Philadelphia Insurance Advisor | Client-Focused Growth

Trinity South LLC; Philadelphia (Philadelphia County); On-site; USD 60,000 - 89,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Paid time off

Job summary

Trinity South LLC in Philadelphia, PA is seeking a detail-oriented Insurance Agent to support clients with tailored coverage solutions. This FULL_TIME role involves analyzing needs, recommending policies, processing applications, and guiding clients through the claims process with accuracy and care.

You will work closely with a team, maintain up-to-date client records, and stay informed about industry trends and regulatory changes to provide the most beneficial recommendations.

Qualifications

• High school diploma or equivalent and 2–3 years in insurance sales.
• Strong communication and interpersonal skills.
• Excellent organizational and time-management abilities.
• Valid driver's license and access to a vehicle.
• Proficiency in Microsoft Office and insurance software.

Responsibilities

• Assess clients' insurance needs and recommend appropriate coverage options.
• Process and manage insurance policies, including renewals and cancellations.
• Maintain accurate client records and documentation.
• Provide excellent customer service and resolve inquiries promptly.
• Stay informed about industry trends, regulations, and best practices.
• Collaborate with the team to achieve sales targets and company growth.

Skills

Communication

Interpersonal skills

Time management

Organizational skills

Driver's license

MS Office

Insurance software

Education

High school diploma or equivalent

Tools

Insurance software/systems

MS Office Suite

Job description

Trinity South LLC in Philadelphia, PA is seeking a detail-oriented Insurance Agent to support clients with tailored coverage solutions. This FULL_TIME role involves analyzing needs, recommending policies, processing applications, and guiding clients through the claims process with accuracy and care.

You will work closely with a team, maintain up-to-date client records, and stay informed about industry trends and regulatory changes to provide the most beneficial recommendations.