New Business Advisor

Company: The Phoenix Insurance
Location: Dallas
Posted on: June 1, 2025

Job Description:

We're an independent insurance agency in TexasOur experienced team offers services for both residential and commercial properties.With over 25 years of experience in the industry.Contact UsWork Schedule: 8:30 a.m. - 5:30 p.m. Monday - Friday (2 client-facing events/month)
Job Summary:The New Business Advisor plays a key role in generating new business revenue by prospecting new clients, analyzing carrier options, and providing custom solutions tailored to each client's insurance needs.Supervisory Responsibilities:

• NoneKey Responsibilities:
  • Identify clients' needs and advise the best options for each client across a variety of carriers.
  • Identify and capitalize on opportunities for upselling and cross-selling insurance products.
  • Achieve monthly sales goals by actively prospecting for new business opportunities.
  • Strengthen client relationships by providing exceptional, top-tier customer service with consistent follow-through.
  • Attend two client-facing events per month.Required Skills & Qualifications
    • 2+ years of sales experience within the Property & Casualty Insurance industry.
    • Self-starter mentality driven to achieve goals and deliver measurable results.
    • Meticulous and able to carefully review insurance policies and contracts to ensure accuracy and compliance with established processes.
    • Proactive mindset with exceptional analytical and problem-solving abilities.
    • Strong commitment to customer satisfaction by adeptly addressing client concerns, providing clear answers to questions, and offering effective solutions.
    • Ability to adapt and learn new web-based software programs.
    • Proficiency in Microsoft Outlook, Excel, Word, and Adobe Reader/Acrobat.
    • Active Property & Casualty license
    • High school diploma or GEDPhysical Demands
      • Regularly operates a computer and other office productivity machinery, such as a headset, and printer.
      • Regular use of computer systems and phone calls, requiring prolonged screen time and phone conversations.
      • Specific vision abilities required by this job include close vision requirements due to computer work.
      • Must be able to remain in a stationary position for prolonged periods of time.
      • Occasionally attend client-facing events outdoors.
        
        If you can crash it, burn it down or get sued because of it, we can insure it.
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Keywords: The Phoenix Insurance, Richardson , New Business Advisor, Other , Dallas, Texas