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Insurance Agent

IdealTraits Demo Account

Job Description

At IdealTraits Demo Account, we believe that insurance is about more than just policies—it is about looking out for our neighbors in Lake Orion, Michigan. We are a team that values kindness, clear communication, and a genuine desire to help people protect what matters most to them. If you are someone who enjoys meeting new people and finding creative ways to solve problems, you will fit right in here. We have built an office culture that feels less like a desk job and more like a collective effort to support our community. You will not just be another employee on the roster; you will be an integral part of our daily success and the face of our agency for the people who walk through our doors. We are looking for someone with a positive spirit and a professional approach to join us full-time in Lake Orion. If you are ready to build a career where your personality and your hard work have a direct impact on the lives of others, we would be delighted to get to know you.

Benefits
  • Paid Time Off (PTO)
  • Work from Home
  • Career Growth Opportunities
  • Hands on Training
  • Flexible Schedule
Responsibilities

Connect with prospective clients to understand their unique coverage needs and life goals.

Present personalized insurance solutions that offer real value and security.

Process policy updates and handle routine account inquiries with care and accuracy.

Network within the local Lake Orion community to help our agency grow its presence.

Maintain an organized workspace and keep client records updated in our systems.

Collaborate with the rest of the team to ensure every client leaves our office feeling supported.

Requirements

Valid Property and Casualty Insurance License in the state of Michigan.

Strong comfort level with consultative selling and building personal rapport.

Reliable transportation for daily work in our Lake Orion office.

Experience using digital agency management systems or CRM software.

Clear and articulate communication skills, especially over the phone and in person.

High school diploma or GED equivalent.

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Vacancy posted 4 days ago
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