Responsibilities

• Develop and maintain relationships with individuals, families, and businesses throughout Massachusetts.
• Assess clients' insurance needs and recommend appropriate coverage options (property, casualty, life, health, and specialty lines).
• Prepare and present quotes, negotiate terms, and close sales.
• Provide ongoing service, policy reviews, and claims assistance.
• Stay current on industry trends, regulatory changes, and product updates.
• Meet or exceed monthly and annual sales targets.
• Maintain accurate records in the agency’s CRM system.

Requirements

• Massachusetts insurance license (Property & Casualty and/or Life & Health).
• Minimum 2 years of experience in insurance sales or brokerage.
• Strong interpersonal and communication skills.
• Proven track record of achieving sales goals.
• Ability to work independently and as part of a collaborative team.
• Proficiency with Microsoft Office and CRM software (e.g., AgencyBloc, Salesforce).
• High school diploma or GED required; Bachelor’s degree in Business, Finance, or related field preferred.

Benefits

• Competitive base salary plus commission structure.
• Health, dental, and vision insurance.
• 401(k) plan with company match.
• Paid time off (vacation, sick, holidays).
• Professional development stipend and licensing support.
• Flexible work‑from‑home options two days per week.
• Employee assistance program and wellness initiatives.

FAQ

Q: Do I need prior experience with a specific insurance carrier?
A: No. We provide training on the carriers we partner with and support you in obtaining any additional licenses you may need.

Q: What is the typical onboarding timeline?
A: New brokers complete a 2‑week onboarding program that includes product training, systems setup, and mentorship.

Q: Is remote work allowed?
A: Yes. Brokers may work remotely up to two days per week, provided they meet client‑facing responsibilities and maintain required licensing compliance.

Q: How are commissions structured?
A: Commissions are based on a tiered percentage of premium written, with accelerated rates after reaching quarterly targets.