Property And Casualty Insurance Sales Agent

Cardinal Insurance Group; Gilbert (AZ); On-site; USD 38,000 - 70,000; Full time

Job summary

Cardinal Insurance Group is seeking a full‑time on‑site Insurance Sales Agent in Gilbert, AZ. You will identify prospects, assess coverage needs, and present tailored auto, home, and commercial solutions from multiple carriers.

Responsibilities include preparing quotes, explaining policy features, processing applications, and managing renewals. You will provide ongoing client support, handle billing and claims questions, and maintain accurate records, while meeting sales targets with integrity.

Qualifications

• Strong sales and customer service skills, including prospecting, needs assessment, and relationship building.
• Excellent communication and interpersonal skills.
• Organizational and time‑management skills to handle multiple client accounts, follow‑ups, and documentation efficiently.
• Basic computer proficiency and comfort using agency management systems, CRM tools, and online quoting platforms.
• Active Property and Casualty insurance license in Arizona (or ability to obtain one within a defined timeframe).
• Prior experience in insurance, financial services, or a related client‑facing role is preferred.
• Ability to work on‑site in Gilbert, AZ, collaborate with team members, and adhere to regulatory and compliance requirements.
• High school diploma or equivalent required; additional education in business, finance, or a related field is a plus.

Responsibilities

• Identify and qualify prospects.
• Assess coverage needs and present tailored auto, home, and commercial insurance solutions.
• Prepare quotes and explain policy features.
• Process applications and manage renewals and policy changes.
• Provide ongoing client support and answer billing/claims questions.
• Maintain accurate records in agency systems and comply with regulations.
• Meet sales goals while delivering high levels of customer service.

Skills

Sales

Customer service

Prospecting

Needs assessment

Relationship building

Communication

Interpersonal skills

Time management

CRM familiarity

On-site collaboration

Education

High school diploma or equivalent

Arizona Property & Casualty license

Tools

Agency management systems

CRM tools

Online quoting platforms

Job description

Company Description

Cardinal Insurance Group is an independent insurance agency specializing in auto, home, and commercial insurance. As an independent agency, the team works with multiple insurance carriers to match clients with the best fit for claims support, coverage options, and pricing. The agency focuses on building long-term relationships, serving as the primary contact for billing questions, policy changes, and claims assistance. Cardinal Insurance Group is committed to being a reliable partner for clients in both routine situations and challenging times, offering personalized service and guidance.

Role Description

This is a full-time, on‑site Property and Casualty Insurance Sales Agent role based in Gilbert, AZ. The agent will identify and qualify prospects, assess coverage needs, and present tailored auto, home, and commercial insurance solutions from multiple carriers. Daily responsibilities include preparing quotes, explaining policy features, processing applications, and managing renewals and policy changes. The role also involves providing ongoing client support, answering billing and claims‑related questions, and maintaining accurate records in agency systems. The agent is expected to meet sales goals while upholding ethical standards and delivering a high level of customer service.

Qualifications

• Strong sales and customer service skills, including prospecting, needs assessment, and relationship building.
• Excellent communication and interpersonal skills, with the ability to explain complex coverage options in clear, accessible language.
• Organizational and time‑management skills to handle multiple client accounts, follow‑ups, and documentation efficiently.
• Basic computer proficiency and comfort using agency management systems, CRM tools, and online quoting platforms.
• Active Property and Casualty insurance license in Arizona (or ability to obtain one within a defined timeframe).
• Prior experience in insurance, financial services, or a related client‑facing role is preferred.
• Ability to work on‑site in Gilbert, AZ, collaborate with team members, and adhere to regulatory and compliance requirements.
• High school diploma or equivalent required; additional education in business, finance, or a related field is a plus.