Hybrid Licensed Insurance Advisor — Remote & Onsite

Quest Financial & Insurance Services; Twinsburg (OH); Hybrid; USD 42,000 - 66,000; Full time

Job summary

Quest Financial & Insurance Services in Ohio is seeking a full-time Licensed Insurance Agent for a hybrid Twinsburg role. You will advise clients on personal and commercial coverages, assess risk, and prepare tailored proposals while handling renewals, applications, and lead follow-up.

You will maintain client records, coordinate with carriers, support probate bond requests, and provide responsive service to drive agency growth through ethical, consultative sales.

Qualifications

• Active state insurance license or eligibility to obtain one within a defined timeframe.
• Demonstrated Insurance Sales experience with ability to identify client needs.
• Strong knowledge of personal and commercial insurance products.
• Familiarity with insurance brokerage practices and coverage concepts.
• Proven customer service skills with clear communication and problem-solving.
• Experience in an agency or financial services environment preferred.
• Comfort using CRM systems and carrier platforms for documentation.
• Ability to work onsite in Twinsburg, OH and remotely.
• High integrity, attention to detail, and regulatory compliance.

Responsibilities

• Advise clients on personal and commercial insurance products and assess risk.
• Prepare tailored proposals and manage policy renewals and adjustments.
• Process applications and follow up on leads diligently.
• Maintain accurate client records and coordinate with carriers.
• Support probate bond requests as needed and respond to inquiries.
• Deliver responsive customer service and contribute to agency growth.

Skills

Insurance Sales

Insurance products

Finance concepts

Customer service

Insurance license

Agency experience

CRM systems

Carrier platforms

Onsite & remote work

Job description

Quest Financial & Insurance Services in Ohio is seeking a full-time Licensed Insurance Agent for a hybrid Twinsburg role. You will advise clients on personal and commercial coverages, assess risk, and prepare tailored proposals while handling renewals, applications, and lead follow-up.

You will maintain client records, coordinate with carriers, support probate bond requests, and provide responsive service to drive agency growth through ethical, consultative sales.