Managing Expansion Agent

Atlantic District; Doylestown (Bucks County); On-site; USD 65,000 - 110,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Work from Home

Flexible Schedule

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Parental Leave

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Job summary

The Atlantic District in Doylestown, PA is seeking a Managing Expansion Agent to lead community-focused insurance growth. You will identify local families and businesses, build lasting relationships, and expand our presence through targeted outreach while delivering tailored insurance solutions.

Join a team that values proactive client service, strong networks, and a hands-on leadership approach. This role emphasizes local engagement, strategic planning, and ongoing client support in a

Qualifications

• Active Pennsylvania Life and Health Insurance License.
• Three or more years of experience in insurance sales or professional client-facing roles.
• Demonstrated ability to cultivate and maintain a professional network.
• Strong organizational skills for managing a growing portfolio.
• Clear and articulate communication style for client consultations.
• Comfortable using industry-standard agency management systems and digital scheduling tools.

Responsibilities

• Identify and engage with local families and businesses to help them secure their financial futures.
• Develop and execute strategies to grow our presence within the Doylestown community and beyond.
• Conduct in-depth meetings to uncover client needs and present appropriate insurance solutions.
• Manage and nurture a pipeline of leads while providing ongoing support to existing clients.
• Collaborate with the leadership team to refine our local sales approach and outreach tactics.
• Represent The Atlantic District with professionalism and a genuine desire to assist others during key life transitions.

Skills

Client relationship building

Networking

Communication skills

Organizational skills

Prospecting

Schedule management

Tools

Agency management systems

Digital scheduling tools

Job description

Job Description

At The Atlantic District, we believe insurance is about more than just numbers—it is about the people and stories behind them. We are currently growing our team in the heart of Doylestown, Pennsylvania, and we are looking for a Managing Expansion Agent who is ready to make a real difference in the lives of our neighbors. We have built our reputation on trust, reliability, and a warm, human-centered approach that keeps our clients coming back for decades. When you join us, you are not just checking boxes; you are becoming an advocate for the safety and prosperity of your community. You will have the space to build your own practice, share your ideas, and grow your career alongside a team that actually cares about your professional happiness. We offer a supportive environment where your hard work is noticed and your input is always welcome. If you are someone who enjoys building lasting relationships and wants to play a key role in our expansion, we would love to welcome you to the team. Let’s work together to protect what matters most.

Benefits

• Paid Time Off (PTO)
• Work from Home
• Flexible Schedule
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Disability Insurance
• Parental Leave
• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities
• Retirement Plan

Responsibilities

Identify and engage with local families and businesses to help them secure their financial futures.

Develop and execute strategies to grow our presence within the Doylestown community and beyond.

Conduct in-depth meetings to uncover client needs and present appropriate insurance solutions.

Manage and nurture a pipeline of leads while providing ongoing support to existing clients.

Collaborate with the leadership team to refine our local sales approach and outreach tactics.

Represent The Atlantic District with professionalism and a genuine desire to assist others during key life transitions.

Requirements

Active Pennsylvania Life and Health Insurance License.

Three or more years of experience in insurance sales or professional client-facing roles.

Demonstrated ability to cultivate and maintain a professional network.

Strong organizational skills for managing a growing portfolio.

Clear and articulate communication style for client consultations.

Comfortable using industry-standard agency management systems and digital scheduling tools.