Lead Agent

The Juris Agency; Lemont Furnace (PA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

PTO

Dental Insurance

Vision Insurance

Flexible Schedule

Health Insurance

Disability Insurance

Life Insurance

Mon-Fri Schedule

Retirement Plan

Hands on Training

Parental Leave

Career Growth Opportunities

Job summary

The Atlantic District is seeking a Lead Agent in Lemont Furnace, PA, to oversee daily sales and deliver personal attention to each client. You will build a local network of policyholders through community work and provide tailored coverage recommendations.

You will mentor junior staff, manage policy details in our systems, and collaborate with the team to improve outreach and onboarding processes, while maintaining strong client relationships.

Qualifications

• Active Pennsylvania Life and Health Insurance License.
• Minimum of three years in direct sales or client-facing advisory roles.
• Experience managing a pipeline of prospective clients independently.
• Strong comfort with digital documentation and agency management systems.
• Exceptional ability to explain complex policy details in plain language.
• Experience mentoring others is a significant advantage.

Responsibilities

• Oversee daily sales operations and ensure each client receives a high level of personal attention.
• Cultivate and grow a network of local policyholders through community engagement and outreach.
• Assess the individual needs of families and businesses to provide meaningful coverage recommendations.
• Mentor junior team members on product knowledge and effective communication strategies.
• Maintain accurate records of client interactions and policy updates within the agency database.
• Collaborate with the broader team to refine our outreach efforts and improve the client onboarding process.

Skills

Sales experience

Client advisory

Mentoring

Education

Pennsylvania Life & Health License

Tools

Agency management systems

Job description

Job Description

At The Atlantic District, we believe that insurance is about more than just numbers on a page—it is about the peace of mind we help our neighbors in Lemont Furnace maintain every single day. We are currently looking for a Lead Agent who shares our belief that community connection is the heartbeat of a successful business. When you join our office, you are not just checking boxes or chasing quotas; you are becoming a go-to resource for people during some of the most important chapters of their lives. You will find that our environment is built on mutual support and a genuine desire to see everyone succeed. We value the human side of insurance, prioritizing authentic conversations and clear, honest advice over complicated jargon. If you enjoy building long‑term relationships and want to help shape the future of our local presence, we invite you to bring your experience and your unique perspective to our team. Here, your work is recognized, your voice is heard, and you have the space to grow your career while making a tangible difference in our community.

Benefits

• Paid Time Off (PTO)
• Dental Insurance
• Vision Insurance
• Flexible Schedule
• Health Insurance
• Disability Insurance
• Life Insurance
• Mon-Fri Schedule
• Retirement Plan
• Hands on Training
• Parental Leave
• Career Growth Opportunities

Responsibilities

Oversee daily sales operations and ensure each client receives a high level of personal attention.

Cultivate and grow a network of local policyholders through community engagement and outreach.

Assess the individual needs of families and businesses to provide meaningful coverage recommendations.

Mentor junior team members on product knowledge and effective communication strategies.

Maintain accurate records of client interactions and policy updates within the agency database.

Collaborate with the broader team to refine our outreach efforts and improve the client onboarding process.

Requirements

Active Pennsylvania Life and Health Insurance License.

Minimum of three years in direct sales or client-facing advisory roles.

Demonstrated ability to manage a pipeline of prospective clients independently.

Strong comfort level with digital documentation and agency management systems.

Exceptional ability to explain complex policy details in plain language.

Experience managing a small team or mentoring others is a significant advantage.