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TWFG Insurance

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Inside Sales & Support Associate - P&C Insurance

The Woodlands, TX · On-site

$24.04 - $31.25/hr

At TWFG, we are committed to delivering exceptional service and building strong partnerships with our agents. This role plays a critical part in supporting both personal and commercial lines growth ...

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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 June 2026, with employment types broken down into 100% Full Time. Highlights an 100% Physical job distribution.
Account Manager Insurance

Account Manager Insurance

TWFG Insurance

The Woodlands, TX • On-site

$20 - $21/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 23 days ago

Job description

Represent the company in a professional, courteous manner by providing excellent customer service to prospective clients, policyholders and other departments in the organization. Assist producers in servicing potential and existing clients by providing quotes, re-shopping business, processing endorsements, providing proof of insurance, taking payments, answering billing questions and performing other service work.

Essential Responsibilities

  • Retain business by calling out on all renewals and cancels to keep business in-force with agency/company.
  • Review current customer insurance accounts to identify additional insurance needs and cross-sell additional products.
  • Provide education and answers to prospective clients and existing policyholders regarding insurance coverages.
  • Create and provide quotes for new business, endorsements and renewals for various lines of business.

Key Internal & External Partners

  • Agents
  • Carriers
  • Internal TWFG department teammates

Key Performance Indicators (KPIs)

  • Client Retention at or above 91%
  • Cross-sell existing clients to replace cancelled policies within your book of business

Education & Experience

  • High School degree or GED
  • Prefer 2-3 years insurance agency experience.
  • Strong computer skills paired with solid customer service and listening skills.
  • Able to multi-task and switch gears as needed to adapt to changes, delays or unplanned events.
  • Able to work long hours when necessary to meet goals.
  • Demonstrate ability to accept responsibility for own actions and follow through on commitments.
  • Enjoy working in a team environment and achieving daily goals.

Certifications/Licenses

  • Property & Casualty Insurance License (Required)
  • Life/Health Insurance License (Preferred)

Behavioral Competencies

  • Pride and Ownership: Take Pride and Ownership in work you deliver
  • Customer Service: Deliver personalized, friendly and engaging service
  • Dependability: Follows through on responsibilities and maintains consistent work quality.
  • Teamwork: Work collaboratively with co-workers to ensure timely and accurate commission processing

Technical Competencies

  • Technical Proficiency: Solid working knowledge of systems – agency management system, comparative rater and carrier underwriting systems.
  • Communications: Strong verbal and written communication skills using high emotional intelligence when working with agents, carriers, and internal team members.
  • Accuracy & Attention to Detail: Maintains high standards when entering and reconciling data.
  • High Volumes & Fast Pace: Comfortable handling high volumes of data in a fast-paced environment.
  • Time Management: Prioritizes tasks to meet department deadlines and processing cycles.
  • Adaptability: Shift priorities, manage multiple responsibilities, and adapt to changes quickly.
  • Problem Solving: Identifies discrepancies quickly and take corrective action or escalation appropriately.

Work Environment & Physical Requirements

  • Office setting onsite
  • Ability to remain in a stationary position for prolonged periods
  • Ability to operate a computer and standard office equipment
  • Ability to lift to 10–20 lbs. (paper boxes, office supplies)
  • Visual acuity required for reviewing financial data
  • Standard office noise levels
  • Minimal Travel requirements
  • Work Schedule: Monday–Friday, 8:00 AM–5:00 PM
  • Overtime as required & approved

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.

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.