Insurance Solutions Advisor — Field & Remote

Prt Financial; Atlanta (GA); Hybrid; USD 42,000 - 68,000; Full time

Job summary

Prt Financial is seeking an Insurance Agent in the Atlanta area to be the first point of contact for prospective clients. You will meet with individuals to assess insurance needs, gather application information, and guide them through the process in line with underwriting guidelines.

The role blends field meetings with office work and may require evening or weekend availability. Strong communication and CRM skills are essential to succeed in a dynamic, client-focused environment.

Qualifications

• High school diploma or equivalent; bachelor’s degree preferred.
• State Life/Health license or ability to obtain one.
• Strong communication, presentation, and interpersonal skills.
• 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 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

Interpersonal skills

Detail orientation

CRM proficiency

Education

High school diploma or equivalent

Bachelor’s degree preferred

Tools

CRM software

Digital applications

Job description

Prt Financial is seeking an Insurance Agent in the Atlanta area to be the first point of contact for prospective clients. You will meet with individuals to assess insurance needs, gather application information, and guide them through the process in line with underwriting guidelines.

The role blends field meetings with office work and may require evening or weekend availability. Strong communication and CRM skills are essential to succeed in a dynamic, client-focused environment.