Insurance Sales Agent (Hybrid) — Client Focus

Prt Financial; Chesapeake (VA); Hybrid; USD 42,000 - 65,000; Full time

Job summary

Prt Financial is seeking an Insurance Agent who will meet with prospective clients to assess their insurance needs, collect application information, and guide them through the underwriting process in line with company policies. The role involves in-person meetings and remote/office-based work as needed.

You will explain coverage options, gather necessary information, and coordinate with underwriting to resolve questions.

Qualifications

• High school diploma or equivalent; bachelor’s degree preferred.
• Prior experience in insurance sales, underwriting, or financial services is highly desirable.
• State insurance license (Life/Health) or ability to obtain one.
• Strong communication, presentation, and interpersonal skills.
• Detail-oriented with excellent organizational abilities.
• Proficient in using CRM software and digital applications for client management.

Responsibilities

• Conduct client interviews to gather personal, financial, and medical information for insurance applications.
• Explain insurance products, coverage options, and policy terms clearly and accurately.
• Assess potential risks and identify factors that may influence underwriting decisions.
• Complete and submit applications in compliance with company policies and industry regulations.
• Act as a liaison between clients and the underwriting department to resolve questions or obtain additional information.
• Maintain accurate and confidential client records.
• Stay informed about industry trends, underwriting guidelines, and product updates.

Skills

Communication

Presentation

Interpersonal skills

Education

High school diploma

Bachelor’s degree preferred

Tools

CRM software

Digital applications

Job description

Prt Financial is seeking an Insurance Agent who will meet with prospective clients to assess their insurance needs, collect application information, and guide them through the underwriting process in line with company policies. The role involves in-person meetings and remote/office-based work as needed.

You will explain coverage options, gather necessary information, and coordinate with underwriting to resolve questions.