Licensed Insurance Advisor - On-Site in Lexington

Summit Insurance Group; Lexington (KY); On-site; USD 35,000 - 55,000; Full time

Job summary

Summit Insurance Group in Lexington, KY is seeking a Licensed Insurance Agent for a full-time, on-site role. You will meet with prospective and existing clients to assess insurance needs and recommend appropriate coverage options.

You will prepare quotes, explain policy features and benefits, process applications, and assist clients with policy changes and renewals, while maintaining accurate client records and following up on leads.

Qualifications

• Active insurance license in the applicable state, or willingness to obtain one within a defined timeframe.
• Experience in personal lines, life, or commercial insurance with a proven track record.
• Strong sales, client assessment, and policy recommendation skills.
• Excellent communication and problem-solving abilities.
• On-site work in Lexington, KY with reliable attendance.
• Proficiency with CRM systems and standard office software.

Responsibilities

• Meet with clients to assess insurance needs and recommend coverage.
• Prepare quotes and explain policy features and benefits.
• Process applications and assist with policy changes and renewals.
• Maintain accurate client records and follow up on leads.
• Collaborate with team to meet sales and service goals.
• Provide ongoing client support and resolve issues.

Skills

Insurance sales

Insurance brokerage

Customer service

CRM software familiarity

Communication skills

Job description

Summit Insurance Group in Lexington, KY is seeking a Licensed Insurance Agent for a full-time, on-site role. You will meet with prospective and existing clients to assess insurance needs and recommend appropriate coverage options.

You will prepare quotes, explain policy features and benefits, process applications, and assist clients with policy changes and renewals, while maintaining accurate client records and following up on leads.