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 fast‑paced
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 web‑based 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
Payentry is an EEO Employer - M/F/Disability/Protected Veteran Status