Licensed Insurance Agent

TruMark Dealer Services, Inc; Birdsboro (Berks County); Hybrid; USD 27,552,000 - 48,216,000; Full time

Job summary

TruMark Dealer Services, Inc. is hiring a Licensed Insurance Agent for a hybrid role in Birdsboro, PA. The position can be full-time or part-time, with duties spanning calls to quote and bind insurance, assessing client needs, and preparing applications.

Responsibilities include processing policy changes, ensuring regulatory compliance, and supporting dealership finance teams. Strong customer service, licensing, and organization are essential for success.

Qualifications

• Demonstrated proficiency in Insurance Sales with ability to explain coverage options.
• Background in Insurance Brokerage or working with multiple carriers to provide tailored solutions.
• Strong Customer Service skills including active listening and clear communication.
• Active state insurance license (or ability to obtain within timeframe) required.
• On-site work in Birdsboro, PA with reliable attendance.
• Ability to manage records and use basic office software.

Responsibilities

• Answer incoming calls to quote and bind insurance.
• Assess customer needs and prepare quotes.
• Complete insurance applications and process policy changes.
• Ensure compliance with regulatory and company standards.
• Collaborate with dealership finance teams and maintain accurate records.
• Provide ongoing support to clients to promote retention.

Skills

Insurance sales

Customer service

Communication

Problem solving

Tools

Insurance software

Job description

Company Description TruMark Dealer Services, Inc. is a full-service Finance and Insurance agency focused on specialty product dealerships, including RV, powersports, and marine. The company provides profit-building products and cost-saving programs designed to strengthen dealership performance and enhance customer satisfaction. TruMark’s mission is to deliver quality finance and insurance solutions through superior customer service and deep industry expertise. The organization is built on honesty, integrity, and long-term relationships, and is committed to succeeding by helping its dealer clients prosper.

Role Description The Licensed Insurance Agent role at TruMark Dealer Services, Inc. is a hybrid position. Looking for full-time or part-time candidates. Office location is Birdsboro, PA. The agent will work directly with incoming calls to quote and bind insurance. Daily responsibilities include assessing customer needs, preparing quotes, completing applications, processing policy changes, and ensuring compliance with regulatory and company standards. The role also involves collaborating with dealership finance teams, maintaining accurate records, and providing ongoing support to clients to promote retention and satisfaction.

Qualifications

• Demonstrated proficiency in Insurance Sales and Insurance, with experience presenting and explaining coverage options to customers.
• Background in Insurance Brokerage or working with multiple carriers to provide tailored solutions to clients.
• Strong Customer Service skills, including active listening, clear communication, and problem resolution.
• Active state insurance license (or ability to obtain within a specified timeframe) required.
• Ability to work on-site in Birdsboro, PA, with reliable attendance and punctuality.
• Solid organizational skills, attention to detail, and proficiency with basic office software and insurance systems.
• High level of professional integrity, ethical judgment, and commitment to building long-term client relationships.

Compensation

$25 per hour or commission based pay available.