Insurance Agent

Trinity South LLC; Philadelphia (Philadelphia County); On-site; USD 60,000 - 89,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Paid time off

Job summary

Trinity South LLC in Philadelphia, PA is seeking a detail-oriented Insurance Agent to support clients with tailored coverage solutions. This FULL_TIME role involves analyzing needs, recommending policies, processing applications, and guiding clients through the claims process with accuracy and care.

You will work closely with a team, maintain up-to-date client records, and stay informed about industry trends and regulatory changes to provide the most beneficial recommendations.

Qualifications

• High school diploma or equivalent and 2–3 years in insurance sales.
• Strong communication and interpersonal skills.
• Excellent organizational and time-management abilities.
• Valid driver's license and access to a vehicle.
• Proficiency in Microsoft Office and insurance software.

Responsibilities

• Assess clients' insurance needs and recommend appropriate coverage options.
• Process and manage insurance policies, including renewals and cancellations.
• Maintain accurate client records and documentation.
• Provide excellent customer service and resolve inquiries promptly.
• Stay informed about industry trends, regulations, and best practices.
• Collaborate with the team to achieve sales targets and company growth.

Skills

Communication

Interpersonal skills

Time management

Organizational skills

Driver's license

MS Office

Insurance software

Education

High school diploma or equivalent

Tools

Insurance software/systems

MS Office Suite

Job description

Trinity South LLC seeks a detail-oriented Insurance Agent in Philadelphia, PA. As a FULL_TIME employee, you'll assist clients with insurance solutions, earning $60,000 - $89,281.

Daily, you'll meticulously analyze client needs, identifying specific requirements and potential challenges, to recommend suitable policies that align with their goals. You'll process applications with precision, ensuring all documentation is accurate and complete, and guide clients through the process, answering their questions and addressing any concerns. Additionally, you'll maintain client relationships by providing ongoing support, offering advice on policy changes, and assisting with claims or disputes. You'll also stay informed about industry trends and regulatory updates to provide clients with the most relevant and beneficial recommendations. Your role involves a combination of analytical, interpersonal, and administrative skills, requiring attention to detail and a strong commitment to client satisfaction.

Working in a team at Trinity South LLC's Philadelphia office involves collaborating with colleagues to deliver exceptional service to clients. This means working closely with a diverse group of professionals, each bringing their unique skills and expertise to the table. The team at Trinity South LLC is dedicated to providing high-quality solutions tailored to the specific needs of each client. By working together, they can leverage their collective knowledge and experience to overcome challenges and achieve outstanding results. The collaborative environment fosters innovation and creativity, allowing the team to think outside the box and come up with unique solutions. Additionally, working in a team at Trinity South LLC's Philadelphia office offers opportunities for professional growth and development, as colleagues can learn from each other and share best practices. Overall, the team at Trinity South LLC is committed to delivering exceptional service to clients and building strong, lasting relationships with them.

The compensation for this position ranges from $60,000 to $89,281 annually, providing a competitive salary that reflects the responsibilities and skills required. In addition to the base salary, employees are entitled to a comprehensive benefits package that includes health insurance, which covers medical, dental, and vision care, as well as life insurance and disability coverage. The retirement plans offered include a 401(k) with a company match, which helps employees save for their future. Other benefits may include paid time off, such as vacation days and sick leave, as well as professional development opportunities to support career growth.

You must have a high school diploma or equivalent, and insurance license. Experience in the insurance industry is preferred.

What you will do:

1. Assess clients' insurance needs and recommend appropriate coverage options
2. Process and manage insurance policies, including renewals and cancellations
3. Maintain accurate and up-to-date client records and documentation
4. Provide excellent customer service, answering inquiries and resolving issues promptly
5. Stay informed about industry trends, regulations, and best practices
6. Collaborate with the team to achieve sales targets and contribute to the company's growth

What we need:

1. A high school diploma or equivalent, plus 2-3 years of experience in insurance sales or a related field
2. Strong communication and interpersonal skills, with the ability to build rapport with clients
3. Excellent organizational and time-management skills, with the ability to handle multiple tasks and meet deadlines
4. A valid driver's license and access to a reliable vehicle for client meetings and travel
5. Proficiency in Microsoft Office Suite and familiarity with insurance software and systems
6. A commitment to continuous learning and professional development