Lead Insurance Agent

The Juris Agency; Norristown (Montgomery County); On-site; USD 60,000 - 95,000; Full time

Benefits offered by this job

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 Norristown, PA is seeking a Lead Insurance Agent to guide clients through risk management and coverage options. You will be the face of the agency, building lasting relationships with neighbors and helping families secure their futures.

Ideal candidates have a PA Property & Casualty license, 3+ years of portfolio management experience, and strong skills with agency systems. CISR/CIC certifications are a plus. A collaborative, growth-focused environment awaits.

Qualifications

• Valid Property and Casualty Insurance License in Pennsylvania.
• Minimum of three years of experience managing client insurance portfolios.
• Experience with agency management systems and digital document organization.

Responsibilities

• Oversee full lifecycle of client accounts from quotes to renewals.
• Assess client needs to ensure appropriate coverages.
• Maintain accuracy in processing changes and policy renewals.
• Address client inquiries with clear information.
• Collaborate with owners to refine sales strategies.
• Document client interactions to keep workflows organized.

Skills

Client relationship

Communication

Detail orientation

Education

CISR/CIC certification (advantage)

Tools

Agency management systems

Job description

Job Description

At The Atlantic District, we believe that insurance is more than just a piece of paper—it is the peace of mind that allows our neighbors in Norristown to focus on what matters most. We are looking for a dedicated Lead Insurance Agent to join our close-knit office, someone who genuinely enjoys connecting with people and guiding them through the complexities of risk management. We have spent years building a reputation based on trust and clarity, and as our new lead, you will be the face of that promise. Your desk will be a hub of activity where you solve problems, advocate for clients, and help families secure their futures. We provide a warm, collaborative environment where your individual contributions are valued and your professional growth is encouraged every single day. If you are an experienced insurance professional who thrives on building lasting relationships rather than just hitting transaction numbers, we invite you to bring your expertise to our team. We are excited to meet someone who shares our commitment to doing right by every person who walks through our doors.

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

Oversee the full lifecycle of client accounts, from initial policy quotes to ongoing coverage reviews.

Conduct thorough insurance assessments to ensure each policyholder has the right protection for their life circumstances.

Maintain high standards of accuracy when processing policy changes and renewals.

Address client inquiries with thoughtful, precise, and helpful information.

Collaborate with the agency owners to refine sales strategies and outreach efforts.

Document client interactions consistently to maintain an organized and effective workflow.

Requirements

Valid Property and Casualty Insurance License in Pennsylvania.

Minimum of three years of experience managing client insurance portfolios.

Strong command of agency management systems and digital document organization.

Demonstrated ability to identify coverage gaps and propose suitable solutions.

Excellent verbal communication skills for clear, face-to-face client consultations.

Professional certification such as CISR or CIC is a significant advantage.