Licensed Insurance Sales Agent

The role

You will guide customers through quoting, comparing, and binding Home, Auto, Umbrella, and Flood insurance. You will engage with inbound leads to build relationships and deliver value.

What you will do

• Conduct client assessments to evaluate insurance needs and potential risk
• Meeting/Exceeding Sales goals by Policy Premium
• Recommend appropriate personal lines insurance products
• 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 processing of applications

Required qualifications

• 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
• 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
• 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

Nice to have

• 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
• Previous experience in sales or customer service

Benefits

• Medical, dental, and vision health care plans
• Flexible Vacation Time Off + 11 holidays + holiday company shutdown
• New Parent Leave
• Mental health support
• Paid sabbatical after 5 years
• Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution
• Monthly Wellness Stipend
• Cell Phone Stipend
• Wifi Stipend (Only remote Nerds are eligible)
• Work from home equipment stipend and co-working space subsidy (Only remote Nerds are eligible)
• 401K with 4% company match
• Disability and Life Insurance with employer-paid premiums

About the company

NerdWallet is a company on a mission to bring clarity to all of life's financial decisions. They have built an inclusive, flexible, and candid culture.