Elite Agent

Atlantic District; Bridgeport (CT); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Work from Home

Flexible Schedule

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Parental Leave

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Job summary

The Atlantic District in Bridgeport, CT is seeking an Elite Agent to join our team. You will engage with local residents and business owners, assess their risk needs, and tailor insurance solutions that fit their goals.

Build lasting relationships and provide thoughtful, personal advice in a welcoming office environment. You’ll manage accounts, conduct annual policy reviews, and participate in community events to raise the firm's visibility.

Qualifications

• Active Property & Casualty Insurance License in Connecticut.
• 3+ years of experience in consultative sales.
• Proficient with CRM tools and proposal software.

Responsibilities

• Engage with local residents and business owners to understand their risk management needs.
• Develop and present comprehensive insurance solutions that align with client goals.
• Manage a portfolio of existing accounts by conducting annual policy reviews and proactive updates.
• Actively participate in community events in Bridgeport to build visibility for the firm.
• Navigate underwriting guidelines to find the best coverage options for clients.
• Maintain accurate records in our CRM to ensure seamless service and follow-up.

Skills

Consultative sales

Client relationship building

CRM software proficiency

Prospecting & lead generation

Education

Property & Casualty Insurance License (CT)

Tools

CRM tools

Proposal software

Job description

Job Description

At The Atlantic District, we believe that insurance is about more than just numbers and policies; it is about providing the people of Bridgeport with the confidence to build their lives and businesses. We are currently looking for an Elite Agent to join our team—someone who views their career as a way to make a meaningful difference in our local community. We have worked hard to build a culture that is warm, welcoming, and centered on the success of our individual agents. You won't find a rigid, cold corporate environment here. Instead, you will find a supportive space where your voice is heard, your expertise is respected, and your growth is genuinely encouraged. As an Elite Agent, you will be the face of our firm, building lasting relationships and providing the kind of thoughtful, personal advice that our clients have come to rely on. If you enjoy connecting with people and thrive in an environment that values professional integrity and personal connection, we would love to welcome you into our office to discuss how we can grow together.

Benefits

• Paid Time Off (PTO)
• Work from Home
• Flexible Schedule
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Disability Insurance
• Parental Leave
• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities
• Retirement Plan

Responsibilities

Engage with local residents and business owners to understand their unique risk management needs.

Develop and present comprehensive insurance solutions that align with client goals.

Manage a portfolio of existing accounts by conducting annual policy reviews and proactive updates.

Actively participate in community events in Bridgeport to build visibility for the firm.

Navigate complex underwriting guidelines to find the best possible coverage options for your clients.

Maintain accurate records in our CRM to ensure seamless service and follow-up for every client interaction.

Requirements

Active Property & Casualty Insurance License in Connecticut.

Three or more years of experience in consultative sales.

Strong comfort level with digital CRM tools and proposal software.

Excellent verbal communication skills with the ability to explain complex policy details clearly.

Strong professional network within the Bridgeport area.

Background in lead generation and client retention strategies.