Hybrid Insurance Sales Agent: Client Underwriting Liaison

WB Agency; Nashville (TN); Hybrid; USD 45,000 - 70,000; Full time

Job summary

A leading insurance provider in Nashville is looking for an Insurance Agent to act as the first point of contact for prospective clients. The role involves assessing insurance needs, guiding clients through the application process, and ensuring compliance with company policies. Ideal candidates should have strong communication skills, experience in insurance sales, and the ability to obtain a state insurance license.

Qualifications

• Prior experience in insurance sales, underwriting, or financial services is highly desirable.
• State insurance license (Life/Health) or ability to obtain one is required.

Responsibilities

• Conduct client interviews to gather personal, financial, and medical information for insurance applications.
• Explain insurance products, coverage options, and policy terms clearly and accurately.
• Assess potential risks and identify factors that may influence underwriting decisions.
• Complete and submit applications in compliance with company policies and industry regulations.
• Act as a liaison between clients and the underwriting department to resolve questions or obtain additional information.
• Maintain accurate and confidential client records.
• Stay informed about industry trends, underwriting guidelines, and product updates.

Skills

Strong communication skills

Interpersonal skills

Detail-oriented

Organizational abilities

Education

High school diploma or equivalent

Bachelor’s degree preferred

Tools

CRM software

Digital applications for client management

Job description

A leading insurance provider in Nashville is looking for an Insurance Agent to act as the first point of contact for prospective clients. The role involves assessing insurance needs, guiding clients through the application process, and ensuring compliance with company policies. Ideal candidates should have strong communication skills, experience in insurance sales, and the ability to obtain a state insurance license.