NerdWallet · 4 months ago
Insurance Sales Agent
New York City
Full-time
Hybrid
Entry Level
$56K/yr - $93K/yr
1+ years expNerdWallet is a company that supports customers by providing insurance products. They are seeking a Licensed Insurance Agent to assist clients in finding the right insurance coverage, manage renewals, and provide claims support while contributing to sales efforts and business growth.
ConsumerFinancial ServicesInternetPersonal Finance
Responsibilities
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
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
Qualification
Required
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
Preferred
Previous experience in sales or customer service
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
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
Company
NerdWallet
NerdWallet develops a financial platform to help people find the right credit cards and mortgage rates.
501-1000 employees
H1B Sponsorship
NerdWallet has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (17)
2024 (19)
2023 (24)
2022 (29)
2021 (22)
2020 (24)
Funding
Current Stage
Public CompanyTotal Funding
$105MKey Investors
Camelot Financial Capital ManagementIVPSilicon Valley Bank
2021-11-04IPO
2021-05-21Secondary Market
2021-05-07Secondary Market
Leadership Team
Tim Chen
CEO
Hanah Cho
Vice President, Content
Recent News
Business – Baltimore Sun
2025-12-21
2025-12-17
2025-12-17
Company data provided by crunchbase