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Licensed P&C Insurance Agent

SafeGuard Insurance Agency
Allen, TX Full Time
POSTED ON 10/10/2024 CLOSED ON 11/8/2024

What are the responsibilities and job description for the Licensed P&C Insurance Agent position at SafeGuard Insurance Agency?

Benefits:

  • Commission based on sales
  • Paid time off
  • Training & development


Job Summary

We are seeking a licensed property and casualty Insurance Agent to join our team. The ideal candidate will use the in-house suite of tools to sell insurance policies to new and existing clients while providing exceptional customer service in English and Spanish.

Duties

  • Sell various types of insurance policies such as home, auto, mobile home, motorcycle, RV, and other specialty lines
  • Cross-sell and mine the existing database of clients
  • Address client inquiries and concerns promptly and professionally in-person, over the phone, and via texts and emails
  • Seek insurance solutions for clients based on their specific needs
  • Document all interactions with clients and about clients in agency management system
  • Process claims and serve as a liaison between the carrier and the insured
  • Adhere to agency's compliance requirements and best practices for E&O risk management


Requirements

  • Must have a current TDI property and casualty insurance license
  • Must have sales personality (i.e., assertive, self-motivated, good communicator)
  • Must be bilingual
  • Must have strong customer service skills with the ability to build rapport with clients
  • Must carry themselves with integrity and professionalism in an office environment
  • Must maintain confidentiality of customer information and business data
  • Must excel at learning new computer software and technology tools


Join our team as an Insurance Agent and embark on a rewarding career in the insurance industry.
Insurance Sales Agent - Bilingual
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