Job Description

Job Description

Job Description

Welcome to the Carlos Bernal Agency, where innovation meets commitment in the heart of Houston, Texas. We are seeking a dynamic Licensed Insurance Representative who thrives in a flexible work environment. With our hybrid remote model, youll enjoy the perfect balance of building connections in the office and working efficiently from home. Our team is passionate about providing unparalleled insurance solutions, ensuring every client feels valued and understood. As a Licensed Insurance Representative, youll be pivotal in crafting tailored insurance plans that meet the unique demands of our diverse clientele. If you are enthusiastic, goal-driven, and ready to make a significant impact, this is the role for you. Join us at the Carlos Bernal Agency, where growth and innovation are at the forefront of our mission. Apply today and embark on a rewarding career with us!

Annual Base Salary + Commission

Paid Time Off (PTO)

Flexible Schedule

Dental Insurance

Health Insurance

Hands on Training

Mon-Fri Schedule

Evenings Off

Vision Insurance

Career Growth Opportunities

• Client Engagement: Directly interact with clients to understand their insurance needs and provide expert guidance.
• Lead Generation: Identify and pursue opportunities for cross-selling and upselling to maximize client portfolios.
• Policy Management: Manage incoming client inquiries efficiently and update records accurately in our systems.
• Custom Solutions: Tailor insurance policies to fit the unique needs of each client, providing personalized solutions.
• Relationship Development: Cultivate and nurture long-term relationships to enhance customer satisfaction and loyalty.
• Industry Awareness: Keep abreast of changes and trends in the insurance industry to deliver informed advice.

• Licensing: Valid Texas Property & Casualty License is required.
• Candidate must be Bilingual (Spanish)
• Team Player: Ability to work collaboratively within a team and contribute to a positive team environment.
• Experience: Previous experience in insurance sales or a similar field is advantageous.
• Communication Skills: Strong verbal and written communication skills are essential.
• Customer-Focused: Excellent ability to understand and meet client needs and expectations.
• Remote Work Skills: Must be proficient in managing tasks and responsibilities in a hybrid remote setting.
• Technical Skills: Competence in using CRM systems and other related software is a plus.

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