Insurance Sales Agent

Licensed Insurance Agents assist NerdWallet customers with quoting, comparing, and binding insurance products available in our carrier market. They also assist with servicing newly bound policies and cross-sell other essential products customers may need.The Licensed Insurance Agent helps individuals and businesses find the right insurance coverage to meet their needs. Their main responsibilities include assessing client needs, explaining policy options, assisting with applications, and managing policy renewals. They also provide support during claims and ensure compliance with insurance laws and regulations. Additionally, they may handle sales and marketing to attract new clients.Where you can make an impact:Conduct comprehensive client assessments to determine insurance requirements and evaluate potential risks. Recommend suitable insurance products including, but not limited to, auto, home, life, and health. Provide clear and concise explanations of policy terms, coverage limits, and premium costs. Prepare and submit insurance applications and associated documentation in accordance with established procedures. Manage and facilitate the renewal of client policies as required.Offer support to clients throughout the claims process and maintain ongoing customer service.Remain informed of current insurance products, legislation, and regulatory compliance mandates.Impact: Safeguard clients against financial loss through the implementation of appropriate insurance coverage. Establish and nurture strong, enduring client relationships based on trust and mutual respect. Contribute to the expansion of the business and the generation of revenue for the agency or company.Consistently achieve sales targets for insurance policies. Ensure the accuracy and timeliness of client information and application processing. Maintain a high rate of client retention and successful policy renewals. Submit regular reports on sales performance and other relevant metrics.Regular and ongoing activities: Conduct daily client consultations and interactions. Provide policy quotes and comparative analyses. Complete and process insurance applications. Conduct follow-up activities for leads, renewals, and claims. Adhere to all licensing and regulatory standards. Engage in continuous professional development and product training.Your experience:Valid Property and Casualty Insurance Agent License - minimum of 1 year of insurance agent experience requiredHigh school diploma or equivalentBasic computer proficiency (use of CRM software, email, and quoting tools)Knowledge of insurance products and regulationsExperience Quoting, selling, servicing Personal Lines Insurance ProductsFamiliarity with many personal lines insurance carriers, products and their underwriting processSkills:Strong communication skills (verbal and written, to explain policies clearly)Customer service skills (ability to build trust and maintain relationships)Sales skills (persuasive and goal-oriented, with knowledge of sales techniques)Organizational skills (manage multiple clients, documents, and deadlines)Attention to detail (ensure accuracy in applications and compliance documents)Problem-solving ability (assist clients with claims and policy issues)Preferred Qualifications:Previous sales or customer service experienceWhere:Work at least 40 hours per week from one of our NerdWallet offices in New York or Phoenix, or a hybrid model of split time between in office and home location (Minimum 3 days weekly). Utilizing hybrid working software for internal communications (ie Google Docs, Zoom, Slack, etc) and will spend the majority of their time utilizing the company provided laptop for work productivity and communicationWhat we offer:Pay Transparency:This is a non-exempt, hourly role with additional commission-based earnings. On-target earnings (OTE) reflect the combination of hourly base pay and commission potential.Insurance Agent I (AZ): $75,000 OTE (Base hourly rate: $21.63 + Commission)Insura ... (truncated, view full listing at source)