top of page

Job Description: Insurance Agent (L&H/ P&C)

Updated: Jan 5

The Insurance Agent is responsible for selling insurance policies to individuals and businesses. This includes understanding the client's needs, recommending appropriate policies, and completing the underwriting process. The Insurance Agent must have a strong understanding of the insurance industry and be able to build and maintain relationships with clients.

Essential Duties and Responsibilities:

Sell insurance policies to individuals and businesses.

Understand the client's needs and recommend appropriate policies.

Complete the underwriting process.

Provide customer service to clients.

Stay up-to-date on the latest insurance trends and regulations.

Attend virtual and in-person company meetings and virtual and in person industry conferences and workshops.

Other duties as assigned.


Hold or in the process of obtaining insurance licensing.

High school diploma or equivalent.

1-2 years of experience in the insurance industry.

Strong understanding of the insurance industry.

Excellent customer service skills.

Strong sales skills.

Proficient in Microsoft Office Suite or similar programs.

Ability to work independently and as part of a team.

Must Pass a Criminal Background Check.


Competitive commission and benefits package.

No cold calling, we generate leads from developing relationships with clients.

Opportunity to work with a team of experienced professionals.

Chance to make a difference in the lives of clients.

Remote or Hybrid, we have a local Houston office and conference rooms are available during business hours.

Easy to operate lead generation and marketing systems to develop and manage marketing projects.

Rewarding work environment.

Schedule an Interview

30 views0 comments

Recent Posts

See All


bottom of page