Small Account Sales Representative

Posted:
1/12/2026, 5:01:02 AM

Location(s):
Texas, United States ⋅ Austin, Texas, United States

Experience Level(s):
Senior

Field(s):
Customer Success & Support ⋅ Sales & Account Management

Who We Are. 

At We Insure Group, we are passionate, driven, and purposeful in our mission to personalize protection at the right value. We believe in delivering tailored insurance solutions that meet each client’s unique needs, ensuring they feel confident and supported in every decision. 

  

As both a franchise platform and direct insurance provider, We Insure empowers like-minded entrepreneurs with the opportunity to own and operate successful agencies. With over 200 locations across 35 states, we support our agency owners, customers, and carrier partners by enabling faster service, greater efficiency, better choices, and improved results. 

  

What sets us apart? We’re data-driven for better value and people led for better service. Our purpose is rooted in clarity, guidance, and long-term trust helping individuals and business owners make informed choices about their insurance coverage. We're building something meaningful and looking for purpose-driven individuals to help lead the way. 

 

Your Impact.

This role is part of a 24 month training and development program designed to prepare participants to become licensed insurance sales professionals. The role follows a 50/50 model, balancing new business development with account management, primarily through agency-referred accounts. Participants will review, quote, process, sell, and service small account business.

Location: Hybrid, Austin, TX

Role Responsibilities.

Review, quote, process, sell, and service small account business at the agency, primarily through USLI.

  • Establish themselves as the small accounts expert in the office through strong product knowledge, accurate quoting, and superior customer service.
  • Complete applications and qualify risks to quote new business. Quote risks that fit USLI appetite primarily through USLI phone and web systems, and submit to underwriters when necessary. A benchmark of at least two submissions per day or ten submissions per week into USLI.

Active selling and servicing through the following activities:

  • Create a lead list and make outbound sales calls in an effort to drum up new business.
  • Have a consistent closing ratio of 25% or better.
  • Communicate the coverages and selling points effectively in an effort to sell the quote as well as educate the value added services of the USLI Business Resource Center.
  • Recognize and understand cross selling opportunities and be able to refer to other teammates if necessary.
  • Respond to customer emails and phone calls in compliance with agency service standards.
  • Contribute to marketing efforts including weekly LinkedIn posts, monthly email blasts and quarterly webinars.
  • Perform support functions such as bind orders, payments, endorsements, remarketing and claims handling as necessary according to agency structure.

Travel.

  • This is not a work-from-home position. Participants are expected to work in the agency.
  • Overnight travel is not required, with the exception of annual training conferences, typically held in Austin, TX.
  • Participants may travel locally to meet with prospects and clients and to attend networking events. They are encouraged to participate in associations and conferences to expand their network and industry knowledge.

Required Experience and Education.

  • College degree or equivalent business experience preferred but not required.
  • Active P&C producer license or commitment to obtain a P&C license within 60 days of hire.
  • Willingness to pursue continuing education and insurance designations or licenses as outlined in the training and development plan, including self-study.
  • Strong communication and organizational skills, with the ability to network, build relationships, and work independently in a fast-paced environment.
  • Ability to remain flexible under pressure and manage a heavy workload with critical deadlines.
  • Open to coaching, feedback, and continuous improvement.

Our Values. The We Way. 

At We Insure, Group our values shape how we work, how we lead, and how we grow—together. They’re more than just words—they guide every interaction, every decision, and every customer experience. 

 

We Way Reflects Our Commitment to.  

  • We personalize protection at a price you can trust 

  • We hustle to find opportunity 

  • We care authentically 

  • We thrive in ambiguity 

  • We own our results 

  • We have fun along the way 

  • And—we’re just getting started 

 

Our Total Rewards.  

  • Medical, Dental, Vision, Life, Pet; Flexible Spending Account 

  • Competitive Salaries 

  • 401K Match   

  • Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave 

  • Short and Long-Term Disability 

  • Employee Support Programs, Including Mental Health 

  • Tuition Reimbursement   

  • Matching Charitable Gift Program 

  • Lucrative Referral Program 

This position is not able to be performed in California, Colorado, New York or Washington. 

 EEO

We Insure Group is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.

Disability

We Insure Group is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please contact our HR department at [email protected]. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.

Note to applicant: It is unlawful in Massachusetts and Maryland to require or administer a lie detector test as a condition of employment or continued employment. Please know that our company does not use lie detector tests in our hiring process.