Position Summary We are seeking a relationship-driven Insurance Agent who thrives on building long-term partnerships rather than cold calling. This role focuses on generating new business through referrals from real estate professionals and other centers of influence (COIs) while delivering exceptional service to clients and partners. This position is ideal for someone who understands that trust, consistency, and follow-up drive sustainable growth. Essential Duties and Responsibilities
Relationship Development
Build and maintain strong referral relationships with:
Real estate agents & brokers
Mortgage lenders
Builders & contractors
Financial advisors & CPAs
Other local centers of influence
Proactively network through meetings, events, office visits, and community involvement
Position yourself as a trusted insurance resource for referral partners
Referral-Based Sales
Generate new business primarily through referral sources
Conduct insurance reviews and consultations for referred clients
Educate clients on coverage options and risk management
Cross-sell and round accounts appropriately (home, auto, life, etc.)
Partner Support & Value Creation
Provide timely quotes and service to support real estate transactions
Communicate clearly with referral partners throughout the buying process
Identify opportunities to add value to partner businesses (education, resources, availability)
Client Retention & Service
Build long-term relationships with clients
Conduct policy reviews and coverage updates
Ensure high retention through proactive communication and service Knowledge, Skills and Abilities
Strong interpersonal and communication skills
Comfortable networking and relationship building
Self-motivated with excellent follow-through
Professional presence and integrity-driven mindset
Ability to manage multiple relationships and priorities Education & Experience
Active Property & Casualty insurance license (Life & Health preferred or willingness to obtain)
Experience in insurance, real estate, sales, or relationship-based roles preferred
#VensureEmployerSolutions #LI-PROMOTED #LI-Onsite
