Commercial P&C Sales - In-House Broker/Insurance Specialist Houston TX

POSITION SUMMARY

The Commercial P&C In-House Broker Sales / Insurance Specialist: In-House Broker � The role partners with producers to support the development, marketing, and placement of new and renewal business. Review account information and assist in preparing complete and accurate submissions for carrier marketing. Coordinate with carrier partners to obtain quotes, coverage options, and terms that meet client needs.

Assist with renewal preparation, including reviewing existing coverage, identifying required information, and supporting remarketing efforts when appropriate. Compare carrier proposals, coverage terms, pricing, deductibles, and other relevant considerations to support producer recommendations. Facilitate timely communication among producers, account management teams, carriers, and other internal stakeholders throughout the sales and renewal process.

Maintain accurate documentation of marketing activity, carrier responses, quotes, and placement decisions within applicable systems. Support binding and handoff activities to help ensure a smooth transition from sales and placement to marketing or account servicing teams. Maintain awareness of carrier appetites, market conditions, and available coverage solutions to effectively support P&C sales efforts.

Insurance Specialist-Sales

• Is responsible for developing and maintaining relationships with business clients by identifying their insurance needs and providing customized commercial insurance solutions. This role focuses on generating new business opportunities, retaining existing accounts, and partnering with insurance carriers to secure competitive coverage and pricing for clients. The producer serves as a trusted advisor, delivering exceptional customer service while achieving sales and revenue goals.

JOB RESPONSIBILITIES

& REQUIREMENTS Audits client�s current Insurance policies. Provide customized Insurance solutions to fit client�s unique circumstances. Partner with all insurance verticals (Private lines, Group Benefits, and PEO) Meet or exceed sales targets and performance metrics Building COI�s and referral business Setting appointments with prospective clients and business owners, in our office or theirs.

Presenting and explaining policies using a consulting approach, based on a true understanding of client�s needs and goals. Stay up to date on industry trends and changes to insurance policies and regulations. Determines clients� particular needs and financial situations by scheduling fact-finding appointments and determining the extent of present coverage and investments.

Develop a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation. Completes coverage by delivering policy, planning future follow-up visits, and evaluations of needs. Coordinates with client services to continue white glove service by providing direct deposit forms, processing changes in beneficiary, and analyzing policy loan applications.

REQUIRED SKILLS/QUALIFICATIONS License in Life, Accident & Health 5+ years or more of related experience in life insurance BA in Finance, Business, Economics, or a related field is preferred by many employers Prospecting skills Meeting sales goals Product knowledge (specify preferred products) Organizational skills Attention to detail Strong communication skills HOTALING CORE VALUES Be a Winner Extreme Ownership Be All In Do What�s Right Grit, Grind and Bind