What are the responsibilities and job description for the Licensed Insurance Agent position at Hired LLC?
About the Opportunity
Hired Employment Agency is currently recruiting a Licensed Insurance or Financial Services Representative on behalf of an established, family-owned insurance and financial services agency located in Uniontown, Pennsylvania.
Our client has built its business around personalized service, long-standing customer relationships, and a commitment to helping individuals and families make informed decisions about their insurance and financial needs.
They are seeking a motivated, professional, and relationship-driven individual who enjoys working with people, takes pride in providing exceptional customer service, and wants to contribute to the continued success of a respected local agency.
This opportunity is ideal for someone who values a professional yet welcoming office environment, enjoys meaningful customer interactions, and works well as part of a close-knit team.
Position Overview
The Licensed Insurance or Financial Services Representative will play an important role in supporting existing customers, developing new relationships, and assisting with the agency's daily insurance and financial services operations.
The successful candidate will be comfortable engaging with customers both in person and over the phone, discussing coverage options, answering questions, and identifying solutions that align with individual customer needs.
This is an active, customer-facing position requiring strong communication skills, attention to detail, initiative, and the ability to manage multiple responsibilities throughout the workday.
Our client is particularly interested in individuals who bring enthusiasm, professionalism, and a genuine interest in helping others. Someone who can confidently start conversations, establish trust, follow through on commitments, and contribute positively to the office environment will be well suited for this opportunity.
Key Responsibilities
Customer Service & Relationship Management
- Serve as a primary point of contact for existing and prospective insurance customers.
- Provide professional, knowledgeable, and courteous assistance regarding insurance products, coverage options, and policy-related questions.
- Develop and maintain strong relationships with customers through consistent communication and personalized service.
- Assist customers with policy updates, account questions, payments, and general service requests.
- Maintain proactive communication with customers regarding coverage needs, policy changes, and renewal opportunities.
- Address customer concerns professionally and work toward timely, appropriate resolutions.
- Ensure customers receive accurate information and a positive experience during every interaction.
Insurance Sales & Business Development
- Assist prospective customers with obtaining insurance quotes and understanding available coverage options.
- Identify opportunities to offer insurance products and services that align with customer needs.
- Explain policy features, coverage options, and related information clearly and professionally.
- Follow up with prospective customers regarding quotes, applications, and insurance inquiries.
- Support new customer acquisition and existing customer retention initiatives.
- Assist with Property & Casualty insurance products within the scope of applicable licensing.
- Develop relationships with prospective customers and contribute to the agency's continued business growth.
- Recognize opportunities to introduce additional insurance or financial services when appropriately licensed and authorized.
Daily Office Operations
- Process insurance applications, policy changes, payments, and related documentation.
- Maintain accurate and confidential customer records, policy information, and account documentation.
- Communicate with customers through telephone calls, email correspondence, and face-to-face appointments.
- Coordinate with coworkers to ensure customer requests and administrative responsibilities are handled efficiently.
- Maintain familiarity with insurance products, agency procedures, and applicable regulatory requirements.
- Assist with additional administrative and customer service responsibilities as needed.
- Represent the agency professionally during customer interactions and community-related activities.
Qualifications & Requirements
Licensing
- An active, valid insurance license is required for consideration.
- Property & Casualty licensing is strongly preferred.
- Series 6 or other applicable financial services licensing is highly desirable.
- Candidates possessing additional qualifying licenses may receive consideration for a higher compensation range.
- Must maintain all licenses and continuing education requirements applicable to assigned responsibilities.
Professional Experience
- Previous experience in insurance, financial services, customer service, account management, or sales is preferred.
- Experience working directly with customers in a professional office environment is beneficial.
- Demonstrated ability to build relationships, manage customer inquiries, and provide consistent follow-through.
- Familiarity with insurance products, policy servicing, and customer relationship management systems is advantageous.
Communication & Interpersonal Skills
- Excellent verbal and written communication skills.
- Confident communicating with customers over the phone, through email, and in person.
- Ability to explain insurance-related information in a clear, professional, and understandable manner.
- Strong listening skills and the ability to ask appropriate questions to understand customer needs.
- Comfortable initiating conversations and building professional relationships.
- Ability to communicate respectfully and effectively with individuals from a variety of backgrounds.
Professionalism & Work Ethic
- Dependable, punctual, and committed to maintaining consistent attendance.
- Professional appearance and demeanor appropriate for a customer-facing office environment.
- Organized, detail-oriented, and capable of managing several responsibilities throughout the workday.
- Self-motivated with the ability to take initiative and work independently when necessary.
- Positive, team-oriented attitude and willingness to support coworkers.
- Ability to maintain confidentiality when handling customer and financial information.
- Strong ethical judgment and commitment to following established procedures and industry regulations.
- Ability to successfully complete required pre-employment screening procedures.
Work Environment & Company Culture
Our client offers a professional, relationship-focused workplace where employees are encouraged to contribute ideas, support one another, and take pride in the quality of service they provide.
As a family-owned agency, the business places significant importance on trust, accountability, professionalism, and maintaining positive relationships with both customers and coworkers.
The office environment is collaborative and customer-focused. Employees can expect regular telephone interactions, face-to-face customer service, administrative responsibilities, and opportunities to assist with business development.
The ideal individual will be someone who enjoys staying engaged throughout the workday, brings positive energy to the office, and understands the importance of delivering dependable service.
Schedule & Work Arrangement
- Part-time position averaging approximately 20 hours per week.
- W-2 employment classification.
- Position will initially be performed in person at the Uniontown, Pennsylvania office.
- Potential opportunity for a hybrid work arrangement following six months of employment.
- Hybrid eligibility will be evaluated based on individual performance, operational requirements, and business needs.
- Regular, dependable attendance during scheduled working hours is expected.
Compensation
- Starting compensation ranges from $20.00 to $23.00 per hour for qualified licensed insurance professionals.
- Candidates possessing a Series 6 or other qualifying financial services license may be considered for a higher hourly rate.
- Final compensation will be determined based on relevant experience, active licensing, qualifications, and position responsibilities.
Pay: $20.00 - $38.00 per hour
Benefits:
- Flexible schedule
Work Location: In person
Salary : $20 - $38