Are you a licensed insurance professional who’s passionate about helping people protect what matters most? At NerdWallet, our Senior Insurance Agents play a key role in transforming the way consumers shop for and manage their insurance. You'll guide customers through the process of quoting, comparing, and binding policies across our trusted, curated network of carriers - delivering expert insights, personalized recommendations, and a seamless experience every step of the way.
Beyond matching customers with the right coverage, you’ll also support new policyholders, drive product cross-sell opportunities, and ensure long-term satisfaction through renewals and claims assistance. If you're energized by sales, service, and making a real impact in people’s financial lives, this role is your chance to do just that—with a brand known for putting the consumer first.
Conduct comprehensive client assessments to determine insurance requirements and evaluate potential risks. Recommend suitable insurance products including, but not limited to, auto, home, life, and health. Provide clear and concise explanations of policy terms, coverage limits, and premium costs. Prepare and submit insurance applications and associated documentation in accordance with established procedures. Manage and facilitate the renewal of client policies as required.
Offer support to clients throughout the claims process and maintain ongoing customer service.
Remain informed of current insurance products, legislation, and regulatory compliance mandates.
Impact: Safeguard clients against financial loss through the implementation of appropriate insurance coverage. Establish and nurture strong, enduring client relationships based on trust and mutual respect. Contribute to the expansion of the business and the generation of revenue for the agency or company.
Consistently achieve sales targets for insurance policies. Ensure the accuracy and timeliness of client information and application processing. Maintain a high rate of client retention and successful policy renewals. Submit regular reports on sales performance and other relevant metrics.
Regular and ongoing activities: Conduct daily client consultations and interactions. Provide policy quotes and comparative analyses. Complete and process insurance applications. Conduct follow-up activities for leads, renewals, and claims. Adhere to all licensing and regulatory standards. Engage in continuous professional development and product training.
Valid Property and Casualty Insurance Agent License
High school diploma or equivalent
Basic computer proficiency (use of CRM software, email, and quoting tools)
Knowledge of insurance products and regulations
Experience Quoting, selling, servicing Personal Lines Insurance Products
Familiarity with many personal lines insurance carriers, products and their underwriting process
Strong communication skills (verbal and written, to explain policies clearly)
Customer service skills (ability to build trust and maintain relationships)
Sales skills (persuasive and goal-oriented, with knowledge of sales techniques)
Organizational skills (manage multiple clients, documents, and deadlines)
Attention to detail (ensure accuracy in applications and compliance documents)
Problem-solving ability (assist clients with claims and policy issues
(Bonus points!) Previous sales or customer service experience
Work at least 40 hours per week from one of our NerdWallet offices in New York or Phoenix, or a hybrid model of split time between in office and home location (Minimum 3 days weekly). Utilizing hybrid working software for internal communications (ie Google Docs, Zoom, Slack, etc) and will spend the majority of their time utilizing the company provided laptop for work productivity and communication
Pay Transparency:
Insurance Agent II
Base Pay: $50,000 annually ($24.04 paid hourly)
Commission: Uncapped earning potential based on performance
On-Target Earnings: $83,333 annually
Work Hard, Stay Balanced (Life’s a series of balancing acts, eh?)
Industry-leading medical, dental, and vision health care plans for employees and their dependents
Rejuvenation Policy – Vacation Time Off + 11 holidays + 4 Mental Health Days Off
New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care
Mental health support
Paid sabbatical for Nerds to recharge, gain knowledge and pursue their interests
Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution
Monthly Wellness Stipend, Cell Phone Stipend, and Wifi Stipend
Work from home equipment stipend and co-working space subsidy
Have Some Fun! (Nerds are fun, too)
Nerd-led group initiatives – Employee Resource Groups for Parents, Diversity, and Inclusion, Women, LGBTQIA, and other communities
Hackathons and team events across all teams and departments
Company-wide events like NerdLove (employee appreciation) and our annual Charity Auction
Our Nerds love to make an impact by paying it forward – Take 8 hours of volunteer time off per quarter and donate to your favorite causes with a company match
Plan for your future (And when you retire on your island, remember the little people)
401K with company match
Be the first to test and benefit from our new financial products and tools
Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar
Disability and Life Insurance with employer-paid premiums
If you are based in California, we encourage you to read this important information for California residents linked here.
NerdWallet is committed to pursuing and hiring a diverse workforce and is proud to be an equal opportunity employer. We prohibit discrimination and harassment on the basis of any characteristic protected by applicable federal, state, or local law, so all qualified applicants will receive consideration for employment.
NerdWallet will consider qualified applicants with a criminal history pursuant to the California Fair Chance Act and the San Francisco Fair Chance Act, which requires this notice, as well as the Los Angeles Fair Chance Act, which requires this notice.
NerdWallet participates in the Department of Homeland Security U.S. Citizenship and Immigration Services E-Verify program for all US locations. For more information, please see:
E-Verify Participation Poster (English+Spanish/Español)
Right to Work Poster (English) / (Spanish/Español)
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