What are the responsibilities and job description for the Licensed Insurance Agent position at Medix™?
Licensed Insurance Agent / Licensed CSR & Account Manager
Full-Time | Monday–Friday, 8:45 AM–5:00 PM | No Weekends
We are seeking a motivated and customer-focused Licensed Insurance Agent to join our growing team. In this role, you will help clients protect what matters most by providing tailored insurance solutions across auto, home, life, health, and/or commercial lines. You will build long-term relationships, deliver exceptional service, and educate customers on policy options that best meet their needs.
This position also functions as a Licensed CSR/Account Manager, with a primary focus on customer service and retention for an assigned book of business. You will be expected to grow the book through cross-sales, identifying additional insurance needs and confidently offering expanded coverage options. This role requires at least two years of experience, as we need professionals who can hit the ground running.
What You’ll Do
- Develop and maintain a strong understanding of insurance products and services
- Assess client needs and recommend appropriate coverage across personal lines
- Grow existing customer accounts through upselling and cross-selling
- Provide exceptional customer service to policyholders and support retention efforts
- Process applications, handle policy changes, and assist customers with claims
- Maintain accurate records in the agency CRM or management system
- Stay up to date on licensing requirements and industry regulations
- Meet or exceed sales goals and performance metrics such as written premium, customer count, and policies per household
- Participate in a collaborative environment where team members serve as subject matter experts for specific carriers
Compensation & Growth
- Base Salary: $50,000–$65,000
- Performance Bonuses: Year-end bonus of $5,000 for satisfactory performance, up to $10,000 for exceptional performance
- Clear path for advancement into Branch Manager, Producer, or additional leadership roles
- Supportive, family-oriented environment with strong values and a culture of learning
What We’re Looking For (Must-Have Qualifications)
- Active Property & Casualty insurance license in Colorado
- Minimum 2 years of insurance or customer service experience (insurance strongly preferred)
- Strong communication, interpersonal, and problem-solving skills
- Confident in asking clients about additional insurance needs and cross-sales opportunities
- Ability to explain complex insurance concepts in clear, customer-friendly terms
- Self-motivated, organized, and able to work both independently and as part of a team
- Proficiency with Microsoft Office and/or insurance software systems
Why You’ll Love Working Here
- Competitive compensation with strong bonus potential
- A collaborative, engaged team environment
- Family-oriented culture with excellent values
- Opportunities to grow your career within the organization
Salary : $50,000 - $65,000