Licensed Insurance Sales Producer and/or Customer Service Representative
Bayless InsuranceBoerne, Texas
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Overview
Schedule
Full-time
Career level
Senior-level
Remote
Remote
Benefits
Flexible/Unlimited PTO
Career Development
Job Description
Qualifications:Insurance Sales and Service, current Texas P&C license, pleasant disposition, good communication skills both verbal and written. Strong computer skills. Ability to handle customer problems. Workable knowledge of insurance, and prior insurance experience.Job Type:Commission+ Bonus. Negotiable. Remote/Hybrid work is available for the right candidate.Primary Responsibilities and Duties: Identify and develop insurance prospects and appropriate markets. Respond to referrals quickly and effectively. Pre-qualify prospects for insurability and quality of risk. Enter client or prospect details in agency management system. Design insurance plans and recommend coverage to clients. Survey loss exposures, needs, and possible uninsurable or difficult-to-insure exposures for clients. Create insurance proposals; make sales presentations to prospective and existing clients on new and renewal business. Complete and submit applications and related documentation to appropriate insurance markets. Develop, follow, and complete sales objectives. Educate clients concerning agency payment expectations and cancellation procedures. Collect down payments from insureds for purchases of new and upgraded coverage and obtain signatures on all applications. Acknowledge non-standard coverage limitations and binding restrictions to document file and lower errors and omissions exposures. Ask for referrals from insureds to help generate new business. Explain coverage and exclusions and documents explanations in agency management system.Personal and Organizational Development: Develop a book of business that is profitable for both the agency and carriers. Work with clients to ensure limit and coverage adequacy. Provide needed information and clarifications about clients to company personnel, and documents system by transaction date. Create letters to clients offering coverage, share information and advice regarding insurance matters. Uses these to round out accounts fully. Review existing Policy coverage at least annually. Review appropriate policy change requests and other account activity. Document automated file as appropriate. Use each client contact as an opportunity for coverage review and marketing of needs covered. Recommend and help insureds carry out loss control programs, independently and with company loss control staff. Continue to develop relationships with insureds. Accept and handle any duties/prospects as assigned by agency management.Personal Development: Develop a Personal improvement plan and take responsibility for learning and improving technical and sales skills regularly. Read and interpret technical manuals and insurance information from carriers, vendors, publishers, etc.Knowledge, Education, and Skills: Ability to communicate verbally and in writing with others, to explain complex issues, to receive and interpret complex information, and to respond appropriately. Ability to understand written and oral communication and to interpret abstract information. Full knowledge of insurance products and usages. Adequate knowledge of rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned client and prospect lists. Full knowledge of insurance markets and reference to markets. Knowledge of insurance rating and underwriting procedures. Ability to generate new business sales, retain existing business, and close sales in insurance. Ability to add, subtract, multiply, and divide whole numbers, and to perform simple calculations involving decimals and fractions with accuracy.• Ability to utilize computer programs and understand functionality.• Ability to drive a vehicle, visit clients, and make related calls to others.• Ability to receive detailed information through oral communication
Flexible work from home options available.
If you’re looking for a career that offers flexibility, job stability, strong compensation, and more, then you’ve come to the right place! Working with an IIAT member agency is a great career choice!
IIAT members are Trusted Choice® independent insurance agencies. Independent insurance agents don’t work for an insurance company; they partner with multiple insurance companies. As such, they offer more options to their customers—more personalized policies, more affordable policies, and more. Independent agents focus on the satisfaction of their customers and community.
IIAT serves nearly 1,500 independent agencies and tens of thousands of employees in Texas. The demand for insurance professionals is growing – is this the right career for you?
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FAQs About Licensed Insurance Sales Producer and/or Customer Service Representative Jobs at Bayless Insurance
What is the work location for this position at Bayless Insurance?
This job at Bayless Insurance is located in Boerne, Texas, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Bayless Insurance?
Employer has not shared pay details for this role.
What employment applies to this position at Bayless Insurance?
Bayless Insurance lists this role as a Full-time position.
What experience level is required for this role at Bayless Insurance?
Bayless Insurance is looking for a candidate with "Senior-level" experience level.
Does Bayless Insurance allow remote work for this role?
Yes, this position at Bayless Insurance supports remote work, giving candidates the flexibility to work outside the primary office location.
What benefits are offered by Bayless Insurance for this role?
Bayless Insurance offers following benefits: Flexible/Unlimited PTO and Career Development for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at Bayless Insurance?
You can apply for this role at Bayless Insurance either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.