Lead Insurance Advisor - Flexible Schedule, Local Impact

The Juris Agency; Frederick (MD); Presencial; USD 65 000 - 90 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

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

Resumo da oferta

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.

Qualificações

• 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.

Responsabilidades

• 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.

Conhecimentos

Insurance sales

Communication

Pipeline management

Relationship building

Formação académica

Maryland Property & Casualty license

Ferramentas

Agency management systems

Digital document tools

Descrição da oferta de emprego

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.