Insurance Agency Partner

About the role

Based in Brighton, Vermont, The Atlantic District is a dynamic and growth-driven division of one of the nation’s most trusted insurance and financial services organizations. As an Insurance Agency Partner, you will play an important role in helping clients feel prepared, protected, and understood. You will connect with clients to understand their coverage needs, recommend thoughtful insurance solutions, and provide clear guidance through the insurance process.

Responsibilities

• Meet with clients to understand their coverage needs and recommend thoughtful insurance solutions
• Develop new business through referrals, networking, and consistent outreach
• Review existing policies and help clients make adjustments as their needs change
• Answer questions clearly and guide clients through the insurance process with care
• Maintain accurate records of client interactions, policy details, and follow-up tasks
• Support retention by staying in touch with clients and providing responsive service
• Work closely with the agency to support growth goals and a positive client experience
• Stay informed on product offerings, carrier guidelines, and industry updates

Requirements

• Active state insurance license or ability to obtain one promptly
• Experience in insurance sales, agency operations, or client advising
• Strong communication skills, both verbal and written
• Ability to build trust and maintain long-term client relationships
• Comfort discussing coverage options, renewals, and policy updates
• An organized approach to managing client accounts and follow-up tasks
• Familiarity with CRM systems or other client tracking tools
• PREFERRED: Experience working with personal lines, commercial lines, or a mix of both
• PREFERRED: Knowledge of local insurance markets and community-based service

Qualifications

• Experience in insurance sales, agency operations, or client advising
• Strong communication skills, both verbal and written
• Ability to build trust and maintain long-term client relationships
• Comfort discussing coverage options, renewals, and policy updates
• An organized approach to managing client accounts and follow-up tasks
• Familiarity with CRM systems or other client tracking tools
• PREFERRED: Experience working with personal lines, commercial lines, or a mix of both
• PREFERRED: Knowledge of local insurance markets and community-based service

Skills

• Effective communication skills
• Client relationship management
• Problem-solving and decision-making
• Attention to detail
• Time management and organizational skills

Benefits

• Paid Time Off (PTO)
• Flexible Schedule
• Health Insurance
• Disability Insurance
• Life Insurance
• Dental Insurance
• Vision Insurance
• Parental Leave
• Hands on Training
• Retirement Plan
• Career Growth Opportunities

Pay

Annual Base Salary + Commission + Bonus Opportunities

Schedule

Mon-Fri Schedule

Location

Brighton, VT, 05846, US

Job Type

Full-Time

Job Category

Insurance Sales

Contact Information

Phone: 518-951-9483