Elite Insurance Advisor — Flexible, Community-Driven

The Atlantic District

Winchester (VA)

On-site

USD 45,000 - 75,000

Full time

2 days ago
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Benefits offered by this job

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, a boutique agency in Winchester, VA, is seeking an Elite Agent to build trusted relationships with our community. You will assess client coverage needs, craft protection strategies, and guide clients through policy decisions in a supportive, local environment.

You will work from our downtown Winchester office, collaborating with underwriters and peers to deliver personalized service, grow the business, and enhance client satisfaction.

Qualifications

  • Active Virginia Property & Casualty license.
  • Three+ years of proven experience in a client-facing insurance role.
  • Strong command of agency management software and digital application systems.
  • Deep knowledge of local market risks and policy structures.
  • Professional certification such as CISR or CIC is a significant advantage.

Responsibilities

  • Consult with new and existing clients to identify coverage gaps and design comprehensive protection strategies.
  • Manage an active pipeline of referrals, focusing on building long-term value.
  • Maintain an impeccable standard of service when resolving policy inquiries or complex claims assistance.
  • Collaborate with the underwriting team to negotiate terms and conditions for unique client portfolios.
  • Participate in community events and local networking to represent the values of The Atlantic District.
  • Analyze monthly sales data to refine your outreach strategies and improve overall client satisfaction.

Skills

Client relations
Sales experience
Insurance knowledge

Education

Virginia Property & Casualty License

Tools

Agency management software

Job description

The Atlantic District, a boutique agency in Winchester, VA, is seeking an Elite Agent to build trusted relationships with our community. You will assess client coverage needs, craft protection strategies, and guide clients through policy decisions in a supportive, local environment.

You will work from our downtown Winchester office, collaborating with underwriters and peers to deliver personalized service, grow the business, and enhance client satisfaction.

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