Insurance

• Licensed Insurance Agents assist NerdWallet customers with quoting, comparing, and binding insurance products available in our carrier market. They also assist with servicing newly bound policies and cross-sell other essential products customers may need.
• The Licensed Insurance Agent helps individuals and businesses find the right insurance coverage to meet their needs. Their main responsibilities include assessing client needs, explaining policy options, assisting with applications, and managing policy renewals. They also provide support during claims and ensure compliance with insurance laws and regulations. Additionally, they may 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.
• Impact: Safeguard clients against financial loss through the implementation of appropriate insurance coverage. Establish and nurture strong, enduring client relationships based on trust and mutual respect. Contribute to the expansion of the business and the generation of revenue for the agency or company.
• 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.
• Regular and ongoing activities: 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.

Insurance Sales Agent

Job Level

About the role

Requirements

Database Conversion Manager

Inside Sales - Outbound, Inbound and Retention

Associate, Customer Engagement

Client Services Manager, Workforce Development Team

Director, Correspondent Banking, SVP