Insurance Agent

The role

You will develop and bind new business with carriers and identify appropriate coverage for clients. You will also work with sales, marketing, product, and engineering teams to develop software and marketing initiatives.

What you will do

• Develop and bind new business with carriers
• Meet with potential clients to discuss insurance needs and research policy options
• Present and explain policy details to clients
• Advise clients on risk management
• Advise clients on when and how to file a claim
• Advise Ownwell product and engineering team on software development and automation opportunities
• Maintain client relationships and provide support to Ownwell clients
• Retain customers year-over-year

Required qualifications

• Must hold a Texas Property & Casualty insurance license
• 1-3 years + of sales experience in an insurance brokerage with a proven track record of sales success
• Strong knowledge of Property & Casualty insurance
• Detailed knowledge of Property and Casualty insurance, marketplace, products, and services
• Developing productive business relationships with key insurance carriers
• Personable, highly motivated, and goal oriented
• Driven to achieve individual sales goals
• Tech-savvy and comfortable navigating multiple systems and quoting platforms
• Exceptional customer service and interpersonal skills
• Excellent organizational and follow-up skills

Nice to have

• experience selling commercial insurance
• Experience with rater platforms like EZLynx or HawkSoft, various insurance carrier’s portals, GSuite and CRMs such as AgencyZoom or Salesforce

Benefits

• Highly Competitive Salary
• warm, prequalified leads provided, no cold calling
• Access to First Round Network
• Flexible PTO
• 11 company holidays
• the last week of the year to recharge and reset
• Competitive health benefits
• $1,000 stipend per year for individual learning needs
• up to 16 weeks of fully paid parental and bonding leave
• complimentary real estate and tax consulting licensing and renewal

About the company

Ownwell helps property owners reduce the costs of owning real estate. They use proprietary software to identify property owners that are overpaying on real estate expenses.