Responsibilities
- Conduct client assessments to evaluate insurance needs and potential risk
- Meeting/Exceeding Sales goals by Policy Premium
- Recommend appropriate products including auto, home, life, and health insurance
- Clearly explain policy terms, coverage, and pricing
- Prepare and submit insurance applications and related documentation
- Manage policy renewals and support clients through the claims process
- Stay informed on current products, compliance requirements, and industry updates
- Build strong client relationships and contribute to revenue growth
- Meet or exceed sales targets and maintain high client retention
- Ensure accurate documentation and timely processing of applications
- Report on sales performance and relevant metrics
Requirements
- Active Property and Casualty Insurance License
- Minimum of 1 year experience as a P&C insurance agent; 3-5 years for level 2 agent
- High school diploma or equivalent
- Familiarity with personal lines insurance carriers and their underwriting processes
- Proficiency in CRM tools, email platforms, and quoting software
- Experience quoting, selling, and servicing personal lines insurance products
- Understanding of relevant insurance products and regulations
Nice to Have
- Independent agency (or similar) background in personal lines, with demonstrated success quoting/binding across a multi-carrier marketplace required for Level II agent, preferred for Level I
- Previous experience in sales or customer service
Additional Information
- This is a full-time role requiring a minimum of 40 hours per week.
- You’ll use NerdWallet's communication and productivity tools such as Google Docs, Zoom, and Slack, and a company-provided laptop.
