Licensed Insurance Agent

About the Role

Jon Massari Agency is a successful, fast-paced, captive insurance agency serving customers in PA, DE, MD, and NJ. The agency focuses on helping individuals, families, and businesses protect their assets and manage risk through tailored insurance solutions. Team members collaborate closely with customers to understand their needs and match them with appropriate coverage options from a range of carriers. The work environment values professionalism, integrity, and responsive service. The agency offers opportunities to grow your income while building long-term customer relationships.

This full-time role can be a hybrid position based in Bala-Cynwyd, PA, with the flexibility to perform some duties from home.

Key Responsibilities

• Actively prospect and follow up with leads.
• Conduct consultations with prospective and existing customers.
• Recommend appropriate insurance products across personal and commercial lines.
• Prepare quotes.
• Explain policy features and coverage options.
• Complete applications.
• Process policy changes.
• Manage renewals.
• Handle customer inquiries and claims-related questions.
• Maintain accurate records in the agency’s systems.
• Work closely with underwriting and internal team members to ensure timely service, compliance with regulatory requirements, and consistent customer satisfaction.

Requirements & Tech Stack

• Strong Insurance Sales skills with a track record of meeting or exceeding sales goals.
• Knowledge of Insurance products and coverage options.
• Experience in an Insurance Brokerage or agency setting.
• Understanding of Finance concepts relevant to premiums, deductibles, and risk management.
• Excellent Customer Service skills, including active listening, clear communication, and follow-through.
• Active state insurance license (Property & Casualty; Life & Health preferred or willingness to obtain prior to starting).
• Comfort with CRM and agency management software.
• Proficiency in common office applications.
• Ability to work independently, manage time effectively, and prioritize multiple client needs.
• Experience in a client-facing sales or advisory role.
• High ethical standards, attention to detail, and commitment to regulatory compliance.
• Associate or bachelor’s degree in business, finance, or a related field is a plus but not required.