers high quality health insurance, 401k, Life, Dental and Vision
Benefits: Flex Fridays Free Parking Casual dress – (jeans ok – no rips or tears) Opportunity for advancement Application confidential The person we’re looking for will have an outgoing and friendly personality, ability to multi-task, adapt to change easily, work in a fast-paced environment, self-motivated, driven, ability to work individually and with a team and have a positive attitude.