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Orion180 · 1 month ago

Insurance Consultant, Licensed P&C Agent

Irving, TX

Full-time

Onsite

Entry, Mid Level

$50K/yr - $130K/yr

2+ years exp

Orion180 is a premier global provider of insurance solutions dedicated to delivering exceptional insurance experiences. They are seeking Licensed Insurance Agents to provide service-focused insurance solutions, guiding clients through the quoting and binding process while ensuring a 5-star client experience.

FinTechInsuranceInsurTechProperty Insurance

Responsibilities

Consult, Qualify & Close: Engage warm inbound and outbound leads (absolutely no cold calling), uncover coverage needs through strategic discovery, and guide clients to the right coverage using our proprietary MY180 platform

Own the Full Sales Cycle: Serve as a trusted advisor from initial contact to policy issuance, leading clients comprehensively through the quoting and binding process while ensuring they are fully informed about coverage options, policy terms, exclusions, and subsequent steps

Document Thoroughly: Capture every call, outcome, quote, and client detail using structured workflows, call scripts, and compliance protocols

Leverage Tools: Operate efficiently with HubSpot CRM, RingCentral phone system, and MY180 quoting software to manage your book and meet service-level expectations

Stay Compliant: Follow established workflows, documentation, licensing requirements, surplus lines documentation rules, and regulatory standards

Track & Improve: Use HubSpot CRM to manage your pipeline, provided scripts, automation tools, and performance goals

Meet & Exceed Goals: Consistently hit KPIs in areas like policy volume, premium, conversion rates, retention, and documentation accuracy

Cross-Sell Strategically: Recommend additional coverages in alignment with underwriting guidelines and customer needs

Partner Cross-Functionally: Collaborate with Sales leadership, Underwriting, Marketing, and Analytics to improve customer outcomes and optimize internal workflows

Contribute to a Winning Culture: Share best practices, support teammates, and help build a high-performing sales organization from the ground up

Qualification

Florida 2-20 LicenseTexas General Lines P&C LicenseCRM experienceHomeowners insurance knowledgeOrganizedService-oriented mindsetTech-savvyCommunication skillsGoal-drivenDetail-oriented

Required

Must hold an active Florida 2-20 License or Texas General Lines P&C License before the start date

Must be in excellent standing with the state DOI

Willingness and ability to obtain a Surplus Lines License within 60 days of hire

Strong communication, discovery, and objection-handling skills

Competitive and goal-driven

Organized and detail-oriented

High integrity and service-oriented mindset

Tech-savvy and adaptable in a fast-changing, metrics-oriented environment

Able to work independently while contributing to a team-first, high-accountability culture

Preferred

At least 2 years of experience in consultative personal lines P&C insurance sales, ideally within a call center or direct-to-consumer (DTC) environment

Demonstrated success in achieving quota-based performance

Experience using a CRM like HubSpot, familiarity with quoting systems, and multi-line product offerings

Understanding of homeowners insurance coverages, deductibles, limitations, and exclusions

Benefits

Medical

Dental

Vision

401k

Paid holidays

PTO

And more!

Company

Orion180

At Orion180, we are dedicated to empowering insurance agents with innovative home insurance solutions that enhance their offerings and strengthen client relationships.

Founded in 2017

Melbourne, Florida, USA

51-200 employees