Insurance Sales Agent at NerdWallet

Los Angeles, California, United States

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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

Insurance Sales

Client Assessment

Risk Evaluation

Auto Insurance

Home Insurance

Life Insurance

Health Insurance

Policy Applications

Policy Renewals

Claims Support

Regulatory Compliance

Cross-Selling

Customer Service

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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