What are the responsibilities and job description for the Insurance Agent position at Independent Agency?
Company Description Independent Agency is a growing insurance brokerage that supports clients with personalized insurance solutions across multiple lines of coverage. The agency operates with a strong focus on integrity, transparency, and long-term client relationships. Team members collaborate remotely, using modern tools and processes to provide efficient, responsive service. Independent Agency values professional development and encourages continuous learning to stay current with industry trends and products.
Role Description This is a full-time remote role for an Insurance Agent. The Insurance Agent will consult with individuals and businesses to assess their insurance needs, recommend appropriate products, and present tailored insurance solutions. Daily responsibilities include prospecting new clients, following up on leads, conducting coverage reviews, and preparing quotes and proposals. The Insurance Agent will manage policy applications, renewals, and changes, while maintaining accurate records in the agency’s systems. The role also involves providing ongoing customer service, handling inquiries and claims-related questions, and collaborating with carriers and internal team members to ensure a smooth client experience.
Qualifications
Role Description This is a full-time remote role for an Insurance Agent. The Insurance Agent will consult with individuals and businesses to assess their insurance needs, recommend appropriate products, and present tailored insurance solutions. Daily responsibilities include prospecting new clients, following up on leads, conducting coverage reviews, and preparing quotes and proposals. The Insurance Agent will manage policy applications, renewals, and changes, while maintaining accurate records in the agency’s systems. The role also involves providing ongoing customer service, handling inquiries and claims-related questions, and collaborating with carriers and internal team members to ensure a smooth client experience.
Qualifications
- Strong Insurance Sales skills with a proven ability to generate leads, close opportunities, and meet or exceed sales targets.
- Solid understanding of Insurance products, policy structures, and risk management principles.
- Experience working within an Insurance Brokerage environment, including coordinating with carriers and navigating underwriting processes.
- Basic to intermediate Finance skills to explain premiums, deductibles, coverage limits, and overall financial impact to clients.
- Excellent Customer Service skills, including active listening, problem-solving, and clear, empathetic communication.
- Relevant state insurance license (or eligibility to obtain) for the lines of authority required.
- Comfort working remotely, with strong organizational skills, time management, and self-motivation.
- Proficiency with CRM or agency management systems and standard office software tools.
- Prior experience in personal or commercial lines insurance is beneficial.
- High school diploma or equivalent required; post-secondary education in business, finance, or a related field is an advantage.