NerdWallet
Insurance
LicensedInsuranceSalesAgent
“Licensed Insurance Sales Agent at NerdWallet. Skills: Sales, Insurance, Customer Service, Relationship-building, Quoting, Binding. Conduct client assessments to evaluate insurance needs and potential risk. Meeting/Exceeding Sales goals by Policy Premium”
What You'll Achieve.
Meeting/Exceeding Sales goals by Policy Premium; Meet or exceed sales targets and maintain high client retention; Report on sales performance and relevant metrics
Industry & Context.
Problem-solving and claims resolution
What They're Looking For.
Must Have
Active Property and Casualty Insurance License, Minimum of 1 year experience as a P&C insurance, 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
3-5+ years for Level II agent, Independent agency (or similar) background in personal lines, with demonstrated success quotinginding across a multi-carrier marketplace required for Level II agent, preferred for Level, Previous experience in sales or customer service
What You'll Do.
Conduct client assessments to evaluate insurance needs and potential risk
Meeting/Exceeding Sales goals by Policy Premium
Recommend appropriate products including auto
Clearly explain policy terms
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
Build 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
Client consultations and quoting
Policy comparisons and application processing
Compliance with licensing and industry standards
Ongoing training and product knowledge development
How You'll Work.
Communication Scope
written and verbal communication; Clearly explain policy terms, coverage, and pricing
Applying for this Licensed Insurance Sales Agent role?
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How to Apply on Ashby
- Ashby is a fast modern ATS — most applications take under 3 minutes.
- The resume parser is strong; verify parsed experience dates and job titles.
- Custom screening questions are often scored algorithmically — answer completely.
- Location field affects geo-based screening; use your actual metro area.
ANONYMOUS · UNFILTERED
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