Licensed Insurance Agent

Quest Financial & Insurance Services; Twinsburg (OH); Hybride; USD 42 000 - 66 000; Plein temps

Résumé du poste

Quest Financial & Insurance Services in Ohio is seeking a full-time Licensed Insurance Agent for a hybrid Twinsburg role. You will advise clients on personal and commercial coverages, assess risk, and prepare tailored proposals while handling renewals, applications, and lead follow-up.

You will maintain client records, coordinate with carriers, support probate bond requests, and provide responsive service to drive agency growth through ethical, consultative sales.

Qualifications

• Active state insurance license or eligibility to obtain one within a defined timeframe.
• Demonstrated Insurance Sales experience with ability to identify client needs.
• Strong knowledge of personal and commercial insurance products.
• Familiarity with insurance brokerage practices and coverage concepts.
• Proven customer service skills with clear communication and problem-solving.
• Experience in an agency or financial services environment preferred.
• Comfort using CRM systems and carrier platforms for documentation.
• Ability to work onsite in Twinsburg, OH and remotely.
• High integrity, attention to detail, and regulatory compliance.

Responsabilités

• Advise clients on personal and commercial insurance products and assess risk.
• Prepare tailored proposals and manage policy renewals and adjustments.
• Process applications and follow up on leads diligently.
• Maintain accurate client records and coordinate with carriers.
• Support probate bond requests as needed and respond to inquiries.
• Deliver responsive customer service and contribute to agency growth.

Connaissances

Insurance Sales

Insurance products

Finance concepts

Customer service

Insurance license

Agency experience

CRM systems

Carrier platforms

Onsite & remote work

Description du poste

Company Description

Quest Financial & Insurance Services is an independent insurance agency that provides a wide range of personal and business insurance solutions. The organization is dedicated to serving clients across Ohio by identifying coverage options that align with their needs and budget. Quest focuses on delivering accessible, tailored insurance guidance to individuals, families, and businesses. The agency also supports estate planning attorneys with quick and easy probate bonds through a streamlined, same-day service process.

Role Description

This full-time Licensed Insurance Agent role is a hybrid position based in Twinsburg, OH, with the flexibility to work from home for part of the week. The Licensed Insurance Agent will advise clients on personal and commercial insurance products, assess risk and coverage needs, and prepare tailored proposals. Day-to-day responsibilities include conducting consultations, managing policy renewals and adjustments, processing applications, and following up on leads. The role also involves maintaining accurate client records, coordinating with insurance carriers, and supporting probate bond requests as needed. The agent will provide responsive customer service, support claims-related inquiries, and contribute to agency growth through ethical, consultative sales practices.

Qualifications

• Demonstrated skills in Insurance Sales, with the ability to identify client needs and offer suitable solutions.
• Strong knowledge of Insurance products and Insurance Brokerage practices, including personal and commercial lines.
• Understanding of Finance concepts relevant to insurance, premiums, deductibles, and coverage limits.
• Proven Customer Service skills, with a focus on clear communication, problem-solving, and client retention.
• Active state insurance license (or eligibility to obtain one within a defined timeframe).
• Prior experience in an agency or financial services environment is preferred.
• Comfort using CRM systems, carrier platforms, and basic office software for documentation and follow-up.
• Ability to work both onsite in Twinsburg, OH and remotely, managing time and tasks independently.
• High level of integrity, attention to detail, and commitment to regulatory compliance.