Licensed Insurance Sales Agent
N
NerdWalletInsurance
This role will be remote (based in the U.S.).Full-TimeMiddle
Salary45,000 - 85,000 USD per year
Apply NowOpens the employer's application page
Job Details
- Experience
- Minimum of 1 year experience as a P&C insurance agent; 3-5+ years for Level II agent
- Required Skills
- CRM
Requirements
- Active Property and Casualty Insurance License
- Minimum of 1 year experience as a P&C insurance 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
Responsibilities
- Conduct client assessments to evaluate insurance needs and potential risk
- Meet/Exceed 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
- Ensure accurate documentation and timely processing of applications
- Report on sales performance and relevant metrics
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