Account Executive at Altis Agency | Goosehead in Houston, TX

Summary: Altis Agency, partnered with Goosehead Insurance, is an independent insurance agency focused on making insurance work for real people. The Account Executive role involves developing and managing a portfolio of personal and commercial insurance clients, including prospecting leads, designing tailored solutions, and maintaining client relationships.

Responsibilities:
- Developing and managing a portfolio of personal and commercial insurance clients
- Prospecting and qualifying leads
- Conducting consultative conversations to understand client needs
- Designing tailored insurance solutions using Altis and Goosehead’s carrier network
- Preparing quotes and presenting coverage options
- Guiding clients through policy selection, binding, and renewal processes
- Maintaining regular communication with clients
- Handling policy changes
- Coordinating with carrier partners on underwriting or claims issues
- Ensuring a high level of responsiveness and service
- Tracking sales activities and meeting production goals
- Staying current on industry trends and carrier offerings
- Actively participating in local networking or community events to build brand presence

Required Qualifications:
- Demonstrated experience in sales or account management, preferably in insurance, financial services, or related client-facing roles
- Strong client relationship skills, including consultative communication, active listening, and the ability to explain complex information clearly
- Solid organizational and time-management capabilities, with the ability to manage multiple prospects, policies, and follow-ups in a fast-paced environment
- Comfort with technology and CRM tools, including proficiency in standard office software and the ability to learn carrier platforms and agency systems
- Goal-oriented mindset with proven ability to meet or exceed sales targets while maintaining high service standards
- High level of integrity, professionalism, and commitment to client-first service, aligned with Altis Agency's values
- Ability to work on-site in Houston, TX, and engage in local networking and community activities as needed
- Property & Casualty insurance license in Texas (or willingness to obtain within a defined timeframe); additional licenses are a plus

Preferred Qualifications:
- Prior experience in personal lines insurance is beneficial but not required for candidates with strong sales aptitude

Required Skills: Sales, Account Management, Client Relationship Management, Consultative Communication, CRM Tools, Office Software, Property & Casualty Insurance License, Personal Lines Insurance

Benefits: Paid training and licensing support from day one, Real opportunity to earn six figures in your first year, Up to 60% commission on new business, Comprehensive health benefits, Paid time off, Clear path for career and income growth