What are the responsibilities and job description for the Insurance Agent position at BrightCare Financial?
Company Description BrightCare Financial is a growing insurance services company focused on helping individuals and families protect what matters most. The organization offers a range of insurance products, including life, health, property, and casualty coverage, designed to meet diverse client needs. BrightCare Financial emphasizes clear communication, ethical practices, and personalized guidance to support clients through important financial decisions. Team members are encouraged to build lasting relationships with clients while working in a collaborative, professional environment. The company values continuous learning and supports ongoing professional development for its insurance professionals.
Role Description This is a full-time, on-site Insurance Agent role based in Nashville, TN. The Insurance Agent will meet with prospective and existing clients to assess their coverage needs, explain insurance options, and recommend appropriate policies. Daily responsibilities include generating new business through outreach and networking, following up on leads, preparing quotes, and processing applications. The role also involves reviewing policy renewals, handling basic claims inquiries, maintaining accurate records in internal systems, and ensuring compliance with regulatory and company standards. The Insurance Agent will collaborate with internal teams, participate in training sessions, and consistently provide a professional, client-centered experience.
Qualifications
Role Description This is a full-time, on-site Insurance Agent role based in Nashville, TN. The Insurance Agent will meet with prospective and existing clients to assess their coverage needs, explain insurance options, and recommend appropriate policies. Daily responsibilities include generating new business through outreach and networking, following up on leads, preparing quotes, and processing applications. The role also involves reviewing policy renewals, handling basic claims inquiries, maintaining accurate records in internal systems, and ensuring compliance with regulatory and company standards. The Insurance Agent will collaborate with internal teams, participate in training sessions, and consistently provide a professional, client-centered experience.
Qualifications
- Ability to assess client needs, explain insurance products clearly, and provide tailored recommendations.
- Strong communication, interpersonal, and customer service skills to build trust and long-term client relationships.
- Solid organizational and time-management skills, with attention to detail in documentation and follow-up.
- Comfort with sales activities, including prospecting, networking, and closing new business in a compliant manner.
- Proficiency with computers and CRM or agency management software; ability to learn new tools and systems quickly.
- High level of integrity, professionalism, and adherence to regulatory and ethical standards.
- Ability to work on-site in Nashville, TN, in a fast-paced environment and collaborate effectively with colleagues.
- Relevant state insurance license (or eligibility to obtain one within a defined period) required; prior insurance or financial services experience is preferred.
- High school diploma or equivalent required; college coursework or a degree in business, finance, or a related field is a plus.