New Business Advisor

We're an independent insurance agency in TexasOur experienced team offers services for both residential and commercial properties.With over 25 years of experience in the industry.Contact UsWork Schedule: 8:30 a.m. – 5:30 p.m. Monday – Friday (2 client-facing events/month)Job Summary:The New Business Advisor plays a key role in generating new business revenue by prospecting new clients, analyzing carrier options, and providing custom solutions tailored to each client’s insurance needs.Supervisory Responsibilities:NoneKey Responsibilities:Identify clients’ needs and advise the best options for each client across a variety of carriers.Identify and capitalize on opportunities for upselling and cross-selling insurance products.Achieve monthly sales goals by actively prospecting for new business opportunities.Strengthen client relationships by providing exceptional, top-tier customer service with consistent follow-through.Attend two client-facing events per month.Required Skills & Qualifications2+ years of sales experience within the Property & Casualty Insurance industry.Self-starter mentality driven to achieve goals and deliver measurable results.Meticulous and able to carefully review insurance policies and contracts to ensure accuracy and compliance with established processes.Proactive mindset with exceptional analytical and problem-solving abilities.Strong commitment to customer satisfaction by adeptly addressing client concerns, providing clear answers to questions, and offering effective solutions.Ability to adapt and learn new web-based software programs.Proficiency in Microsoft Outlook, Excel, Word, and Adobe Reader/Acrobat.Active Property & Casualty licenseHigh school diploma or GEDPhysical DemandsRegularly operates a computer and other office productivity machinery, such as a headset, and printer.Regular use of computer systems and phone calls, requiring prolonged screen time and phone conversations.Specific vision abilities required by this job include close vision requirements due to computer work.Must be able to remain in a stationary position for prolonged periods of time.Occasionally attend client-facing events outdoors.If you can crash it, burn it down or get sued because of it, we can insure it. #J-18808-Ljbffr

Created: 2025-10-08