Private Client Group Agent

Impact Performance Team

. Managing a minimum of 5 warm internal lead calls per week; taking it from intake call all the way through binding their business .

Posted 9/18/2026full-timeRemote • Washington • United StatesJuniorMid-Level💰 $50,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in insurance sales with a focus on client relationship management, policy administration, and lead conversion. Proficient in multi-tasking and maintaining organization in a fast-paced environment while delivering exceptional service.

Highest-signal resume keywords

Insurance Sales ExperienceP&C Insurance LicenseClient Relationship ManagementLead ConversionOrganizational Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

ProactiveMulti-taskingFast-Paced Work

Certifications & Qualifications

P&C Insurance License

Industry Keywords

InsuranceClient-Facing RoleLead ManagementPolicy AdministrationWarm Internal Leads

About the role

Key responsibilities & impact

Managing a minimum of 5 warm internal lead calls per week; taking it from intake call all the way through binding their business
Managing assigned policies in the FirstMark book of business; adding and rounding out coverage for clients
Working referrals from agency owners
Working with the Corporate Lead team to manage and follow up on warm internal leads
Building lasting client relationships around the right coverage, best price, and world-class service

Requirements

What you’ll need

Minimum of 2 years of insurance sales experience in a client-facing role
Must have a current P&C insurance license
May be located anywhere nationwide but must be able to work PST hours (8-5, M-F)
Ability to multi-task and work in a fast paced role
Organized and proactive

Benefits

Comp & perks

Commission: 40% on new business, 25% on add-on coverage and agency owner referral business
Individualized mentorship to help grow your career
Medical Insurance
Dental Insurance available
Vision Insurance available
401(k) with company match
Paid time off
Paid continuing education