What are the responsibilities and job description for the Insurance Agent position at Legacy Insurance?
Company Description Legacy Insurance is a customer-centric insurance agency dedicated to building long-term relationships with clients in Tennessee, Kentucky, and multiple other states. The team focuses on needs-based conversations to align individuals and families with insurance products that best protect their legacy. With over 50 years of cumulative experience, Legacy Insurance offers access to seasoned professionals who provide guidance through every step of the insurance process. Team members benefit from a collaborative environment that emphasizes expertise, client trust, and ongoing professional growth.
Role Description This full-time, on-site Insurance Agent role is based in Clarksville, TN. The Insurance Agent will meet with current and prospective clients to assess their coverage needs, explain insurance products, and recommend tailored policies across areas such as life, auto, home, and other lines. Daily responsibilities include generating new business through outreach and referrals, providing quotes, processing applications, and maintaining accurate client records. The role also involves delivering ongoing support, handling policy changes, assisting with claims-related inquiries, and ensuring a high level of customer satisfaction. The Insurance Agent collaborates with team members to stay informed on carrier guidelines, industry trends, and regulatory requirements.
Qualifications
Role Description This full-time, on-site Insurance Agent role is based in Clarksville, TN. The Insurance Agent will meet with current and prospective clients to assess their coverage needs, explain insurance products, and recommend tailored policies across areas such as life, auto, home, and other lines. Daily responsibilities include generating new business through outreach and referrals, providing quotes, processing applications, and maintaining accurate client records. The role also involves delivering ongoing support, handling policy changes, assisting with claims-related inquiries, and ensuring a high level of customer satisfaction. The Insurance Agent collaborates with team members to stay informed on carrier guidelines, industry trends, and regulatory requirements.
Qualifications
- Strong insurance expertise, including Insurance and Insurance Brokerage skills, with the ability to explain coverage options clearly and accurately.
- Proficiency in Insurance Sales, with a track record of meeting targets while maintaining a consultative, client-focused approach.
- Foundational Finance knowledge to help clients understand premiums, deductibles, and the financial impact of coverage decisions.
- Excellent Customer Service skills, including active listening, empathy, and the ability to resolve client issues promptly and professionally.
- Relevant state insurance producer license (or eligibility to obtain), and familiarity with regulatory and compliance standards.
- Strong communication, negotiation, and interpersonal skills, with the ability to build trust and long-term client relationships.
- Comfort using CRM and agency management systems, as well as basic office software for documentation and follow-up.
- Ability to work on-site in Clarksville, TN, manage a varied workload, and collaborate effectively in a team-oriented environment.