Insurance Agent

Beacon Central Partners; Boston (MA); On-site; USD 75,000 - 108,000; Full time

Job summary

Beacon Central Partners in Boston, MA is seeking a full-time Insurance Agent to assess client needs, recommend suitable policies, and guide the application process.

You will manage policy renewals, handle inquiries, and collaborate with the sales team to deliver exceptional service in a fast-paced environment. The ideal candidate has a bachelor’s degree, 3–5 years of experience, strong communication and leadership, and proficiency with project management tools.

Qualifications

• Bachelor’s degree in a related field and 3–5 years of relevant experience.
• Strong communication and leadership skills; ability to manage projects and teams.
• Experience with insurance products and client service preferred.

Responsibilities

• Consult with clients to assess insurance needs and recommend policies.
• Facilitate applications and manage policy renewals while handling inquiries.
• Collaborate with sales team and external partners to meet objectives.

Skills

Client consultation

Communication skills

Leadership

Project management

Team coordination

Education

Bachelor's degree in a related field

Tools

Microsoft Project

Asana

Job description

Beacon Central Partners, a financial services company, is seeking a full-time Insurance Agent in Boston, MA. This role offers attractive compensation and a collaborative work environment.

As an Insurance Agent, you will consult with clients to assess their insurance needs, recommend suitable policies, and facilitate the application process. You will also manage policy renewals, handle client inquiries, and provide exceptional customer service.

The Insurance Agent will work closely with the sales team in Boston, MA, contributing to the company's goal of providing comprehensive insurance solutions to clients.

The annual salary range for this position is between $75,000 and $107,804, with benefits details not yet disclosed. This role involves managing a team of professionals, overseeing project timelines, and ensuring the successful completion of tasks. The ideal candidate will have a strong background in project management, proficiency in project management software such as Microsoft Project or Asana, and the ability to work effectively in a fast-paced, collaborative environment. The position requires a bachelor's degree in a related field, typically 3-5 years of relevant experience, and strong communication and leadership skills. The workplace is typically an office setting, with occasional travel to client sites or meetings. The role may also involve coordinating with external vendors and stakeholders to ensure project objectives are met.

To excel in this role, you should have a strong understanding of insurance products, excellent communication skills, and the ability to build rapport with clients. Experience in the insurance industry is preferred but not required.

Consulting with clients to assess insurance needs, recommending suitable policies, facilitating the application process, managing policy renewals, handling client inquiries, providing exceptional customer serviceStrong understanding of insurance products, excellent communication skills, ability to build rapport with clients, experience in the insurance industry preferred but not required