Insurance Sales Agent (Licensed)
Location: WATERFORD, WI
Job Type: fulltime
Company: Steffens Insurance Group
Salary: $55000.0 - $75000.0 per year
Category: Insurance
Job Description Apply Now
Insurance Sales Agent (Licensed)
Steffens Insurance Group is actively seeking a passionate and driven Insurance Sales Agent (Licensed) to join our team. This full-time position is ideal for individuals eager to build relationships and provide outstanding support to clients. As an Insurance Sales Agent (Licensed), you will manage client accounts, facilitate policy renewals and updates, and deliver tailored insurance solutions. Our supportive environment offers structured training for candidates who possess the required credentials and demonstrate the right attitude. An active Property and Casualty (P&C) insurance license is essential for this role.
Working in the heart of Wisconsin, you will be part of a dynamic team focused on making a positive impact in the insurance industry. Steffens Insurance Group is dedicated to offering personalized coverage for both individuals and businesses, prioritizing client satisfaction and long-term partnerships. Our agency is committed to professional growth, community involvement, and providing a workplace that encourages collaboration and career advancement.
As an Insurance Sales Agent (Licensed), your core responsibilities will include managing a portfolio of insurance accounts, serving as the main point of contact for policyholders, and ensuring their needs are met promptly and professionally. You will be responsible for processing certificates, endorsements, quotes, and essential documentation with precision, while maintaining detailed records through our agency management systems. Collaboration with underwriters and team members is an integral part of the position, as you work together to provide innovative insurance solutions in a fast-paced environment.
Applicants should possess strong communication, organizational, and problem-solving skills, with the ability to handle multiple priorities efficiently. Previous experience in insurance account management or customer service is preferred, and proficiency in Microsoft Office and agency management software will be considered an asset. Steffens Insurance Group offers a comprehensive benefits package, including a competitive base salary, paid time off, medical, dental, and vision insurance, as well as opportunities for professional development and team-building events.
Our team is dedicated to fostering a welcoming and inclusive workplace where every employee can thrive. If you are a motivated insurance professional who values building client relationships, teamwork, and ongoing career progression, we encourage you to take the next step in your career. Click the application button to join Steffens Insurance Group and become part of a respected organization committed to excellence in insurance services.
Insurance Sales Agent (Licensed) - Summary- Full-time position within a successful insurance agency
- Focus on managing insurance accounts and providing exceptional client support
- Active Property and Casualty (P&C) license required
- Structured training available for qualified candidates
- Join a collaborative and growth-oriented team
- Serve as the primary contact for assigned insurance accounts, addressing client needs and inquiries
- Support clients with policy service, renewals, updates, and coverage questions
- Assist clients through the claims process and provide claims support
- Process certificates, endorsements, quotes, and other insurance documentation with accuracy
- Maintain detailed client records using agency management software
- Collaborate with underwriters and team members to deliver comprehensive insurance solutions
- Stay informed about current P&C insurance products, coverage options, and industry developments
- Competitive base salary
- PTO (Paid Time Off)
- Medical, dental, and vision insurance
- Short-term disability and life insurance
- Quarterly agency outings and team events
- Opportunities for professional development and continuing education
- Active Property and Casualty (P&C) license
- Previous insurance account management or customer service experience preferred
- Proficiency in Microsoft Office and agency management software
- Strong organizational, communication, and problem-solving abilities
- Ability to manage multiple priorities and accounts efficiently
- Licensed insurance sales professional with a client-focused approach
- Detail-oriented and organized with strong interpersonal skills
- Collaborative team player eager to contribute to agency growth
- Adaptable, eager to learn, and committed to ongoing professional development
- Steffens Insurance Group is a client-centered agency dedicated to personalized insurance solutions
- Inclusive and supportive work environment
- Complies with all Equal Employment Opportunity (EEO) standards
- To apply, click the job application button and submit your resume along with a brief note about your suitability for the role