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.

Where you can make an impact:

• 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.

Your experience:

• 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

Skills:

• 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 Qualifications:

• Previous sales or customer service experience

Where:

• Work at least 40 hours per week from one of our NerdWallet offices in New York or Phoenix, or a hybrid model of split time between in office and home location (Minimum 3 days weekly). Utilizing hybrid working software for internal communications (ie Google Docs, Zoom, Slack, etc) and will spend the majority of their time utilizing the company provided laptop for work productivity and communication

What we offer:

Work Hard, Stay Balanced (Life’s a series of balancing acts, eh?)

• Industry-leading medical, dental, and vision health care plans for employees and their dependents

• Rejuvenation Policy – Vacation Time Off + 11 holidays + 4 Mental Health Days Off

• 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 for Nerds to recharge, gain knowledge and pursue their interests

• Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution

• Monthly Wellness Stipend, Cell Phone Stipend, and Wifi Stipend 

• Work from home equipment stipend and co-working space subsidy

Have Some Fun! (Nerds are fun, too)

• Nerd-led group initiatives – Employee Resource Groups for Parents, Diversity, and Inclusion, Women, LGBTQIA, and other communities

• Hackathons and team events across all teams and departments

• Company-wide events like NerdLove (employee appreciation) and our annual Charity Auction 

• Our Nerds love to make an impact by paying it forward – Take 8 hours of volunteer time off per quarter and donate to your favorite causes with a company match

Plan for your future (And when you retire on your island, remember the little people)

• 401K with company match

• Be the first to test and benefit from our new financial products and tools

• Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar

• Disability and Life Insurance with employer-paid premiums

If you are based in California, we encourage you to read this important information for California residents linked here.

NerdWallet is committed to pursuing and hiring a diverse workforce and is proud to be an equal opportunity employer. We prohibit discrimination and harassment on the basis of any characteristic protected by applicable federal, state, or local law, so all qualified applicants will receive consideration for employment.  

NerdWallet will consider qualified applicants with a criminal history pursuant to the California Fair Chance Act and the San Francisco Fair Chance Act, which requires this notice, as well as the Los Angeles Fair Chance Act, which requires this notice.

NerdWallet participates in the Department of Homeland Security U.S. Citizenship and Immigration Services E-Verify program for all US locations. For more information, please see:

• E-Verify Participation Poster (English+Spanish/Español)

• Right to Work Poster (English) / (Spanish/Español) 

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