What are the responsibilities and job description for the Insurance Agent position at Calidad Insurance?
Calidad Insurance, founded in 2004, is dedicated to providing high-quality service in both insurance and income tax solutions. The company focuses on delivering peace of mind, security, and transparent support, going beyond standard offerings to serve clients with integrity and a strong customer-first approach. Calidad Insurance invests in team members’ personal and professional development, providing tools and a platform that encourage entrepreneurship and mutual growth. With multiple agencies across Georgia and South Carolina, the company offers extensive, up-to-date training so team members can confidently advise clients and help them make informed decisions about insurance and tax products.
Role Description This is a full-time, on-site Insurance Agent role based in Duluth, GA. The Insurance Agent will assist clients in understanding and selecting appropriate insurance products, including auto, home, personal and commercial lines, while explaining coverage options, policy terms, and pricing in a clear and accessible manner. Day-to-day responsibilities include conducting needs assessments, generating quotes, processing applications, and managing policy renewals and changes. The role involves providing responsive customer service, handling inquiries and claims-related questions, and maintaining accurate documentation in compliance with company and regulatory standards. The Insurance Agent will also participate in ongoing training, support local marketing and outreach efforts, and contribute to a collaborative, performance-driven team environment.
Qualifications
- Demonstrated proficiency in insurance-related skills, including Insurance Sales and Insurance Brokerage.
- Solid understanding of Insurance products and concepts, with the ability to explain coverage clearly and accurately.
- Strong Customer Service skills, with a focus on empathy, active listening, and solutions-oriented support.
- Effective verbal and written communication skills in a professional setting.
- Comfort with basic computer systems, CRM tools, and documentation processes.
- Ability to work on-site full time in Duluth, GA, and collaborate with a diverse team.
- Prior experience in insurance, financial services, or related client-facing roles is preferred but not required.