Career Listing

Licensed Insurance Producer

- Export, PA

Summary

  • The Insurance Administrator will support the growth and retention of the agency’s business while providing high-quality service. This full-time, long-term role and includes structured training and a transition period.

    The role focuses on timely service, accurate processing, and consistent communication with clients and carriers across all lines, with occasional involvement in new sales. Competitive salaried role with bonus and commission potential based on performance.

    Preference will be given to candidates who are fully licensed and, ideally, appointed with multiple carriers for faster onboarding.

    The ideal candidate combines deep performance marketing expertise with strong analytical discipline and executive-level communication skills.

  • Location: Export, PA

  • Hours: Full-Time, Permanent: 8:30am-4:30pm

  • Job Type: In-person

  • Salary: $65,000 / year

  • Essential Duties and Responsibilities

    • Support the Insurance Department in daily operations, training, and transitions to ensure continuity of service and contribute to long-term growth.
    • Deliver timely service, accurate processing, and clear communication with clients and carriers across all lines of business.
    • Make proactive clients and prospect calls to manage relationships, execute benchmarking initiatives, raise market awareness, and pursue new business opportunities.
    • Log all call activity, progress, and outcomes in the CRM system; maintain accurate, real-time updates in the agency management system for all client, policy, and revenue data.
    • Work independently and collaboratively, demonstrating accountability, adaptability, and attention to detail.
    • Partner with Marketing on insurance-related initiatives, including content support for communications and social media.
    • Participate in monthly department meetings to share updates, insights, and initiatives.
    • Provide administrative support for meetings, including calendar coordination, materials preparation, and documentation.
    • Assist with licensing, carrier appointments, and onboarding as needed.

  • Qualifications and Requirements

    • Bachelor’s degree required; experience in insurance, benefits administration, or service-focused roles strongly preferred.
    • Active Life, Accident & Health insurance license preferred; candidates must be willing to obtain licensure if not currently licensed.
    • Carrier appointments with multiple insurance carriers are a strong advantage.
    • Proven ability to deliver timely service, accurate processing, and consistent communication with clients and carriers across all lines.
    • Detail-oriented, highly organized, and able to manage multiple priorities and deadlines.
    • Client-focused, professional, and skilled at building long-term relationships through clear communication.
    • Self-motivated, accountable, and committed to a long-term career in insurance.
    • Comfortable in a fast-paced, in-office environment; able to work independently and collaboratively.

  • Work Environment

    • Office-based position with a Monday–Friday schedule from 8:30am to 4:30pm, with flexibility to work outside of standard hours as needed to support client retention.
    • May involve the rare occurrence of an overnight stay or off-site client meetings.
    • Fast-paced environment requiring constant adaptability and collaboration.

  • Physical Requirements

    • Prolonged periods of sitting and computer work
    • Occasional lifting of materials or equipment up to 20lbs
    • Strong verbal and written communication required for client and team interactions

  • License/Certification

    • Insurance Producer License (Preferred)
    • Life Insurance License (Preferred)

  • Compensation

    • Salary: From $65,000.00 per year (based on experience)

  • Benefits and Perks

    • 9 paid holidays annually (If during Mon-Fri)
    • Flexible Scheduling for personal/miscellaneous appointments that does not go against PTO
    • (After 30 Days) 10 days of Paid Time Off
    • (After 30 Days) 401(k) dollar for dollar match up to 4%
    • (After 30 Days) Maternity and Paternity leave
    • (After 30 Days) Medical – Dental – Vision – HRA – Life Insurance

  • Relocation

    • Export, PA 15632: Relocate before first day (Preferred)
    • Relocation expenses not reimbursed
    • Commute expenses not reimbursed

  • Legal & Compliance Disclosures

    • Equal Employment Opportunity (EEO): We are an equal opportunity employer and do not discriminate based on race, color, religion, sex, national origin, disability, or age.
    • At-Will Employment: Employment at YTS Wealth Management is at-will. Either party may terminate employment at any time with or without cause or notice, unless law specifies otherwise.
    • Background / Drug Screening: Employment is contingent upon successful completion of drug test, state background check, and federal fingerprinting.
    • Disclaimer: This job description is not intended to be all inclusive. Additional duties may be assigned as needed.

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