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Sales Associate

Email resume to Texan Insurance Sales Careers

Department: Sales
Job Status: Full Time/Hourly
FLSA Status: Non-Exempt
Reports To: Sales Manager
Job Type: Regular
Amount of Travel Required: None
Work Schedule: 8:30 am to 5:30 pm
Positions Supervised: None


The Sales Associate is tasked with working directly with the Inside Sales Team & the Field Sales Agents. This is a supporting role that will handle administrative internal process directly tied to Inside/Field sales activity. Responsibilities will include quoting, binding, handling forms compliance, telemarketing/generating leads & assisting the Sales Manager with the day-to-day operations within the sales channel.


Reasonable Accommodations Statement
To accomplish this job successfully, an individual must be able to perform, with or without reasonable accommodation, each essential function satisfactorily. Reasonable accommodations may be made to help enable qualified individuals with disabilities to perform the essential functions.


  • Demonstrates superior phone skills & the ability to work well within a team.
  • Demonstrates proficiency in all aspects of personal lines insurance products offered by the agency.
  • Comfortable utilizing technology (i.e. basic computer skills, use of automated dialers, Salesforce CRM)
  • Ability to generate quotes via EZ Lynx, navigate Salesforce & Hawksoft to maintain client records/policy applications, and assist the Sales Manager with sales metrics reporting.
  • Possesses strong organizational skills; ability to prioritize and manage existing workloads.
  • Strong phone skills & the ability to build rapport quickly with prospective clients.
  • Ability to work effectively with minimal supervision and within a team dynamic/group setting.


Insurance Skills and Qualifications:

Overall:  Client Relationships, People Skills, Product Knowledge, Organization, Dependability and Analytical Skills.

  • Must possess Personal Lines Licensing.
  • Associates degree or equivalent work experience and knowledge.
  • Superior Computer skills, Desk Top Rating Software, Microsoft productivity tools.
  • Effectively communicate with customers, carriers, and team members.
  • Ability to prioritize work for multiple projects and deadlines.


The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is frequently exposed to moving mechanical parts and vibration. The noise level in the work environment is usually moderate.


Position will pay a competitive hourly wage, depending on experience.  We also offer an exceptional benefits package.

The company has reviewed this job description to ensure that essential functions and basic duties have been included. It is intended to provide guidelines for job expectations and the employee’s ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent a contract of employment, and the company reserves the right to change this job description and/or assign tasks for the employee to perform, as the company may deem appropriate.


Email resume to Texan Insurance Sales Careers

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