Licensed Insurance Agents at NerdWallet support customers by quoting, comparing, and binding insurance products from our carrier partners. They also assist with servicing newly bound policies and cross-selling additional insurance solutions based on customer needs.
In this role, you’ll help individuals and businesses find the right insurance coverage. Core responsibilities include assessing client needs, explaining policy options, assisting with applications, and managing renewals. You’ll also provide claims support and ensure compliance with applicable regulations, while contributing to sales efforts and business growth.
Conduct client assessments to evaluate insurance needs and potential risks
Recommend appropriate products including auto, home, life, and health insurance
Clearly explain policy terms, coverage, and pricing
Prepare and submit insurance applications and related documentation
Manage policy renewals and support clients through the claims process
Stay informed on current products, compliance requirements, and industry updates
Build strong client relationships and contribute to revenue growth
Meet or exceed sales targets and maintain high client retention
Ensure accurate documentation and timely processing of applications
Report on sales performance and relevant metrics
Day-to-day activities include:
Client consultations and quoting
Policy comparisons and application processing
Lead follow-ups, policy renewals, and claims support
Compliance with licensing and industry standards
Ongoing training and product knowledge development
Active Property and Casualty Insurance License
Minimum of 1 year experience as an insurance agent
High school diploma or equivalent
Familiarity with personal lines insurance carriers and their underwriting processes
Proficiency in CRM tools, email platforms, and quoting software
Experience quoting, selling, and servicing personal lines insurance products
Understanding of relevant insurance products and regulations
Strong written and verbal communication
Customer service and relationship-building
Sales acumen and persuasive abilities
Strong organizational skills and attention to detail
Problem-solving and claims resolution
Previous experience in sales or customer service
This is a full-time role requiring a minimum of 40 hours per week. Work may be performed:
From one of our offices in New York or Phoenix, or
In a hybrid model, with at least 3 days per week in-office
You’ll use NerdWallet's communication and productivity tools such as Google Docs, Zoom, and Slack, and a company-provided laptop.
Pay Transparency
This is a non-exempt, hourly role with additional commission-based earnings. On-target earnings (OTE) reflect the expected total compensation, combining base pay and commissions.
Insurance Agent II
Base Pay: $56,000 annually ($26.92 paid hourly)
Commission: Uncapped earning potential based on performance
On-Target Earnings: $93,333 annually
Final leveling (Agent I vs. Agent II) will be determined by the hiring manager based on experience.
Work Hard, Stay Balanced (Benefits)
Industry-leading medical, dental, and vision coverage for employees and dependents
Rejuvenation Policy: PTO + 11 holidays + 4 mental health days
New Parent Leave for birth, adoption, or foster care
Mental health support and resources
Paid sabbatical to recharge and explore interests
Health and Dependent Care FSA, plus HSA with monthly NerdWallet contribution
Monthly stipends for wellness, cell phone, and WiFi
Work-from-home equipment stipend and co-working space support
Have Some Fun
Nerd-led Employee Resource Groups (Parents, Diversity & Inclusion, Women, LGBTQIA, and more)
Company-wide events, team activities, and hackathons
NerdLove employee appreciation events and annual charity auction
Volunteer Time Off (8 hours per quarter) + donation matching
Plan for Your Future
401(k) with company match
Early access to NerdWallet financial tools and products
Unlimited sessions with a Certified Financial Planner (CFP) via Northstar
Employer-paid disability and life insurance
California residents: Please review this important privacy notice
NerdWallet is an Equal Opportunity Employer, committed to a diverse and inclusive workforce
We consider qualified applicants with criminal histories under the California, San Francisco, and Los Angeles Fair Chance Acts
NerdWallet participates in E-Verify. For more info:
E-Verify Participation Poster (English & Spanish)
Right to Work Poster (English) | Spanish