What are the responsibilities and job description for the Licensed Insurance Agent position at Summit Insurance Group?
Company Description Summit Insurance Group is dedicated to helping clients protect their future so they can feel confident that their legacy will be preserved. The organization focuses on providing insurance coverage that supports long-term financial security and peace of mind. Summit Insurance Group offers a range of insurance solutions tailored to individual needs and life stages. Prospective team members can learn more about the company’s services and values through its online presence, including its Linktree resources.
Role Description The Licensed Insurance Agent is a full-time, on-site role based in Lexington, KY. This role involves meeting with prospective and existing clients to assess their insurance needs and recommend appropriate coverage options. The agent will prepare quotes, explain policy features and benefits, process applications, and assist clients with policy changes and renewals. Daily responsibilities include maintaining accurate client records, following up on leads, and collaborating with team members to meet sales and service goals. The agent will also provide ongoing support by answering client questions, resolving issues, and ensuring a positive customer experience.
Qualifications
- Strong proficiency in Insurance Sales, with the ability to identify client needs and match them to appropriate Insurance products.
- Experience in Insurance Brokerage or related roles, including working with multiple carriers and product lines.
- Solid understanding of Finance principles as they relate to risk management, premiums, and long-term planning.
- Demonstrated Customer Service skills, including clear communication, active listening, and conflict resolution.
- Active insurance license in the applicable state(s), or eligibility and willingness to obtain one within a defined timeframe.
- Ability to work on-site in Lexington, KY, with reliable attendance and professionalism.
- Comfort using CRM systems, office productivity software, and digital communication tools.
- Prior experience in personal lines, life, or commercial insurance is required with a proven track record.