Insurance Sales Associate

***No agencies or 3rd party Recruiters please. Thank you!***

Who we are:

Cornerstone Insurance Agency, a division of Cornerstone Capital Bancorp, Inc. and is a best-in-class insurance agency with a reputation for amazing service, customer satisfaction, employee retention and happiness!

Cornerstone Capital Bancorp, Inc. (CCBI) is a bank holding company that was formed in 2025 as a Texas corporation for the purpose of pursuing business opportunities in financial services and for serving as a bank holding company for Cornerstone Capital Bank, SSB (CCB). CCBI is headquartered in Houston, Texas. CCBI recently closed the acquisition of Peoples Bancorp, Inc. in March 2026 and currently has $3.8 billion in total assets and $360 million of total stockholder's equity.

On October 1, 2022, Cornerstone Home Lending, Inc. (CHL) acquired The Roscoe State Bank. Upon completion of the acquisition CHL changed its name to Cornerstone Capital Bank, SSB, as the successor organization to CHL. CHL was created in 1988 with the purpose of making a positive difference in the lives of others through the platform of home lending. Over three decades and over 700,000 satisfied families later, we are humbled to be a premier national lender with the highest ratings for customer service and team member satisfaction. Through helping our Team Members build individual legacies of service and kindness, our positive impact on others will continue to grow.

We honor God by using our talents to make a positive difference in the lives of our Team Members, Clients, Shareholders, Communities, and the People who provide services to us.

Who we are looking for:

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

Key Responsibilities:

• Contact potential clients to expand their own customer base
• Interview prospective clients to get information about 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.

What you'll need to be successful:

• High school Diploma or equivalent
• General Lines License (Preferred)
• Experience with managing customer relationships
• Experience with CRM systems
• 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

What we offer:

Because we recognize and reward hard work, we offer a competitive salary, Medical, Dental, Vision, , Accidental Death, Long-Term Disability, Short-Term Disability, FSA, HSA, 401K, Basic Life, Voluntary Life, and Paid Parental Leave benefits, as well as the opportunity for a performance based bonus based on position and department.

What to do next:

If Cornerstone sounds like the place for you (and if you have the qualifications, drive, and passion to match), we invite you to become a member of our winning team! And remember, once you're a part of our Cornerstone team, we'll continue to invest in you as a valuable asset to our company. As many of our team members can tell you, there's something special about working at Cornerstone.