Licensed Insurance Sales Agent
About The Position
NerdWallet is launching a new segment called NerdWallet Insurance Experts, focused on helping consumers make smart financial decisions by simplifying insurance shopping. As a Licensed Insurance Agent, you will be instrumental in this launch, guiding customers through the process of quoting, comparing, and binding Home, Auto, Umbrella, and Flood insurance from a network of carrier partners. This role involves working with high-intent inbound leads generated by NerdWallet, allowing you to concentrate on building relationships and providing value. This is an opportunity to join a growing team at its inception and make a significant early impact.
Requirements
- Active Property and Casualty Insurance License
- Minimum of 1 year experience as a P&C insurance 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 Haves
- 3-5+ years for Level II agent
- 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
Responsibilities
- Conduct client assessments to evaluate insurance needs and potential risk
- Meet/Exceed 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
- 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
Benefits
- Industry-leading medical, dental, and vision health care plans for employees and their dependents
- Flexible Vacation Time Off
- 11 holidays
- Holiday company shutdown
- New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care
- 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
- Co-working space subsidy (Only remote Nerds are eligible)
- 401K with 4% company match
- Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar
- Disability and Life Insurance with employer-paid premiums
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
