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TWFG Insurance

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Associate Account Executive

The Woodlands, TX · On-site

$45K - $55K/yr

TWFG is seeking an Associate Account Executive to support, train and help develop our network of independent agents by providing training and guidance with carrier appetites, systems and internal ...

TWFG Insurance

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Commercial Lines Account Executive

Schenectady, NY · On-site

$60K - $85K/yr

Hybrid remote in Schenectady, NY Company Description The Woodlands Financial Group (TWFG) is a national, public organization headquartered in The Woodlands, Texas with over 300 retail offices in 16 ...

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What is the difference between Twfg vs HVAC Technician?

AspectTwfgHVAC Technician
Required CredentialsTypically requires specialized certifications or licenses related to Twfg systemsRequires HVAC certification or license, such as EPA 608
Work EnvironmentPrimarily works in industrial or commercial settings with Twfg systemsWorks in residential, commercial, or industrial environments installing and maintaining HVAC systems
Industry UsageUsed mainly in industries involving Twfg technology and systemsCommonly employed in heating, ventilation, and air conditioning services
Search & Comparison IntentPeople compare Twfg with HVAC Technician to understand job roles, certifications, and work scope

Twfg and HVAC Technician roles share similarities in work environment and certification requirements, but Twfg specialists focus on specific Twfg systems, often in industrial settings, while HVAC Technicians handle a broader range of heating and cooling systems across various environments.

What are the key skills and qualifications needed to thrive as an Insurance Agent at TWFG, and why are they important?

To thrive as an Insurance Agent at TWFG, you need a strong understanding of insurance products, risk assessment, and state licensing requirements. Proficiency with customer relationship management (CRM) software and quoting platforms is typically required, along with any relevant insurance certifications. Excellent interpersonal skills, active listening, and the ability to build trust help agents attract and retain clients. These skills are vital for delivering tailored insurance solutions, ensuring client satisfaction, and meeting sales targets in a competitive market.

What are some common challenges faced by insurance agents at TWFG, and how can they overcome them?

Insurance agents at TWFG often face challenges such as building a client base from scratch, staying up-to-date with changing insurance regulations, and managing a competitive sales environment. Overcoming these challenges usually involves proactive networking, participating in ongoing training provided by TWFG, and using the agency's marketing resources to generate leads. Team collaboration and mentorship from experienced agents also play a crucial role in helping new agents navigate the learning curve and succeed long-term.

What are TWFG Insurance agents?

TWFG Insurance agents are licensed professionals who work with The Woodlands Financial Group (TWFG) to help clients find and manage insurance policies. They offer a wide range of insurance products, including auto, home, business, and life insurance, from various carriers. These agents assess clients' needs, provide personalized coverage options, and assist with claims and policy management. Working with a TWFG agent can help customers get competitive rates and the right coverage for their unique situation.
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Infographic showing various Twfg job openings in the United States as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% Physical job distribution.
Associate Account Executive

Associate Account Executive

TWFG Insurance

The Woodlands, TX • On-site

$45K - $55K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 26 days ago

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Job description

TWFG is seeking an Associate Account Executive to support, train and help develop our network of independent agents by providing training and guidance with carrier appetites, systems and internal procedures. This role is ideal for an insurance professional looking for career growth while gaining hands-on experience with agent relationships, training, and product placement—building a foundation toward advancement to an Account Executive role.

Key Responsibilities

  • Support agents with carrier appetite and business placement guidance
  • Deliver training on systems, workflows, and carrier guidelines
  • Stay current on carrier products, pricing, and industry changes
  • Conduct follow-up with new branches and assist with ongoing development
  • Complete semi-annual appointment reviews and identify growth opportunities
  • Encourage agent participation in webinars and training sessions
  • Document and track activity in CRM
  • Work with agents to achieve audit compliance

Qualifications

  • 3+ years of P&C insurance experience
  • Active P&C license
  • Experience quoting, binding, and servicing policies in the Independent Market
  • Familiarity with AMS and comparative raters (EZLynx a plus)
  • Strong communication and relationship-building skills

Compensation:

In addition to a salary commensurate with position and experience, TWFG offers a full range of benefits including:

  • Medical/Dental/Vision Insurance
  • Life Insurance
  • 401K with a matching component
  • LTD – (employer paid)
  • Education reimbursement based on tenure
  • Paid Time Off
  • 9 Paid Holidays a year

Why Join TWFG?

  • Clear path for career growth and advancement
  • Exposure to carrier partnerships and agency operations
  • Collaborative, agent-focused culture

TWFG – Our Policy is Caring!

The TWFG family is committed to taking care of our customers, our communities, our agents, and all our branches nationwide. If you are interested in joining the next generation of insurance professionals, you have found the right place.

Equal Employment Opportunities

TWFG is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, or any other protected characteristic.

Disclaimer

This job description is not intended to cover all activities, duties, responsibilities and standards of the position and may change at any time with or without notice. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor.

TWFG (NASDAQ: TWFG) is a high-growth, independent distribution platform for personal and commercial insurance in the United States and represents hundreds of insurance carriers that underwrite personal lines and commercial lines risks. For more information, please visit twfg.com

Company Description

The Woodlands Financial Group (TWFG) is a national, public organization headquartered in The Woodlands, Texas with over 300 retail offices in 16 states, and 2200 wholesale independent agents in 38 states.