Licensed Insurance Sales Agent

External

Nerdwallet · New York City

Full-timeRemote2w ago

ComplianceCRMDocumentation

Cover Letter Connect

Prepare for this interview

Elite

AI-generated questions, company research, and talking points tailored to this role

Requirements

Previous experience in sales or customer service
Where:
This is a full-time role requiring a minimum of 40 hours per week. Work may be performed:
In a hybrid model, with at least 3 days per week in-office (New York Financial District)
You'll use NerdWallet's communication and productivity tools such as Google Docs, Zoom, and Slack, and a company-provided laptop.

Additional Information

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 processing of applications Report on sales performance and relevant metrics 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

Licensed Insurance Sales Agent

Requirements

Benefits

Additional Information

Your Match

Company Intel

What employees say

Interested in this role?