Business Development Representative

About the Job
Company Description
Houtmart is a Texas-based insurance agency specializing in commercial insurance for businesses operating in complex, high-risk environments across more than 15 states. The company focuses on helping business owners protect what they have built and plan for a secure future through personalized guidance. By partnering with multiple A-rated insurers, Houtmart designs tailored coverage strategies aligned with each client's operations, contracts, and growth plans. Its core offerings include commercial auto and general liability insurance, commercial property coverage, cargo insurance, and risk management support. Houtmart proudly serves a diverse client base, offers bilingual support in English and Spanish, and is committed to transparency, trust, and long-term protection for businesses of all sizes and backgrounds.
Role Description
The Sales and Service Representative is a full-time, remote position responsible for supporting prospective and existing insurance clients throughout the entire sales cycle. Daily tasks include responding to inquiries, explaining coverage options, assisting with quotes, applications, renewals, and endorsements, and ensuring clients understand policy terms, limits, and exclusions. The role involves maintaining accurate client records, following up with leads, coordinating with underwriting and insurance partners, and proactively identifying opportunities to strengthen coverage or reduce risk. The Sales and Service Representative will communicate regularly via phone, email, and virtual meetings, provide clear and professional customer service, and contribute to meeting the team's sales and retention goals. This position involves simplifying complex insurance concepts and providing guidance to clients.
Qualifications
Customer service and client relations skills, including responsive communication, active listening, and professional follow-up.
Sales and account management capabilities, such as lead qualification, quote support, renewal coordination, and retention-focused outreach.
Knowledge of insurance, basic underwriting principles, and policy documentation (prior experience in Property & Casualty (P&C) or commercial auto insurance preferred).
Administrative and organizational skills, including accurate data entry, use of CRM or agency management systems, task prioritization, and attention to detail.
Communication skills, including clear written and verbal communication, the ability to explain complex concepts simply, and comfort with phone and virtual interactions.
Technical proficiency with standard office software (e.g., email, spreadsheets, document tools) and the ability to learn new digital platforms used for remote work.
Bilingual proficiency in English and Spanish is strongly preferred, particularly for client conversations and document explanations.
Ability to work independently in a remote environment, manage time effectively, and collaborate with a distributed team.
Prior insurance experience is valued.

Work arrangement
Yes