Licensed Insurance Sales Agent

About the Role

Day-to-day activities will include client consultations, policy comparisons, and application processing. You'll also be responsible for meeting or exceeding sales targets and maintaining high client retention. As part of a growing team, you'll have the opportunity to make an impact early and contribute to revenue growth.

Nerdwallet is committed to creating an inclusive and flexible work environment. With a hybrid model that allows for remote work, you'll have the freedom to thrive in the way that works best for you. The company invests in the well-being, development, and ability of its employees to make an impact, and when one team member succeeds, the whole team succeeds.

What You Will Do

• Conduct client assessments to evaluate insurance needs and potential risk
• Meet or exceed sales goals by policy premium
• Recommend appropriate products, including auto, home, life, and health insurance
• Clearly explain policy terms, coverage, and pricing to clients
• 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
• Ensure accurate documentation and timely processing of applications
• Report on sales performance and relevant metrics

What We Are Looking For

• 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 skills
• Customer service and relationship-building skills

Nice to Have

• Previous experience in sales or customer service
• Independent agency background in personal lines
• Demonstrated success quoting and binding across a multi-carrier marketplace
• Familiarity with Google Docs, Zoom, and Slack

Benefits and Perks

• Non-exempt, hourly role with additional uncapped commission-based earnings
• On-target earnings reflect the expected total compensation, combining base pay and commissions
• Insurance Agent I - Base Pay: $55,000 annually
• Commission: $33,333 projected Incentives based on quota
• Ongoing training and development opportunities
• Flexible work environment with remote options
• Access to company-provided laptop and communication tools
• Health and wellness benefits
• Paid time off and holidays

• Make sure you have an active Property and Casualty Insurance License before applying.
• Highlight your experience with personal lines insurance carriers and underwriting processes in your resume and cover letter.
• Be prepared to talk about your sales acumen and customer service skills during the interview process.
• Research Nerdwallet's products and services to demonstrate your knowledge and enthusiasm for the company.
• Consider creating a portfolio that showcases your experience with insurance policies and customer relationships.
• Don't be afraid to ask about the company culture and work environment during the interview.
• Be specific when discussing your experience with CRM tools, email platforms, and quoting software, and provide examples of how you've used them in previous roles.