Licensed Insurance Agent

Corporate Insurance Solutions – Administrative & Sales Support

Payentry is seeking a Licensed Insurance Agent to join our commercial insurance team. This role provides essential support to our insurance sales staff and plays a key part in the overall efficiency and success of the department.

The ideal candidate is outgoing, energetic, professional, and thrives in a fastpaced environment. This position supports daily office administration, client service, and sales operations while ensuring exceptional customer experience.

Key Responsibilities

• Deliver timely, professional customer service and communication
• Identify, document, and escalate client concerns appropriately
• Support quoting, renewal, and policy servicing workflows
• Provide administrative support by maintaining accurate client records and managing databases,
• Assist with audits as requested by the carrier and reconcile any discrepancies
• Prepare insurance proposals and support creation of client presentations and sales materials
• Market additional insurance options to clients when appropriate
• Contribute to process improvements and departmental implementation
  
  

Qualifications

• 3+ years of insurance industry experience (commercial lines experience preferred)
• Active insurance license required
• Strong working knowledge of Microsoft applications and webbased platforms
• Exceptional attention to detail with the ability to multitask in a busy environment
• Demonstrates excellence in customer service and client communication
• Strong teamwork, collaboration, and presentation abilities
• Proven experience with process improvement and workflow implementation
• Excellent written and verbal communication skills
• Highly organized with the ability to manage competing priorities
  
  

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Referral program
• Vision insurance