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Insurance Sales Agent, Financial Institutions - IN OFFICE, Arlington Area
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Full-time
bachelor degree
Health insurance, Dental insurance, Vision insurance, 401(k) plan, Paid time off, Paid holidays
Posted 15h ago
~40 hrs/week
Responsibilities
The role involves developing and maintaining client relationships to grow the book of business through consultative sales and cross-selling insurance products. Responsibilities include identifying client needs, processing quotes and applications, and managing outbound marketing campaigns to convert leads.
Requirements
Candidates must possess an active Property and Casualty Insurance License and have 1 to 2 years of experience in a personal lines sales role. A bachelor's degree in business or a related field is preferred, along with strong product knowledge in home, auto, life, and umbrella insurance.
Full job description
Application Requirement
To be considered for this role, please take a moment to complete the Culture Index Assessment by clicking the link below or copying it into your browser. This brief assessment takes no more than 5 minutes to complete and is a critical part of our hiring process.
The Culture Index helps us better understand your work style, strengths, and preferences, ensuring a strong alignment between your skills and the position's requirements. It also allows us to create a more inclusive and effective workplace by matching candidates to roles where they can thrive.
Please note: Applications without a complete Culture Index Assessment will not be reviewed or moved forward in the hiring process. We appreciate your attention to this important step and look forward to learning more about you!
About the Role
This position is responsible for developing and maintaining favorable relationships with new prospects and recent clients to increase their book of business. This position requires consultative sales techniques and strong product knowledge to include, but is not limited to, life, home, auto, flood, and umbrella. This position will identify client-specific needs, cross-sell opportunities, and customized insurance solutions. Must have Property and Casualty product knowledge with a proven ability to apply product and market knowledge effectively and present solutions that meet client needs.
Essential Duties and Responsibilities
Identify, qualify, and develop personal insurance opportunities with new and existing clients in person, online, by phone, and through written communication.
Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support.
Anticipate, respond to, and follow up on all existing client needs.
Actively prospect round accounts and solicit increases in existing client coverages and network for new clients, including win-backs.
Maintains proficiency in all personal lines of insurance, including home, auto, life, flood, and umbrella.
Works directly with prospects, which may include referrals from loan officers, builders, and realtors, to convert prospects into sales.
Conduct needs-based customer policy reviews and update coverage.
Educates clients on coverages and rates.
Prepares and processes inquiries, quotes, proposals, applications, endorsements, payments, and outbound email/phone marketing campaigns.
Researches and resolves complex customer service issues and recommends coverage.
Generates cross-sales, closes inbound leads, and requests referrals to increase client base.
Makes outbound lead follow-up calls to potential and existing clients by telephone and email to qualify leads and sell products and services.
Responsible for entering client and sales data into the databases.
Monitor, review, and report on key metrics to ensure sales targets are achieved and execute sales activity documentation promptly, accurately, and professionally.
Skills and Attributes
Consultative Sales Ability
Proven track record of using needs-based selling techniques to identify client-specific risks and recommend tailored insurance solutions.
Strong Product Knowledge
Expertise in Property & Casualty lines (auto, home, flood, umbrella) and Life Insurance, with the ability to explain coverage options clearly.
Client Relationship Management
Demonstrated success in building long-term client relationships through proactive follow-ups, policy reviews, and exceptional service.
Prospecting & Lead Conversion
Ability to generate new business through referrals (realtors, builders, loan officers), outbound outreach, and win-back strategies.
Cross-Selling & Upselling
Skill in identifying coverage gaps and persuasively presenting additional products (e.g., bundling auto + home + umbrella policies).
Communication & Negotiation
Strong verbal/written communication skills to deliver quotes, handle objections, and educate clients on complex insurance terms.
Data-Driven & Organized
Comfort using CRM/databases to track leads, document sales activities, and analyze metrics (e.g., conversion rates, pipeline growth).
Resilience & Self-Motivation
Ability to thrive in a target-driven environment, overcoming rejections and persistently pursuing new opportunities.
Education
Prefer a bachelor’s degree in business, sales, or a similar field.
Experience
1 to 2 years of experience in Personal Lines Sales role with proven success in turning prospects into customers.
Prefer 2 to 3 years of Personal Lines Sales experience and proven ability to find, build, and grow leads and customer base.
Certificates, License, and or Specialized Requirements
MUST have an active Property and Casualty Insurance License (or General Lines).
Active Life and Health Insurance License is a Plus.
Must possess a valid driver’s license.
What We Offer
We believe in taking care of our team as much as we take care of our clients. When you join us, you’ll enjoy:
Competitive Compensation: A salary and benefits package that recognizes your skills and contributions.
Comprehensive Benefits: Health, dental, and vision insurance, as well as additional coverage options to support your well-being.
Retirement Planning: A 401(k) plan with company contributions up to 4% to help you build a secure future.
Paid Time Off: Generous PTO and 9 paid holidays so you can recharge and enjoy life outside of work.
Professional Development: In-house Corporate Trainer to help you grow professionally and create customized training specifically for you, along with opportunities to grow within the company.
Positive Work Environment: A supportive and collaborative team culture where your ideas and efforts are valued.
Community Impact: Opportunities to participate in initiatives that give back to our local community by providing 16 hours of additional PTO to volunteer at an organization of your choosing, plus company-sponsored events.
We are committed to helping you thrive—both professionally and personally. Join us, and let’s grow together!
Texan Insurance serves as a single source for insurance and risk management services by providing access to commercial and personal property/casualty coverage, employee benefits, and life insurance through more than 40 regional and national carriers. Founded in 1985, Texan Insurance is a Texas based company serving all of Texas and Louisiana.
We are committed to providing the best insurance coverage available, and excellent customer service. To learn more about our insurance services below, please visit TexanInsurance.com or call us today for a free evaluation of your family or business needs and a competitive quote from one of our licensed agents.
Personal Insurance
- Homeowners
- Auto
- Dwelling Fire
- Umbrella
- Renters
- Flood
- Boat
- Motorcycle
Business Insurance
- Commercial Auto
- General Liability
- Apartment Owners
- Contractors
- Liquor Liability
- Hotel/Motel
- Convenience Stores
- Restaurants
- Daycare centers
- Workers Comp
- Salon and Barber
- Group Health
Life Insurance
- Universal Life
- Term Life
Offices: 6161 Savoy Dr, Suite 960, Houston, TX 77036, US
How many Customer Service & Support jobs are open in Fort Worth, TX right now?
There are currently 3,140 open customer service & support positions in Fort Worth, TX listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Customer Service & Support roles in Fort Worth, TX?
Companies currently hiring include Domino's, Starbucks, Lowe's Companies, Inc., Allied Universal, Great Clips Inc., among others. Browse the listings above to see every active employer.
Are there remote or hybrid Customer Service & Support jobs in Fort Worth, TX?
Yes — 188 of the 3140 open customer service & support positions offer remote or hybrid work (97 remote, 91 hybrid).
How do I apply for Customer Service & Support jobs in Fort Worth, TX?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.