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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:

• None

Key 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 GED

Physical 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. 
  
  

Benefits

• 401(k) with company match
• Continuing education program
• Dental insurance
• Disability & Life insurance
• Employee assistance program
• Health insurance
• Identity theft protection
• Legal insurance
• Paid time off 
• Parental leave
• Professional development assistance
• Referral program
• Telehealth and Teletherapy
• Vision insurance
• Volunteer time off
  

Address: 6600 LBJ FWY Ste 220 Dallas, TX 75240

Phone: (214) 253-0570

Fax:  (214) 253-0578

Email: quotes@thephoenixinsurance.com