Insurance Agent

IdealTraits Demo Account; Lake Orion (MI); On-site; USD 35,000 - 65,000; Full time

Benefits offered by this job

Paid Time Off

Flexible Schedule

Health Insurance

Career Growth Opportunities

Job summary

IdealTraits Demo Account in Lake Orion, Michigan is seeking an Insurance Agent who brings warmth, dedication, and a passion for helping neighbors secure their future. You will connect with prospective clients to assess protection needs, build a steady pipeline through local outreach, and review policies as circumstances change.

A license is required, along with strong sales results and precise record-keeping.

Qualifications

• Active Property & Casualty Insurance License in Michigan.
• Strong track record of meeting or exceeding sales goals.
• Clear, empathetic communication style that builds immediate rapport.
• Experience managing an insurance sales pipeline or CRM software.
• High attention to detail when documenting client policies and coverage needs.
• Proficiency in navigating insurance carrier software and quoting platforms.

Responsibilities

• Connect with prospective clients to understand their protection needs and offer suitable policy options.
• Develop and maintain a steady pipeline of new business through networking and local outreach.
• Review existing client accounts to ensure coverage remains relevant as their personal or business circumstances change.
• Maintain accurate client records and ensure all regulatory documentation is handled with precision.
• Work closely with the rest of the team to share knowledge and create a collaborative atmosphere.
• Keep up to date on changes within the insurance industry to provide the most accurate and helpful advice.

Skills

Empathetic communication

Sales track record

Networking/local outreach

Attention to detail

Team collaboration

Education

Property & Casualty Insurance License (MI)

Tools

CRM software

Carrier software

Quoting platforms

Job description

Job Description

Welcome to the IdealTraits Demo Account family, based right here in the heart of Lake Orion, Michigan. We believe that insurance is about more than just numbers on a policy; it is about providing peace of mind and building genuine trust with the neighbors we serve. Our office isn't just a workspace; it is a community hub where we pride ourselves on being accessible, honest, and truly helpful. We are looking for an Insurance Agent who brings a warm, positive energy to the table every single day. If you enjoy talking to people, solving problems, and helping families secure their future, you will fit right in here. We have built a culture that values individual contributions while fostering a supportive environment where your career can flourish. You will have the chance to make a real difference in the lives of our clients, helping them protect what they value most while building a career that you can feel proud of. If you are ready to join a team that values your growth and your voice, we would love to hear from you.

Benefits

• Paid Time Off (PTO)
• Flexible Schedule
• Health Insurance
• Career Growth Opportunities

Responsibilities

Connect with prospective clients to understand their protection needs and offer suitable policy options.

Develop and maintain a steady pipeline of new business through networking and local outreach.

Review existing client accounts to ensure coverage remains relevant as their personal or business circumstances change.

Maintain accurate client records and ensure all regulatory documentation is handled with precision.

Work closely with the rest of the team to share knowledge and create a collaborative atmosphere.

Keep up to date on changes within the insurance industry to provide the most accurate and helpful advice.

Requirements

Active Property & Casualty Insurance License in Michigan.

Strong track record of meeting or exceeding sales goals.

Clear, empathetic communication style that builds immediate rapport.

Experience managing an insurance sales pipeline or CRM software.

High attention to detail when documenting client policies and coverage needs.

Proficiency in navigating insurance carrier software and quoting platforms.