Personal Insurance Advisor

This is a fully remote position, open to applicants in Texas.

📋 Description

• Promotes the services and solutions of Stewart Insurance through sales activities that include consultative selling, relationship-building, and outstanding, client-focused communication skills.

• Leverages a proven history of service-first sales performance to drive business development and ensure customer success.

• Adheres to established procedures and guidelines while excelling in a client-oriented, production-focused environment.

• Understands how assigned responsibilities connect with those of others on the team and how the team collaborates with related teams.

• Quickly establishes trust with prospective clients by identifying their coverage needs and risk exposures.

• Generates, oversees, and successfully closes a substantial volume of opportunities while maintaining accuracy and detail in a client-centric, production-oriented setting.

• Influences the effectiveness of the team through the quality of support provided.

• Identifies and resolves common issues; chooses solutions from established options.

• Effectively communicates moderately complex information in routine situations to the team to enhance client experiences.

• Operates under general supervision with limited flexibility to alter the approach.

• Functions as an individual contributor without supervisory responsibilities; manages personal workload.

• Performs additional duties as assigned by management.

⛳️ Requirements

• High school diploma is required; a Bachelor’s degree is preferred.

• General Lines Agent – Property & Casualty License is necessary.

• Experience in Property & Casualty sales (personal lines preferred).

• Proficiency with computer systems and CRM platforms is essential.

• A demonstrated history of high-volume, high-quality sales performance with consistent achievement of sales targets.

• Typically requires 2+ years of relevant work experience.

🏝️ Benefits

• A range of health and wellness insurance options and programs.

• Paid time off.

• 401(k) plan with company matching.

• Employee stock purchase program.

• Employee discounts.