Leavitt Group Texas Select at 1300 W Sam Houston Pkwy S, Ste 220, Houston, TX 77042 is looking for a Personal Lines Sales and Service Agent for their busy office. In this position you will be responsible for the followin…
Skills: Property and Casualty License, Sales, AMS 360, Bilingual, Communication
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Real Estate Associate Agent (1099) - South Houston
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Outside Sales Account Manager - Industrial Fluid Power Components and Solutions
Houston, Texas, United States · Remote OK
Mid level
SunSource and its family of companies represent 270+ locations and 4,000+ employees making up one of North America’s leading value-add industrial distribution companies. We provide customers with products and value-added…
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
$45k–$50k/yr
Full-time
Health Insurance, Dental Insurance, Vision Insurance, 401(k) with matching employer contributions, HSA, FSA
Posted 51d ago
~40 hrs/week
Responsibilities
The agent provides sales and service support for personal lines insurance, including quoting new business and maintaining existing accounts. Key duties involve discussing coverage, processing policy changes, and managing customer claims and inquiries.
Requirements
Candidates must possess a Property and Casualty License and have 2-3 years of agency experience. Strong sales and communication skills are required, with knowledge of AMS 360 and bilingual abilities being a plus.
Full job description
Leavitt Group Texas Select at 1300 W Sam Houston Pkwy S, Ste 220, Houston, TX 77042 is looking for a Personal Lines Sales and Service Agent for their busy office. In this position you will be responsible for the following.
This position will provide support to the customer and internal sales staff on all Personal Lines Insurance business. Sales support will consist of developing new accounts, quoting new business coverage, maintaining existing accounts, cross-selling existing accounts, and forwarding submission packages to the appropriate carrier. Customer service will consist of discussing coverage, recommending coverage, requesting, and making policy changes, taking claims information, verifying account information, answering customers’ questions, and generating the appropriate documents.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Accurately maintain all customer information in the computer system (AMS360).
Know the various company products, underwriting requirements, binding authority, policy forms, rating software programs (upload & download), and competitiveness in the marketplace.
Service all existing personal lines accounts by:
Speaking with customers and company personnel on the phone or in person during office visits and responding to all written correspondence.
Answering coverage questions, recommending coverage, processing policy change information, taking claim information, collecting premiums, submitting the proper documents to the company, and verifying that documents received from company are correct.
Issuing the proper insurance verification documents to the insured (auto id, certificates, etc.).
Resolving customer problems & complaints (with assistance/direction from manager as needed).
Following up on policies that cancel.
Assisting with the collection of premiums and reconciliation of accounts as needed.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Retain renewal business by contacting insureds to review coverage.
Review current underwriting information in order to qualify customers for improved programs and monitor renewal premiums for excessive increases.
Develop existing accounts by attempting to provide additional coverage on existing policies or adding additional lines of business (cross-sell).
Assist the agency in developing new business by providing accurate quotes in a timely manner, preparing proposals, completing company required forms and requests, submitting account information to the company, providing the customer with appropriate documentation, and verifying documents received from the company are accurate.
Process daily-download from carriers, print appropriate reports, and verify download policy information is accurate.
Provide manager with monthly “renewal account retention report.”
Provide company product, coverage, and rate training to other agency personnel as needed.
Assist with the development of recommended coverage for customers.
Meet with Company marketing representatives to learn of new products or changes.
Assist with answering phones and other general office duties as may be required.
Promote and enhance the reputation of the agency.
JOB REQUIREMENTS/COMPETENCIES:
Property and Casualty License
Strong sales skills required
Knowledge of the AMS 360 is a plus
Bilingual is a plus
2-3 years Agency experience
Excellent communication skills; verbally and written.
Detail oriented and able to maintain compliance standards.
Must be dependable, provide timely response, and complete of work activities.
Texas Select, a Leavitt affiliate offers a competitive
$45,000-$50,000 + Commission
Health Insurance
Dental and Vision Insurance
401(k) with matching employer contributions.
HSA and FSA
Paid sick and vacation leave
Qualified candidates are encouraged to apply.
As a national company, the Leavitt Group is one of the largest privately-held insurance agency brokerage in the nation, with over 275 locations across 27 states. We broker commercial and personal lines insurance which manages the risk for individuals and businesses. The agency is appointed with the top insurance markets and enjoys exclusive representation with multiple insurance companies. We are always looking for talented individuals who want to further their career and grow with us.
We leverage national resources and expertise while maintaining the personalized service of a local agency.
Industry
Insurance
Company size
11-50 employees
Founded
1983
Headquarters
Cambridge, MD
LinkedIn followers
229
We are a company that remains mindful of our humble beginnings - this is core to who we are. Our journey has been one of staying true to our roots, caring for our people, and strategically expanding our reach.
We are committed to staying true to our core values. This includes continuing to invest in our local communities, developing future leaders to carry the business forward, and providing our staff with opportunities for professional growth. Moreover, we will leverage the resources and expertise of a large national firm while maintaining the personalized service of a local agency. Finally, offering risk advisory services to clients in need of guidance will continue to be one of our top priorities.
Offices: 317 Crusader Road, Cambridge, MD 21613, US · 111 North West Street, Suite 200, Easton, MD 21601, US · 319 Bloomingdale Avenue, Federalsburg, MD 21632, US · 8723 Belair Rd, Nottingham, Maryland 21236, US
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How many Sales jobs are open in Houston, TX right now?
There are currently 3,349 open sales positions in Houston, TX listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Sales roles in Houston, TX?
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Are there remote or hybrid Sales jobs in Houston, TX?
Yes — 620 of the 3349 open sales positions offer remote or hybrid work (307 remote, 313 hybrid).
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