Top 15 Insurance advisor Jobs in Bastrop, Tx

Licensed Insurance Agent
JFS Risk Advisors —Texas
- $45,000 - $55,000 a year
- Remote
- Mid-level
- Organizational skills
- 2 years
- Health insurance
- Paid time off
Quick Apply
4d
RSVP - W2 Life Insurance Specialist - Remote - Hiring Event
Insurance Supermarket Inc. —Texas
- $38,500 - $180,000 a year
- Full-time
- Computer literacy
- Mid-level
- Communication skills
- Health insurance
- Paid time off
RSVP - Spanish Bilingual Life Insurance Advisor (W2) Remote
Insurance Supermarket Inc. —Texas
- $38,500 - $180,000 a year
- Full-time
- Spanish
- Computer literacy
- Mid-level
- Health insurance
- Work from home
11d
Licensed Financial Professional | Build Your Practice. Expand Your Future.
Legacy Grove Group —United States
- $90,000 - $180,000 a year
- Part-time
- Remote
- Background check
- Mid-level
- 3 years
- Professional development assistance
- Flexible schedule
Quick Apply
20h
Wealth Solutions Advisor
Empower —United States
- $70,000 - $92,500 a year
- Remote
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Paid holidays

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RSVP - W2 Life Insurance Specialist - Remote - Hiring Event
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2+ years of individual life insurance sales, with a life license in good standing. We're looking for *licensed, goal-driven life insurance agents* who are…
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insurance advisor jobs near bastrop, tx

Licensed Insurance Agent

JFS Risk Advisors
Texas

Quick Apply

Job Details

Permanent
$45,000 - $55,000 a year
4 days ago

Benefits

Health insurance
Paid time off
Work from home

Qualifications

Managing customer accounts
Customer communication
Customer relationship building
Property & Casualty License
Managing clients in a customer support role
Customer relationship management
Insurance sales
Account management
Property insurance knowledge

Full Job Description

Position Overview

The Account Manager – Sales & Service is responsible for managing and growing an assigned book of business through a combination of client service, retention, and sales activities. Serving as the primary relationship owner for clients, this role is accountable for delivering an exceptional customer experience, ensuring policy accuracy, managing renewals, coordinating remarketing efforts, and maintaining complete and compliant account documentation.

This position also plays a key role in driving agency growth by identifying coverage opportunities, generating referrals, supporting new business production, and proactively managing cancellations to protect agency revenue. The Account Manager works to strengthen client relationships, improve retention, and expand the agency's book of business through consultative service and strategic account management.

Success in this role requires a balance of customer service excellence, relationship-building, sales acumen, and operational discipline. The position directly contributes to client satisfaction, revenue growth, retention performance, and overall agency success.

Core Responsibilities

1. Client Relationship Management

Serve as the primary point of contact for an assigned book of business.
Build and maintain strong client relationships through proactive communication and consultative service.
Respond to client inquiries, policy changes, billing questions, and coverage requests in a timely and professional manner.
Deliver a high-quality client experience throughout the policy lifecycle.

2. Retention & Renewal Management

Manage policy renewals and conduct proactive outreach to support client retention.
Identify coverage gaps, account-rounding opportunities, and retention risks.
Address cancellation concerns and coordinate remarketing efforts when appropriate.
Support achievement of agency retention and client satisfaction goals.

3. Sales & Growth

Identify opportunities to expand existing accounts through cross-selling and upselling.
Generate referrals and support new business opportunities.
Partner with producers and carriers to secure competitive coverage solutions for clients.
Contribute to agency revenue growth through proactive account development.

4. Account Administration & Compliance

Maintain accurate and complete client records within agency management systems.
Review policies for accuracy and ensure all required documentation is obtained and retained.
Coordinate underwriting requests, inspections, and carrier communications as needed.
Adhere to agency procedures, carrier requirements, and regulatory compliance standards.

Experience & Qualifications

Required

2+ years of experience in personal insurance sales, account management, customer service.
Active TX Property & Casualty insurance license.
Familiar with Texas carrier markets.
Experience servicing and managing an insurance book of business.
Strong understanding of personal lines insurance products, coverages, and carrier underwriting guidelines.
Proven ability to build client relationships and deliver exceptional customer service.
Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment.
Excellent written and verbal communication skills.
Proficiency with agency management systems, carrier portals, and standard business software.

Preferred

3–5 years of personal lines account management experience, in an independent insurance agency.
Experience with renewals, remarketing, retention initiatives, and account rounding.
Demonstrated success identifying cross-sell, upsell, or referral opportunities.
Experience working in an independent agency environment.
Familiarity with EZLynx or similar agency management systems.

Pay: $45,000.00 - $55,000.00 per year

Benefits:

Health insurance
Paid time off
Work from home

Experience:

personal lines P&C: 2 years (Required)

License/Certification:

TX P&C license (Required)

Work Location: Remote

Quick Apply

Refine Your Search

insurance advisor jobs in bastrop, tx

Licensed Insurance Agent

RSVP - W2 Life Insurance Specialist - Remote - Hiring Event

RSVP - Spanish Bilingual Life Insurance Advisor (W2) Remote

Licensed Financial Professional | Build Your Practice. Expand Your Future.

Wealth Solutions Advisor

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