Lead Agent

The Juris Agency; Washington (Washington County); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Dental Insurance

Vision Insurance

Flexible Schedule

Life Insurance

Health Insurance

Disability Insurance

Mon-Fri Schedule

Hands on Training

Parental Leave

Career Growth Opportunities

Retirement Plan

Job summary

The Atlantic District in Washington, PA is seeking a Lead Agent who educates clients and advocates for their protection. You will identify prospects, explain complex insurance products in plain language, and manage a growing book of business with proactive policy reviews.

You will mentor junior staff, collaborate with underwriters to secure favorable terms, and maintain precise client records in a supportive team environment.

Qualifications

• Active Pennsylvania P&C license required.
• 3+ years direct insurance sales or account management.
• Able to explain complex products clearly to individuals and business owners.
• Experience managing a full sales cycle from first contact to policy issuance.
• Foundational knowledge of risk assessment and underwriting principles.
• Proficiency with agency management systems and digital lead tracking tools.

Responsibilities

• Identify and engage potential clients across Washington, PA to understand protection needs.
• Provide clear, jargon-free explanations of insurance products so clients feel confident in their coverage.
• Manage a diverse portfolio of clients, with periodic reviews and proactive policy updates.
• Collaborate with underwriting partners to secure the best possible terms for clients.
• Mentor junior team members on effective communication and local networking strategies.
• Maintain accurate records of all client interactions and policy adjustments in the database.

Skills

P&C License

3+ Years Sales

Presentation skills

Full sales cycle

Risk assessment basics

Agency management systems

Lead tracking tools

Tools

Agency management system(s)

Lead tracking tools

Job description

Job Description

Welcome to The Atlantic District, where we believe that insurance is less about policies and more about protecting the dreams and livelihoods of our neighbors in Washington, Pennsylvania. We are growing our team and looking for a Lead Agent who sees themselves as more than just a salesperson—you are an educator and an advocate for the people in our community. When you join us, you are becoming part of a group that values integrity, transparency, and the unique stories behind every policy we write. We have created a space where your professional expertise is matched by your desire to make a meaningful difference every single day. You will have the autonomy to build your own rhythm and the support of a team that is genuinely invested in your personal success. If you are someone who enjoys building real connections and takes pride in providing security to others, you will find a home here. We are excited to meet someone who is ready to bring their experience and their heart to work, helping us continue our tradition of excellence in Pennsylvania.

Benefits

• Paid Time Off (PTO)


• Dental Insurance


• Vision Insurance


• Flexible Schedule


• Life Insurance


• Health Insurance


• Disability Insurance


• Mon-Fri Schedule


• Hands on Training


• Parental Leave


• Career Growth Opportunities


• Retirement Plan

Responsibilities

Identify and engage potential clients throughout Washington, Pennsylvania to understand their protection needs.

Provide clear, jargon-free explanations of complex insurance products so clients feel confident in their coverage.

Manage a diverse portfolio of clients, ensuring each receives periodic reviews and proactive policy updates.

Collaborate with our underwriting partners to secure the best possible terms for our clients.

Mentor junior team members on effective communication and local networking strategies.

Maintain accurate records of all client interactions and policy adjustments within our internal database.

Requirements

Active Pennsylvania Property & Casualty Insurance License.

Three or more years of experience in direct insurance sales or account management.

Strong comfort level with presenting solutions to individuals and business owners.

Demonstrated history of managing a full sales cycle from initial contact to policy issuance.

Foundational knowledge of risk assessment and insurance underwriting principles.

Competency in using agency management systems and digital lead tracking tools.