Lead Agent

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

Benefits offered by this job

PTO

Flexible Schedule

Vision Insurance

Dental Insurance

Disability Insurance

Parental Leave

Mon-Fri Schedule

Retirement Plan

Career Growth Opportunities

Hands on Training

Life Insurance

Health Insurance

Job summary

The Atlantic District in Winchester, VA seeks a Lead Agent to guide local sales, protect families and businesses, and translate complex policies into clear guidance for clients.

You will mentor junior staff, maintain an active local network, and oversee the end-to-end sales process from inquiry to policy issuance, while staying rooted in community partnerships.

Qualifications

• Active Virginia Property & Casualty Insurance License.
• Three or more years of experience managing insurance accounts or sales pipelines.

Responsibilities

• Lead our local sales efforts by identifying opportunities to protect the families and businesses of Winchester.
• Consult with new and existing clients to evaluate their risks and design comprehensive insurance solutions.
• Mentor junior members of the office to elevate the overall quality of our client interactions.
• Maintain an active schedule of local networking and community engagement to grow our agency’s presence.
• Oversee the end-to-end sales process from the initial inquiry through to policy issuance and onboarding.
• Manage renewals and account reviews to ensure our clients always have the right level of protection.

Skills

Insurance sales experience

Client communication

Organization skills

Tools

CRM software

Insurance quoting software

Job description

Job Description

Welcome to The Atlantic District. We are not just an insurance office; we are a dedicated neighbor here in Winchester, Virginia. Our mission is built on the belief that insurance should be simple, personal, and reliable. We are currently looking for a Lead Agent who sees insurance as a way to genuinely help people navigate life’s unexpected moments. You will be at the center of our daily operations, turning complex policies into clear, helpful guidance for our clients. We value people who are curious, kind, and ready to take ownership of their work in a setting that feels more like a partnership than a typical office. You will have the freedom to grow your professional practice while helping us maintain our reputation as a trusted local resource. If you enjoy connecting with people and take pride in doing honest work for the people in your community, you will fit right in with our team.

Benefits

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

Responsibilities

Lead our local sales efforts by identifying opportunities to protect the families and businesses of Winchester.

Consult with new and existing clients to evaluate their risks and design comprehensive insurance solutions.

Mentor junior members of the office to elevate the overall quality of our client interactions.

Maintain an active schedule of local networking and community engagement to grow our agency’s presence.

Oversee the end-to-end sales process from the initial inquiry through to policy issuance and onboarding.

Manage renewals and account reviews to ensure our clients always have the right level of protection.

Requirements

Active Virginia Property & Casualty Insurance License.

Three or more years of experience managing insurance accounts or sales pipelines.

Clear, empathetic communication skills that build rapport with neighbors and community members.

Strong organizational habits for managing client follow-ups and documentation.

Proficiency in common insurance quoting software and CRM platforms.

Residency within or near Winchester, Virginia to maintain a local presence.