Insurance Agent
--Hybrid--
Join a team full of growth and opportunity. We are a tax, accounting, insurance, and financial services firm dedicated to providing thoughtfully crafted tax and financial solutions to our clients. We are looking for an experienced Insurance Agent to join our team.
Insurance Agents are essential in safeguarding and caring for people when plans fall through. They also offer reassurance against everyday risks. As an independent agency, we are dedicated to giving clients the freedom to choose and delivering attentive service.
Mission Statement: We are in the people-development business. We are committed to building a culture that encourages growth, balance, and equitable opportunities. With the best and brightest, we will grow this business to provide thoughtful guidance, holistic service, and ultimately build strong partnerships with our clients.
Responsibilities
- Work with SMBs on our commercial lines to support their growth and risk management
- Work with our clients to provide comprehensive support within personal lines
- Provide ongoing support, advise, and service
- Cross-selling into other channels within Dovetail Consulting
Must Have
- PnC License (Comprehensive)
- Life & Health License
- 3 years of insurance experience
- Strong prospecting skills
- Time management & organizational skills
- Microsoft 365 Suite Proficiency
Nice to Have
- Associate or Bachelor's degree
- Experience tracking activity in CRMs
- Experience with building quotes
- Experience with insurance software
Company Benefits
- Base plus commission model
- Performance-Based Comp
- Matching 401(k) Plan
- Group Health & Dental Insurance
- Group Life, Short & Long-Term Disability
- PTO, Maternity/Paternity Leave
