NerdWallet
Insurance
LicensedInsuranceSalesAgent
Neural analysis suggests this role is
optimal for Entry candidates.
“Licensed Insurance Sales Agent at NerdWallet. Skills: Property and Casualty Insurance License, Quoting, Selling, Servicing personal lines insurance products, Understanding of relevant insurance products and regulations, Client assessments, Sales goals, Product recommendation, Policy explanation, Application preparation, Policy renewals, Claims support, Industry updates, Client relationships, Revenue growth, Sales targets, Client retention, Accurate documentation, Timely processing, Sales perform”
Industry & Context.
Problem-solving; 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 2 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
Full Job Description
At NerdWallet, we’re on a mission to bring clarity to all of life’s financial decisions and every great mission needs a team of exceptional Nerds. We’ve built an inclusive, flexible, and candid culture where you’re empowered to grow, take smart risks, and be unapologetically yourself (cape optional). Whether remote or in-office, we support how you thrive best. We invest in your well-being, development, and ability to make an impact because when one Nerd levels up, we all do. NerdWallet is excited to introduce NerdWallet Insurance Experts—a brand-new segment of NerdWallet designed to help consumers make the smartest choices with their money by simplifying insurance shopping. As NerdWallet’s Property & Casualty insurance agency, we focus exclusively on personal lines products. As a Licensed Insurance Agent, you’ll play a key role in this launch by guiding customers through quoting, comparing, and binding Home, Auto, Umbrella, and Flood insurance from our network of trusted carrier partners. Unlike traditional sales roles, you’ll engage daily with a steady flow of high-intent inbound leads generated by NerdWallet, empowering you to focus on building relationships and delivering value. This is your opportunity to get in on the ground floor of a growing team and make an impact early. WHERE YOU CAN MAKE AN IMPACT: - 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 proce
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