Insurance Agent

The successful candidate for this position enjoys working with people and finds satisfaction in problem-solving.

Essential Responsibilities:

• Build and maintain rapport with prospective clients, clients, and co-workers
• Handle inquiries and requests in a prompt, professional manner
• Maintain records of interactions and actions taken on accounts
• Educate prospective and existing clients about insurance products and options
• Market coverage with various carriers to obtain formal coverage proposals
• Present proposals and onboard new clients
• Conduct client coverage reviews
• Conduct day-to-day account servicing
• Process and review policy changes and renewals
• Report claims and assist with claim resolution
• Handle billing inquiries
• Process cancellations and offboard clients
• Assist carriers with inquiries on client accounts

• Work well in a team environment and independently
• Willing to take the initiative on tasks and be self-motivated
• Organized and detail oriented
• Ability to maintain strict confidentiality
• Able to communicate clearly and kindly with colleagues and clients
• Willing to learn and share knowledge
• Willing to work within designated platforms including Nexsure agency management system, Microsoft Outlook, Microsoft Teams, and various carrier websites.
• Prior insurance experience including Property & Casualty and/or Life & Health license is preferred

• Disability insurance
• Flexible schedule
• Health insurance
• Paid time off

• Insurance Producer License (Preferred)

• The work location is primarily in-office and there is an opportunity to work remotely part of the time, if you are a self-starter.