Elite Agent

Atlantic District; Lebanon (Lebanon County); Hybrid; USD 50,000 - 80,000; 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 Lebanon, PA is seeking an Elite Agent who shares our commitment to protecting neighbors and businesses. You will build your own book of business with support from a strong brand and a local service mindset.

This role emphasizes community networking, needs-based insurance solutions, and collaboration with underwriting to provide accurate quotes. A PA license and a proven sales track record are required.

Qualifications

• Pennsylvania Property & Casualty Insurance License required.
• Track record of meeting or exceeding sales goals.
• Exceptional verbal and written communication skills.
• Proficient with industry-standard CRM software and digital tools.
• Ability to network effectively within the Lebanon community.
• Understanding of underwriting guidelines and risk management.

Responsibilities

• Conduct needs assessments to tailor insurance solutions for families and business owners.
• Build and maintain a robust pipeline through community outreach and referrals.
• Manage policy renewals and service existing client accounts with care.
• Collaborate with underwriting to ensure quotes are accurate and competitive.
• Attend local industry events to strengthen the agency's presence in Lebanon.
• Maintain documentation for all client interactions and policy adjustments.

Skills

Sales target achievement

Verbal communication

Written communication

CRM software proficiency

Networking in community

Underwriting/risk awareness

Tools

CRM software

Job description

Job Description

At The Atlantic District, we believe that insurance is about more than just numbers on a page; it is about protecting the dreams and livelihoods of the people in our community. Based in the heart of Lebanon, Pennsylvania, our office is a place where every interaction is treated as an opportunity to build trust and offer genuine security. We are looking for an Elite Agent who shares our passion for helping others and wants to grow alongside a supportive, ambitious team. You will have the space to build your own business, backed by our strong brand and deep-rooted commitment to local service. We foster an environment where your voice is heard, your successes are cheered, and your professional journey is our top priority. If you are someone who naturally connects with people and thrives on making a tangible impact, you will fit right in here. Join us as we redefine what it means to be a neighbor and a protector in Lebanon. We cannot wait to see what you bring to the table.

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

Conduct thorough needs assessments to provide tailored insurance solutions to families and business owners.

Build and maintain a robust pipeline of prospects through community outreach and referrals.

Manage policy renewals and service existing client accounts with a high level of care.

Collaborate with the underwriting team to ensure accurate and competitive quotes.

Attend local industry events to strengthen the agency's presence in Lebanon.

Maintain comprehensive documentation for all client interactions and policy adjustments.

Requirements

Valid Pennsylvania Property & Casualty Insurance License.

Strong track record of meeting or exceeding sales goals.

Exceptional verbal and written communication skills.

Proficiency in industry-standard CRM software and digital tools.

Ability to network effectively within the Lebanon community.

Understanding of underwriting guidelines and risk management principles.