Insurance Sales Representative

The Juris Agency; Wauwatosa (WI); On-site; USD 42,000 - 68,000; Full time

Benefits offered by this job

Paid Time Off

Mon-Fri Schedule

Hands-on Training

Retirement Plan

Evenings Off

Job summary

The Grumley Agency in Wauwatosa, WI is seeking an Insurance Sales Representative who values genuine connection. You will meet with local families and businesses, assess their insurance needs, and craft tailored coverage plans to protect what matters most.

You will explain policy details clearly and maintain ongoing client relationships in a welcoming office environment. Key requirements include an active Wisconsin Property & Casualty license and strong communication skills.

Qualifications

• Active Property and Casualty License in Wisconsin.
• Proven ability to build and maintain client relationships.
• Clear, articulate communication on phone and in person.
• Experience with standard office software and agency management systems.
• High school diploma or equivalent.
• Experience in an independent insurance agency is a plus.

Responsibilities

• Connecting with local families and businesses to understand their insurance needs.
• Developing customized coverage plans for peace of mind and protection.
• Managing inquiries and proactively reaching out to potential clients in the Wauwatosa area.
• Explaining policy details in plain, easy-to-understand language.
• Regularly reviewing accounts to keep clients' coverage up to date.
• Cultivating a welcoming office environment where every visitor is heard.

Skills

Client relationship building

Communication skills

Sales orientation

Education

High School Diploma or equivalent

Property and Casualty Insurance License (Wisconsin)

Tools

MS Office

Agency management systems

Job description

Job Description

At The Grumley Agency, we believe that insurance is about more than just paperwork; it is about people. Located in the heart of Wauwatosa, our team takes pride in being a reliable neighbor to the folks who live and work in our community. We are looking for an Insurance Sales Representative who values genuine connection as much as we do. When you join us, you are not just filling a seat; you are becoming a key voice for our agency. You will spend your days getting to know our neighbors, listening to their stories, and crafting solutions that help them protect what matters most to them. We operate with a spirit of inclusiveness, kindness and collaboration, ensuring that everyone here feels supported as they grow their career. If you are someone who enjoys meaningful conversations and wants to make a tangible difference in people's lives, we would love to welcome you into our office to see what we are building together.

Benefits

• Paid Time Off (PTO)
• Mon-Fri Schedule
• Hands on Training
• Retirement Plan
• Evenings Off

Responsibilities

• Connecting with local families and businesses to understand their unique insurance needs and concerns.
• Developing customized coverage plans that provide real peace of mind and protection.
• Managing a steady flow of inquiries and proactively reaching out to potential clients in the Wauwatosa area.
• Explaining complex policy details in plain, easy-to-understand language so our clients feel confident in their decisions.
• Regularly reviewing accounts to ensure that our clients' coverage keeps pace with their changing lives.
• Cultivating a welcoming office environment where every visitor feels valued and heard.

Requirements

• Active Property and Casualty Insurance License in Wisconsin.
• Strong track record of success in building and maintaining client relationships.
• Clear and articulate communication style, both on the phone and in person.
• Proficiency in standard office software and agency management systems.
• High school diploma or equivalent.
• Previous experience working within an independent insurance agency is helpful but not strictly required.