Insurance Agent

Position Overview

Insurance Agent
Ready to reinvigorate your career in 2025? Looking for a position with upward mobility where your work is appreciated and you can truly make a difference every day? Heritage Insurance is growing and would like to visit with you! While our ideal candidate would already be licensed in P&C insurance, we will consider training the right candidate. In this Insurance Agent position you will work with existing and prospective property/casualty insurance clients to ensure they receive top-notch service throughout the life of the relationship. Continue to learn from our team of experienced agents to grow your long-term insurance career with Heritage. Salary dependent upon experience and skill set; seasoned agents are encouraged to apply. Incentives are available if the candidate chooses to join the sales team!

Key Responsibilities

• Build relationships with existing personal, farm, and commercial insurance clients in person, online, by phone, and through written communication. Remarket accounts as needed to ensure evolving needs are met and competitive solutions are delivered.
• Work with referrals from the sales team to quote insurance and deliver proposals to prospective clients.
• Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotes, and general account support. Anticipate, respond to, and follow up on all existing client needs.
• Collaborate with team members in other offices.
• Support and prepare clients for renewal and retention to maintain strong client relationships.
• Option to broaden into crop, life, or health insurance to grow your book and enjoy a rewarding long-term career with a compensation package increased accordingly.
• Complete continuing education and participate in ongoing training to stay informed about industry trends, new product information, legislation, coverages, and technology.

Required Qualifications

• Preferably hold a NE P&C insurance license and have a minimum of one year of personal and commercial lines insurance account management experience.
• Commitment to a long-term career with Heritage Insurance, a wholly-owned subsidiary of Heritage Bank committed to twelve communities in Nebraska.
• Strong knowledge of insurance products, quoting procedures, underwriting expectations, and coverages to effectively secure new business and maintain an existing client base.
• Personable, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.
• Excellent organizational skills with the ability to complete assignments independently, sound business judgment, and proficient written and verbal communication.
• Ability to develop proficiency in the Vertafore AMS360 agency management system.
• Possession of a valid driver’s license and a reliable source of transportation.

Benefits & Perks

• Generous health insurance plan (individual or family coverage)
• Competitive Pay negotiated based on experience
• Professional growth based on your ability and initiative
• 401(k) Retirement Plan (Traditional and Roth) with company match
• Paid time off that increases with years of service
• Paid Maternity and Paternity Leave
• Optional group dental, vision, disability, and life insurance options
• Flexible work/life scheduling within reason
• Details provided upon request after the first interview
• Job Type: Full-time