Commercial Lines Sales Agent - Direct Distribution
NationwideSalary not specified
Full Time
Mid-level (3 to 4 years), Senior (5 to 8 years)
Not SpecifiedCompensation
Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Insurance, Financial ServicesIndustries
Requirements
- Valid Property and Casualty Insurance Agent License
- Insurance Agent II - minimum of 3 years of insurance agent experience required
- High school diploma or equivalent
- Basic computer proficiency (use of CRM software, email, and quoting tools)
- Knowledge of insurance products and regulations
- Experience quoting, selling, servicing Personal Lines Insurance Products
- Familiarity with many personal lines insurance carriers, products and their underwriting process
- Strong communication skills (verbal and written, to explain policies clearly)
- Customer service skills (ability to build trust and maintain relationships)
- Sales skills (persuasive and goal-oriented, with knowledge of sales techniques)
- Organizational skills (manage multiple clients, documents, and deadlines)
- Attention to detail (ensure accuracy in applications and compliance documents)
- Problem-solving ability (assist clients with claims and policy issues)
- Preferred: Previous sales or customer service experience
- Work at least 40 hours per week from one of our NerdWallet offices in New York or Phoenix, or a hybrid model (minimum 3 days weekly)
- Utilizing hybrid working software for internal communications (e.g., Google Docs, Zoom, Slack) and company provided laptop
Responsibilities
- Assist NerdWallet customers with quoting, comparing, and binding insurance products available in our carrier market
- Assist with servicing newly bound policies and cross-sell other essential products customers may need
- Help individuals and businesses find the right insurance coverage to meet their needs
- Assess client needs, explain policy options, assist with applications, and manage policy renewals
- Provide support during claims
- Ensure compliance with insurance laws and regulations
- Handle sales and marketing to attract new clients
- Conduct comprehensive client assessments to determine insurance requirements and evaluate potential risks
- Recommend suitable insurance products including, but not limited to, auto, home, life, and health
- Provide clear and concise explanations of policy terms, coverage limits, and premium costs
- Prepare and submit insurance applications and associated documentation in accordance with established procedures
- Manage and facilitate the renewal of client policies as required
- Offer support to clients throughout the claims process and maintain ongoing customer service
- Remain informed of current insurance products, legislation, and regulatory compliance mandates
- Conduct daily client consultations and interactions
- Provide policy quotes and comparative analyses
- Complete and process insurance applications
- Conduct follow-up activities for leads, renewals, and claims
- Adhere to all licensing and regulatory standards
- Engage in continuous professional development and product training
- Consistently achieve sales targets for insurance policies
- Ensure the accuracy and timeliness of client information and application processing
- Maintain a high rate of client retention and successful policy renewals
- Submit regular reports on sales performance and other relevant metrics
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
What license is required for this Insurance Sales Agent role?
A valid Property and Casualty Insurance Agent License is required.
What experience level is needed for the Insurance Agent II position?
A minimum of 3 years of insurance agent experience is required.
Is this a remote or hybrid position?
This is a hybrid position.
What key skills are needed for this role?
Strong communication skills (verbal and written), customer service skills, basic computer proficiency, and knowledge of insurance products and regulations are required.
What is the salary or compensation for this position?
This information is not specified in the job description.
NerdWallet
Financial guidance platform for personal finance
About NerdWallet
NerdWallet helps individuals make informed financial decisions by providing resources and tools for comparing credit cards, mortgages, personal loans, and insurance. The platform is user-friendly, featuring calculators and educational content that simplify complex financial concepts. Unlike competitors, NerdWallet operates on an affiliate marketing model, allowing it to offer services for free while earning revenue through partnerships with financial institutions. The company's goal is to empower consumers to manage their finances better by providing clear and comprehensive information.
San Francisco, CaliforniaHeadquarters
2009Year Founded
$67.1MTotal Funding
IPOCompany Stage
Fintech, Financial ServicesIndustries
501-1,000Employees
Benefits
Health and wellness
Retirement support
True work-life balance
Career development
Employee resource groups
Employee engagement
Risks
Next Door Lending's past compliance issues pose potential regulatory risks for NerdWallet.
Affiliate marketing reliance may be threatened by shifts in financial institutions' budgets.
Intensifying competition in personal finance could erode NerdWallet's market share.
Differentiation
NerdWallet offers personalized, unbiased financial advice to empower consumer decision-making.
The platform integrates financial tools and expert content for comprehensive financial guidance.
NerdWallet's user-friendly design simplifies complex financial concepts for a broad audience.
Upsides
Growing demand for financial literacy tools boosts NerdWallet's user engagement.
Partnerships with fintech firms enhance NerdWallet's comprehensive financial solutions.
Rising interest in ethical investing aligns with NerdWallet's tailored advice offerings.
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