Choice Financial Group is one of the fastest growing companies in our industry as identified by Inc 5000. We are seeking a Licensed Insurance Agent to support our Virginia location who will be responsible for working directly with clients, assisting them with their personal property and life insurance needs. Our service agent must be knowledgeable, friendly, organized and efficient while assisting our customers to ensure prompt service and support.

Salary Range: $40,000.00 - $50,000.00 per year

Benefits

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Tuition Reimbursement

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Paid Bereavement

Paid Holidays

Gym Membership Reimbursement

Employer-Paid Long Term Disability

Employer-Paid Group Life Insurance

• Must be P&C Licensed in VA
• Minimum of 1+ years of experience as a personal lines service agent reporting directly to senior management
• Advanced Microsoft Office skills, with an ability to become familiar with firm-specific programs and software (EPIC)
• Proficiency in collaboration and delegation of duties
• Working knowledge of all personal lines insurance, insurance agency operations, coverage’s, rates, markets and applicable insurance laws/codes/regulations.
• Exceptional interpersonal skills
• Friendly and professional demeanor
• Effective communicator and great communication skills
• Multitasking capabilities
• Organization skills
• Team player
• Positive can-do attitude.
• Ability to remain calm under pressure.
• Ability to prioritize.
• Resourceful
• Excellent sales and marketing skills
• Excellent analytical, problem-solving and decision-making skills.

• Review current policy information with clients and make coverage recommendations.
• Process Insured policy change requests.
• Contact insured within 2 hours of receipt of all service requests; not to exceed 8 hrs.
• Follow up to ensure accuracy of endorsements processed by the carrier.
• Underwrite, rewrite, re-quote, reinstate and cancel existing policies on behalf of the insured.
• Obtain all underwriting information and/or any trailing documentation from the client on behalf of the carrier.
• Notate all interactions with Insureds in the agencies client management system.
• Obtain all signatures forms/applications required by the carrier.
• Process Insured payments.
• Review billing accounts with insureds.
• Review and update all current client contact information in client management system.
• Furnish clients with requests for proof of insurance (binders, certificates, policies, endorsements, ID cards, declaration pages and evidence of property forms).
• Deliver client correspondence via Email/USPS.

Choice Financial Group was founded in 2020 with a clear vision: to connect a network of dedicated agencies and brokers to better serve our clients with enhanced resources.

Guided by visionary leadership, Bob Hilb and Shawn McArdle's executive team brings experience and expertise that have guided our expansion across the US with 24 acquisitions, 43 locations, and over 50,000 clients. We continue to flourish from our aggressive M&A plan and strategic, organic growth.

At Choice Financial Group, we believe in unity and partnership. Through strategic alliances, we bring additional resources to clients and set new, elevated standards of excellence.

Supported by Northlane Capital Partners, we continue to pioneer innovation driven by a shared vision of success. As we look to the future, our dedication to excellence remains unwavering, ensuring we continue to empower our employees and clients in the insurance arena. We’re just getting started.