Insurance Sales Associate

Cornerstone Insurance Agency, a division of Cornerstone Capital Bancorp, Inc., is a best-in-class insurance agency known for exceptional service, customer satisfaction, and strong employee retention. Cornerstone Capital Bancorp, Inc. (CCBI) is a Texas-based bank holding company formed in 2025, serving as the parent company for Cornerstone Capital Bank, SSB (CCB). With the recent acquisition of Peoples Bancorp, Inc. in March 2026, CCBI now manages $3.8 billion in total assets and $360 million in stockholder’s equity. Cornerstone Home Lending, Inc. (CHL), founded in 1988, was rebranded as Cornerstone Capital Bank, SSB, following its acquisition of The Roscoe State Bank in 2022. With over three decades of experience and 700,000 satisfied families served, CHL is a premier national lender recognized for outstanding customer service and team member satisfaction.

About the role

The Associate Insurance Sales Agent is responsible for completing training, developing product knowledge, and learning agency sales processes to transition into a successful insurance sales role. During the onboarding and ramp-up period, the associate will gain hands-on experience in customer interactions, quoting processes, coverage analysis, and sales techniques while working closely with agency leadership and experienced producers.

Responsibilities

• Contact potential clients to expand your customer base.
• Interview prospective clients to assess their financial situation and discuss existing coverage.
• Explain various insurance policies and products to potential and existing clients; guide clients in selecting coverage to best meet their needs.
• Suggest modifications and updates to clients’ existing insurance policies.
• Build customized insurance policies and packages to meet client needs.
• Complete all required licensing, onboarding, and agency training programs.
• Learn agency systems, carrier products, quoting platforms, and sales workflows.
• Participate in customer calls, meetings, and role-playing exercises to develop consultative selling skills.
• Observe and assist experienced agents in gathering customer information and identifying insurance needs.
• Learn how to evaluate clients' financial situations, existing coverages, and risk exposures.
• Develop the ability to explain insurance products, coverage options, and policy benefits effectively.
• Practice creating customized insurance solutions designed to meet client needs.
• Build proficiency in prospecting, lead management, follow-up activities, and customer relationship management.
• Progressively assume responsibility for handling customer interactions, generating quotes, and closing business as proficiency increases.
• Demonstrate continuous growth toward achieving individual sales and service performance expectations.

Requirements

• High school diploma or equivalent.
• General Lines License (preferred).
• Experience with managing customer relationships.
• Experience with CRM systems.

Skills

• Entrepreneurial spirit.
• Problem-solving mindset.
• Self-motivated with a hands-on, self-starter approach.
• Excellent time management abilities.
• High level of attention to detail and organizational skills.
• Driven by results and committed to continuous improvement.
• Demonstrating integrity and fostering honest communication.

Benefits

• Competitive salary.
• Medical, dental, and vision insurance.
• Accidental Death and Dismemberment (AD&D) coverage.
• Long-Term and Short-Term Disability insurance.
• Flexible Spending Account (FSA) and Health Savings Account (HSA).
• 401K retirement plan.
• Basic Life and Voluntary Life insurance.
• Paid Parental Leave.
• Performance-based bonus opportunities.