Multi-Line Insurance Sales Producer

Carroll Insurance Agency

6702 Gessner Rd., Houston, TX 77040

281-656-3000

carrollins.com 

Position Overview:

The Multi-Line Producer is responsible for generating new business and managing client relationships across Commercial, Personal Lines, and Health & Benefits insurance. This role focuses on prospecting within targeted markets, providing risk management guidance, and coordinating closely with internal service teams to ensure profitable, well-structured business and a high-quality client experience.

Key Responsibilities

Sales & Business Development

• Identify target market segments for commercial insurance sales and develop prospecting criteria.
• Make prospecting calls assigned by the sales manager and independently, as needed, to achieve sales goals established by the Sales Manager.
• Actively participate in trade associations and professional organizations within targeted industries.
• Promote Carroll Insurance Agency and the insurance industry within the community.

Client & Account Management

• Obtain and complete insurance applications and forward all necessary information to the Sales Manager, Account Manager, or Marketing Specialist to market accounts with insurance carriers.
• Provide risk management advice and insurance guidance to prospects and clients.
• Conduct follow-up calls to ensure client satisfaction and identify changes in coverage needs.
• Deliver insurance policies to clients within two weeks of receipt from service personnel.

Carrier & Internal Coordination

• Work with Account Managers and/or Marketing Specialists to negotiate pricing, coverage terms, commissions, and prepare proposals.
• Coordinate with service teams to ensure business is written accurately and in compliance with agency and carrier guidelines.
• Make financial arrangements with clients to ensure timely premium collection.
• Partner with Account Managers and Accounting to resolve billing or collection issues.
• Collaborate with Claims Specialists to support prompt and effective claim resolution.

Growth & Development

• Cross-sell additional lines of business, including personal lines, bonds, financial services, and Health & Benefits solutions.
• Pursue ongoing personal and professional development through education, designations, and industry involvement.

Qualifications

• College degree preferred; professional insurance designation encouraged.
• Minimum of two (2) years of experience in the insurance industry.
• Active Texas Property & Casualty License and Group I License required.
• Thorough knowledge of insurance coverages and applications.
• Proven ability to prospect, build relationships, and close sales.
• Self-motivated, organized, and professional in appearance and conduct.
• Willing and able to travel as required.
• Proficient in Microsoft Word and Excel.
• Excellent verbal and written communication skills.

What Success Looks Like

• Consistent achievement of new business and revenue goals across multiple lines.
• Profitable, well-structured accounts with appropriate coverage and pricing.
• Strong, collaborative relationships with clients, carriers, and internal teams.
• Effective cross-selling and account expansion.
• Positive representation of Carroll Insurance Agency in the marketplace

*This is an on-site role in our Houston, TX office

This job description is not intended to be all-inclusive. Responsibilities may evolve as business needs change.