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Branch Financial

Insurtech delivering instant, embedded home/auto quotes

Sales Agent

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-timeRemote in USA

About the Job

Requirements

  • An active Property & Casualty license is required.
  • Two to four years of experience in multi-carrier home and auto insurance sales is required.
  • Strong understanding of underwriting, risk appetite, and coverage structures is required.
  • Candidates must be comfortable navigating multiple systems and digital workflows, including rater and carrier platforms.
  • Candidates must be able to operate at high volume in fast-paced, dynamic environments.
  • Strong verbal and written communication skills, with clear, confident, member-focused communication, are required.

Responsibilities

  • Drive impactful conversations through inbound and outbound calls, creating a seamless and positive experience.
  • Deliver fast, accurate multi-carrier quotes grounded in strong underwriting judgment.
  • Navigate multiple systems, including rater and carrier platforms, with speed, accuracy, and efficiency.
  • Manage the sales pipeline through proactive follow-up and a focus on conversion.
  • Guide members through coverage choices so they feel informed, protected, and confident.
  • Identify bundling opportunities and promote Branch-first solutions when they best fit members’ needs.
  • Represent the Branch brand with professionalism, positivity, and a member-first mindset.

Desired Qualifications

  • Prior agency experience is strongly preferred, especially experience with multi-carrier quoting.

About the Company

Branch Financial

Insurtech delivering instant, embedded home/auto quotes

Branch Insurance provides personal lines insurance (home, auto, renters, umbrella) through a member-owned reciprocal exchange called the Branch Insurance Exchange. It binds policies in seconds using data and automation, delivering bindable, bundled quotes from just a name and address, and it distributes via direct-to-consumer, independent agents, and embedded insurance with partners like Rocket Mortgage, OpenRoad Lending, and SimpliSafe. The company charges a flat 5% management fee and returns unused premiums to members where allowed, aligning incentives with policyholders. Branch operates as a Public Benefit Corporation and certified B Corp, supports social impact through its SafetyNest nonprofit, and aims to make insurance more affordable and accessible for the communal good.

Company size
201-500
Company stage
Series C
Total funding
$229.5M
Headquarters
Columbus, OH
Founded
2017

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