Licensed Insurance Agent

5 days ago

Metairie, United States TWFG Insurance (The Woodlands Financial Group) Full time

About Us:

At the end of the day, TWFG is a company that cares. We care about our customers, their customers, their families, and the communities in which they have chosen to build their lives. And we wouldn't be the company we are today without the caring people who make it possible. Those who come in every day with the hope – the goal – of making a real difference in the lives of the people we protect. We treat you like one of our own. Because you are.


Job Requirements:

We are looking for a licensed Customer Service Representative (CSR) to join our growing team As a Licensed CSR, you will play a role in assisting our existing team by promoting our independent market insurance carriers, our independent market carrier’s products and growing the business through new business sales, remarketing current client accounts, cross-selling current client accounts, and retention.


  • Must have an active Property and Casualty License (P&C)
  • Excellent verbal and written communication skills
  • 2-3 years of Independent Insurance experience, with knowledge of LA insurance market carriers
  • Ability to work well individually and with a team and understands agency’s SOP
  • Strong persuasion skills with the ability to “close a sale”
  • Have the ability to meet and exceed individual and team sales goals
  • Must be self motivated with a positive attitude and the ability to work with a sense of urgency
  • Has strong computer skills and is proficient in MS Outlook, Word and Excel
  • Works with In-House leads only – NO COLD CALLING
  • Have direct access to the top insurance carriers in our market
  • Can work the hours of 8:30 am–5:00 pm or 9:00 am-5:30 pm NOTE: Remote work potential


NOTE: Experience and License a MUST – no need to apply without these credentials


What will my day to day job description entail?

  • Quoting, remarketing, cross-selling in accordance with company standard operating procedures
  • Communicate and consistently follow up with existing clients, prospects, mortgage lenders and realtors
  • Connecting with clients via phone, email and text
  • Actively engage with prospects and clients to understand their needs and present suitable solutions
  • Maintain accurate records for clients and have the ability to work in our database management system
  • Responsible for timely reaching out to existing clients to review their current insurance, offer recommendations, and ask for additional lines of business
  • Process client payments, invoice mortgage companies, and present evidence of insurance for client closings
  • Complete files that meet underwriting guidelines and company’s compliance required documentation
  • Accountable for daily reports which include: expirations, non-renewals, cancellations, underwriting issues and any other action item
  • Stay up to date on insurance industry trends, carrier product offerings, carrier guidelines as well as understand who our competitors are and what makes TWFG unique
  • Effectively communicate with the Branch Owner and Director of Sales on pressing items daily


Compensation and Benefits:

  • Competitive salary
  • High New and Renewal Commission
  • Comprehensive Health Benefits
  • Dental and Vision
  • Life and Disability
  • 401k with company matching up to 4%
  • Casual work environment
  • Training program
  • Opportunity for advancement
  • Application confidential


How to Apply

To apply for this position, please forward a resume and cover letter detailing job experience, education and certifications to rick@twfg.com and trogers@twfg.com. A college degree is NOT required for this position, though a plus. Also, if you’re interested in a licensed agent position, please also apply.

Property and Casualty License a MUST

Please be prepared to interview with short term notice as we are looking to fill (2) positions immediately.


Please direct all correspondence to the email addresses provided. The Rick Rogers Team of TWFG looks forward to meeting you

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