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Heritage Group

Insurance Agent

Heritage Group, Neligh, Nebraska, United States, 68756

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Benefits

401(k)

Competitive salary

Dental insurance

Health insurance

Paid time off

Parental leave

Training & development

Vision insurance

Insurance Agent Ready to reinvigorate your career in 2025? Looking for a position with upward mobility where your work is appreciated and you can truly make a difference every day? Heritage Insurance is growing, and would like to visit with you! While our ideal candidate would already be licensed in P&C insurance, we will consider training the right candidate.

In this Insurance Agent position you will work with existing and prospective property/casualty insurance clients to ensure they receive top‑notch service throughout the life of the relationship. Continue to learn from our team of experienced agents to grow your long‑term insurance career with Heritage. Salary is dependent upon experience and skill set; seasoned agents are encouraged to apply. Incentives are available if the candidate chooses to join the sales team.

Responsibilities

Build relationships with existing personal, farm and commercial insurance clients in person, online, by phone, and through written communication. Remarket accounts as needed to ensure evolving needs are met and competitive solutions delivered.

Work with referrals from sales team to quote insurance and deliver proposals to prospective clients.

Foster and maintain excellent relationships with clients and prospects through regular follow‑up, accurate and timely quotes, and general account support. Anticipate, respond to, and follow up on all existing client needs.

Collaborate with team members in other offices.

Support and prepare clients for renewal and retention to maintain strong client relationships.

Option to broaden into crop insurance, life insurance, health insurance to grow your book and enjoy a rewarding long‑term career with a compensation package increased accordingly.

Complete CE and participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.

Qualifications

Preferably hold NE P&C insurance license and have a minimum of one year personal and commercial lines insurance account management experience.

Commitment to long‑term career with Heritage Insurance, a wholly‑owned subsidiary of Heritage Bank which is a very successful company committed to twelve communities in Nebraska.

Demonstrate strong knowledge of insurance products and usages, quoting procedures, underwriting expectations, coverages, and industry operations to effectively secure new business and maintain existing client base.

Be people‑oriented, customer‑focused, and professionally assertive in developing new client relationships and servicing existing clients.

Possess strong organizational skills with an ability to complete assignments without supervision, sound business judgment, strong decision‑making and proficient written and verbal communication skills.

Ability to develop proficiency in Vertafore AMS360 agency management system.

Possess a valid driver’s license and a source of reliable transportation.

Benefits/Perks Generous health insurance plan (individual or family coverage)

Competitive Pay negotiated based on experience

Professional growth based on your ability and initiative

401(k) Retirement Plan (Traditional and Roth) with company match

Paid time off that increases with years of service

Paid Maternity and Paternity Leave

Optional group dental, vision, disability, life insurance options

Flexible work/life scheduling within reason

Details provided upon request after first interview.

Job Type: Full‑time

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