Job Details

Insurance Agent

Position Summary: We are seeking a relationship-driven Insurance Agent who thrives on building long-term partnerships rather than cold calling. This role focuses on generating new business through referrals from real estate professionals and other centers of influence (COIs) while delivering exceptional service to clients and partners. This position is ideal for someone who understands that trust, consistency, and follow-up drive sustainable growth.

Essential Duties and Responsibilities

Relationship Development:

• Build and maintain strong referral relationships with:
• Real estate agents & brokers
• Mortgage lenders
• Builders & contractors
• Financial advisors & CPAs
• Other local centers of influence
• Proactively network through meetings, events, office visits, and community involvement
• Position yourself as a trusted insurance resource for referral partners

Referral-Based Sales:

• Generate new business primarily through referral sources
• Conduct insurance reviews and consultations for referred clients
• Educate clients on coverage options and risk management
• Cross-sell and round accounts appropriately (home, auto, life, etc.)

Partner Support & Value Creation:

• Provide timely quotes and service to support real estate transactions
• Communicate clearly with referral partners throughout the buying process
• Identify opportunities to add value to partner businesses (education, resources, availability)

Client Retention & Service:

• Build long-term relationships with clients
• Conduct policy reviews and coverage updates
• Ensure high retention through proactive communication and service

Knowledge, Skills and Abilities:

• Strong interpersonal and communication skills
• Comfortable networking and relationship building
• Self-motivated with excellent follow-through
• Professional presence and integrity-driven mindset
• Ability to manage multiple relationships and priorities

Education & Experience:

• Active Property & Casualty insurance license (Life & Health preferred or willingness to obtain)
• Experience in insurance, real estate, sales, or relationship-based roles preferred