What are the responsibilities and job description for the Insurance Needs Specialist position at Zander Insurance Agency?
Grow Your Insurance Sales Career with Zander
Zander Insurance is looking for motivated individuals to join our team as Insurance Needs Specialists. This is a customer-focused role with exposure to insurance sales and client needs analysis, where you will assist customers in evaluating coverage needs and connecting with appropriate solutions through inbound and outbound calls.
This position is a great fit for someone looking to break into sales and insurance, as well as newer insurance agents who want to develop their skills while working with top-rated carriers in a supportive, growth-oriented environment. No insurance experience is required — we provide hands-on training, coaching, and opportunities for long-term career growth, including support for obtaining Life and/or Property & Casualty insurance licenses.
As a 2025 Big “I” Best Practices Agency and a 2026 Nashville Business Journal Best Places to Work recipient, Zander is committed to investing in employees, promoting from within, and creating an environment where you can grow professionally while helping to protect families.
Why Zander?
At Zander, your work helps protect families while creating opportunities for your own personal and professional growth.
As a 49% employee-owned company, we believe employees should share in the success of the business through our Employee Stock Ownership Plan (ESOP). Shares are awarded to employees as part of their employment, supporting long-term financial growth and investment in your future.
What We Offer
- Competitive base salary plus performance bonuses
- Monthly profit distribution bonus
- Employee Stock Ownership Plan (ESOP)
- All leads provided — no cold calling
- Hybrid work schedule
- Medical and dental insurance paid 100% by Zander
- Generous company HSA contributions
- 401(k) with 5% dollar-for-dollar company match
- 3 weeks PTO plus paid holidays
- Career growth and leadership opportunities
- Ongoing training and development
- Meaningful work helping protect families
Key Responsibilities
- Communicate with customers by phone to help identify insurance needs and solutions
- Handle inbound and outbound calls in a high-volume, team-oriented environment
- Use established processes and conversation guides to support customer interactions
- Address customer questions and objections professionally and effectively
- Accurately document customer information using company software systems
- Deliver clear verbal and written communication
- Support additional team responsibilities as needed
What We’re Looking For
- High school diploma or equivalent
- Strong communication and customer service skills
- Comfortable working in a fast-paced environment
- Reliable work ethic and willingness to learn
- Basic computer proficiency
- Typing speed of at least 45 WPM
- Interest in professional growth and development
Training & Development
Zander provides comprehensive onboarding and ongoing training to help you succeed in the role. Employees interested in advancing into licensed insurance positions may also receive preparation and support for obtaining Life and/or Property & Casualty insurance licenses.
Hiring Process
- Introductory interview with HR
- Interview with hiring team
- Final hiring decision communicated promptly
Schedule & Location
This is a hybrid position based in Nashville, TN. Employees must reside within 50 miles of Nashville prior to starting employment.
Essential Functions
These essential functions are representative of those that must be met by an employee to successfully perform the physical aspects of the job. Reasonable accommodation may be made to enable individuals with disabilities to perform these essential functions.
- Use of office equipment including personal computer, multiple screens, printer, fax machine, scanner and telephone;
- The employee is occasionally required to use hands and fingers to operate, handle, and reach;
- Specific vision abilities required by this job include close vision and the ability to adjust focus;
- Communicate effectively in English, writing and verbally in person, via email, video meetings and telephone;
- Communicate effectively via telephone for extended periods of time, up to 7 hours per day;
- Ability to pay attention, listen actively, analyze problems and evaluate options, focused on task, multi-task, decision making, and engage appropriately;
- Ability to appropriately handle stress in a fast-paced environment and interact appropriately with others;
- Sit & stand for extended periods of time up to 7 hours per day;
- Must be able to walk up and down stairs (there are no elevators in the 2-story main office Building);
- Physical, consistent attendance during normal working hours within a standard 40-hour workweek, as many of the job duties are time sensitive and most effectively and efficiently resolved only through required immediate communication; additional hours may be required;
- The noise level in the work environment is usually moderate to loud.
COMMUNICATION NOTICE
As part of our hiring process, we may contact candidates by text message for interview reminders or scheduling updates. By applying, you consent to receiving job related text messages from Zander Insurance. If you prefer not to receive texts, you can reply STOP at any time to opt out.