Licensed Insurance Sales Agent

Day-to-day activities include

• Client consultations and quoting
• Policy comparisons and application processing
• Lead follow-ups, policy renewals, and claims support
• Compliance with licensing and industry standards
• Ongoing training and product knowledge development

Your experience

• Active Property and Casualty Insurance License
• Minimum of 1 year experience as a P&C insurance agent; 3-5+ years for Level II agent
• High school diploma or equivalent
• Familiarity with personal lines insurance carriers and their underwriting processes
• Independent agency (or similar) background in personal lines, with demonstrated success quoting/binding across a multi-carrier marketplace required for Level II agent, preferred for Level I
• 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

Key Skills

• Strong written and verbal communication
• Customer service and relationship-building
• Sales acumen and persuasive abilities
• Strong organizational skills and attention to detail
• Problem-solving and claims resolution

Preferred Qualifications

• Previous experience in sales or customer service

Where

• This role will be remote (based in the U.S.).
• We believe great work can be done anywhere. No matter where you are based, NerdWallet offers benefits and perks to support the physical, financial, and emotional well being of you and your family.