Company Description C&D Insurance Service Inc. is a local, independent insurance agency serving individuals, families, and businesses with a variety of coverage options. The company focuses on building long-term relationships through responsive service and personalized guidance. Team members work closely with clients to help them understand their coverage, compare options, and select policies that align with their needs and budgets. C&D Insurance Service Inc. values professionalism, integrity, and clear communication in every client interaction.
Role Description This is a full-time, on-site Insurance Agent role based in Angier, NC. The Insurance Agent will consult with clients to assess their insurance needs, explain policy options, and recommend appropriate coverage across personal and commercial lines. Day-to-day responsibilities include generating and following up on leads, preparing quotes, processing applications, and maintaining accurate client records. The role involves handling client inquiries, assisting with policy changes, and coordinating with carriers to resolve billing or claims-related questions. The Insurance Agent will also support retention efforts by conducting periodic policy reviews and ensuring a positive customer experience.
Qualifications
- Demonstrated skills in Insurance Sales and Insurance, with the ability to explain coverage options clearly and ethically.
- Experience or familiarity with Insurance Brokerage and Finance, including comparing multiple carriers and understanding basic financial implications of coverage.
- Strong Customer Service skills, with a focus on responsiveness, problem-solving, and relationship building.
- Relevant state insurance license (or eligibility to obtain one within a defined timeframe).
- Effective written and verbal communication skills, with attention to detail and accuracy in documentation.
- Comfort with basic office technology, agency management systems, and online carrier platforms.
- Ability to work on-site in Angier, NC, manage multiple tasks, and prioritize in a client-focused environment.
- Prior experience in an insurance agency or financial services setting is preferred but not required.