Insurance Agent

Pinnacle Summit Partners; Chicago (IL); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Life insurance

Disability insurance

401(k) match

Tuition reimbursement

Certifications

Workshops

Job summary

Pinnacle Summit Partners in Chicago, IL is seeking an Insurance Agent to submit applications, provide coverage options, and tailor policies to client needs. This full-time role offers a competitive salary and comprehensive benefits.

You will work with a dynamic team, stay current on industry trends, and build lasting client relationships while meeting sales targets. The position requires a high school diploma or equivalent, 2+ years in insurance or sales, and strong communication skills.

Qualifications

• Bachelor's degree or equivalent experience.
• Minimum of 2 years of experience in the insurance industry, preferably as an Insurance Agent.
• Strong communication and interpersonal skills to build rapport with clients.
• Excellent problem-solving and decision-making abilities.
• Knowledge of insurance products, including life, health, and property/casualty insurance.
• Ability to work independently and as part of a team.
• Valid insurance license and compliance with all state regulations.
• Proficiency in Microsoft Office Suite and CRM software.

Responsibilities

• Assess clients' insurance needs and recommend suitable policies.
• Provide exceptional customer service to clients, answering their questions and addressing concerns.
• Process applications for insurance policies and ensure all necessary documentation is in order.
• Review and update clients' insurance policies as needed.
• Stay up-to-date with industry trends and regulations to provide accurate advice.
• Build and maintain strong relationships with clients to foster long-term loyalty.
• Collaborate with team members to achieve sales targets and company goals.
• Participate in training and development programs to enhance skills and knowledge.

Skills

Client communication

Interpersonal skills

Sales experience

Insurance knowledge

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Office Suite

CRM software

Job description

Pinnacle Summit Partners, a leading financial services company, seeks a dedicated Insurance Agent in Chicago, IL. This full-time position offers a competitive salary range of $90,000 to $120,269. The role involves submitting applications and providing insurance solutions to clients.

As an Insurance Agent, you will be responsible for submitting applications, providing insurance solutions, and assisting clients in understanding their coverage options. You will work closely with clients to ensure their needs are met and their policies are tailored to their specific requirements.

You will be part of a dynamic team in Chicago, IL, where collaboration and innovation are encouraged. The workplace is designed to foster growth and development, providing ample opportunities for professional advancement.

The salary range for this position is between $90,000 and $120,269 per year, which is competitive within the industry. This range takes into account various factors such as experience, location, and responsibilities. Employees in this role can expect comprehensive health insurance coverage, including medical, dental, and vision plans, as well as life and disability insurance. The company also offers a robust retirement plan, with a 401(k) match that starts at 3% of eligible pay and increases with tenure. Additionally, there are opportunities for professional development, such as tuition reimbursement, certifications, and workshops, to help employees advance their careers. The benefits package is designed to support the overall well-being and growth of the team members.

To excel in this role, you should have a high school diploma or equivalent, previous experience in insurance or sales, and strong communication skills. A valid driver's license and a clean driving record are also required.

Interested candidates are encouraged to submit their applications by November 23, 2026.

Responsibilities:

• Assess clients' insurance needs and recommend suitable policies.
• Provide exceptional customer service to clients, answering their questions and addressing their concerns.
• Process applications for insurance policies and ensure all necessary documentation is in order.
• Review and update clients' insurance policies as needed.
• Stay up-to-date with industry trends and regulations to provide accurate advice to clients.
• Build and maintain strong relationships with clients to foster long-term loyalty.
• Collaborate with other team members to achieve sales targets and company goals.
• Participate in training and development programs to enhance your skills and knowledge.

Qualifications:

• Bachelor's degree in a related field or equivalent experience.
• Minimum of 2 years of experience in the insurance industry, preferably as an Insurance Agent.
• Strong communication and interpersonal skills to build rapport with clients.
• Excellent problem-solving and decision-making abilities.
• Knowledge of insurance products, including life, health, and property/casualty insurance.
• Ability to work independently and as part of a team.
• Valid insurance license and compliance with all state regulations.
• Proficiency in Microsoft Office Suite and CRM software.