Lead Agent

The Atlantic District; Frederick (MD); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Flexible Schedule

Health Insurance

Parental Leave

Disability Insurance

Life Insurance

Hands on Training

Mon-Fri Schedule

Retirement Plan

Career Growth Opportunities

Dental Insurance

Job summary

The Atlantic District in Frederick, Maryland is seeking a Lead Agent who will own the sales process from prospecting to policy binding. You will assess client needs and collaborate with underwriters to provide optimal coverage while building lasting relationships in the local community.

Developing strong client trust and maintaining detailed records are essential, with a focus on meeting sales objectives and contributing to community outreach efforts in Frederick.

Qualifications

• Active Maryland Property and Casualty insurance license.
• Minimum of three years of professional experience in insurance sales.
• Ability to clearly articulate complex policy details to diverse clients.
• Experience managing a pipeline and following up on leads consistently.
• Proficiency with agency management systems and digital document tools.

Responsibilities

• Lead the sales process from initial prospect contact through policy binding.
• Conduct thorough needs assessments to ensure every client is adequately protected.
• Collaborate with underwriting partners to secure the best possible coverage options.
• Nurture existing client relationships to identify opportunities for account rounding and retention.
• Maintain accurate and detailed records of all client interactions in internal systems.
• Participate in local community initiatives to increase agency visibility in Frederick.

Skills

Insurance sales

Communication

Pipeline management

Relationship building

Education

Maryland Property & Casualty license

Tools

Agency management systems

Digital document tools

Job description

Job Description

At The Atlantic District, we believe that insurance is about more than just numbers and policies; it is about providing peace of mind to the families and businesses right here in Frederick, Maryland. We are currently searching for a Lead Agent who is ready to take ownership of their career and make a genuine impact within our local community. When you join our team, you are not just another employee in a cubicle. You are a primary advisor who plays a critical role in the financial security of our neighbors. We have cultivated an environment that celebrates growth, encourages open dialogue, and values the unique perspective you bring to the table. Our office culture is rooted in mutual respect and a shared desire to provide honest, helpful guidance to everyone who walks through our doors. If you are someone who enjoys building deep relationships, possesses a sharp attention to detail, and thrives when helping others find the right solutions for their lives, we invite you to grow alongside us. We are truly excited to see how your expertise will help shape the next chapter of our story here in Frederick.

Benefits

• Paid Time Off (PTO)


• Flexible Schedule


• Vision Insurance


• Parental Leave


• Disability Insurance


• Health Insurance


• Life Insurance


• Hands on Training


• Mon-Fri Schedule


• Retirement Plan


• Career Growth Opportunities


• Dental Insurance

Responsibilities

Lead the sales process from initial prospect contact through policy binding.

Conduct thorough needs assessments to ensure every client is adequately protected.

Collaborate with our underwriting partners to secure the best possible coverage options for policyholders.

Nurture existing client relationships to identify opportunities for account rounding and retention.

Maintain accurate and detailed records of all client interactions within our internal systems.

Participate in local community initiatives to increase agency visibility in Frederick.

Requirements

Active Maryland Property and Casualty insurance license.

Minimum of three years of professional experience in insurance sales.

Strong ability to clearly articulate complex policy details to diverse clients.

Technical proficiency with standard agency management systems and digital document tools.

Demonstrated history of meeting or exceeding individual sales objectives.

Experience managing a pipeline and following up on leads consistently.