At NerdWallet, we’re on a mission to bring clarity to all of life’s financial decisions and every great mission needs a team of exceptional Nerds. We’ve built an inclusive, flexible, and candid culture where you’re empowered to grow, take smart risks, and be unapologetically yourself (cape optional). Whether remote or in-office, we support how you thrive best. We invest in your well-being, development, and ability to make an impact because when one Nerd levels up, we all do.
NerdWallet is excited to introduce NerdWallet Insurance Experts—a brand-new segment of NerdWallet designed to help consumers make the smartest choices with their money by simplifying insurance shopping. As NerdWallet’s Property & Casualty insurance agency, we focus exclusively on personal lines products. As a Licensed Insurance Agent, you’ll play a key role in this launch by guiding customers through quoting, comparing, and binding Home, Auto, Umbrella, and Flood insurance from our network of trusted carrier partners.
Unlike traditional sales roles, you’ll engage daily with a steady flow of high-intent inbound leads generated by NerdWallet, empowering you to focus on building relationships and delivering value. This is your opportunity to get in on the ground floor of a growing team and make an impact early.
Where you can make an impact:
Conduct client assessments to evaluate insurance needs and potential risk
Meeting/Exceeding Sales goals by Policy Premium
Recommend appropriate personal lines insurance products
Clearly explain policy terms, coverage, and pricing
Prepare and submit insurance applications and related documentation
Manage policy renewals and support clients through the claims process
Stay informed on current products, compliance requirements, and industry updates
Build strong client relationships and contribute to revenue growth
Meet or exceed sales targets and maintain high client retention
Ensure accurate documentation and timely processing of applications
Report on sales performance and relevant metrics
Day-to-day activities include:
Client consultations and quoting
Policy comparisons and application processing
Lead follow-ups, policy renewals, and claims support
Compliance with licensing and industry standards
Ongoing training and product knowledge development
Your experience:
Active Property and Casualty Insurance License
Minimum of 1 year experience as a P&C insurance agent; 3-5+ years for Level II agent
High school diploma or equivalent
Familiarity with personal lines insurance carriers and their underwriting processes
Independent agency (or similar) background in personal lines, with demonstrated success quoting/binding across a multi-carrier marketplace required for Level II agent, preferred for Level I
Proficiency in CRM tools, email platforms, and quoting software
Experience quoting, selling, and servicing personal lines insurance products
Understanding of relevant insurance products and regulations
Key Skills
Strong written and verbal communication
Customer service and relationship-building
Sales acumen and persuasive abilities
Strong organizational skills and attention to detail
Problem-solving and claims resolution
Preferred Qualifications
Where:
This role will be remote (based in the U.S.).
We believe great work can be done anywhere. No matter where you are based, NerdWallet offers benefits and perks to support the physical, financial, and emotional well being of you and your family.
What We Offer:
Pay Transparency
This is a non-exempt, hourly role with additional uncapped commission-based earnings. On-target earnings (OTE) reflect the expected total compensation, combining base pay and commissions.
Final leveling will be determined by the hiring manager based on experience.
Work Hard, Stay Balanced (Life’s a series of balancing acts, eh?)
Industry-leading medical, dental, and vision health care plans for employees and their dependents
Rejuvenation Policy – Flexible Vacation Time Off + 11 holidays + holiday company shutdown
New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care
Mental health support
Paid sabbatical after 5 years for Nerds to recharge, gain knowledge, and pursue their interests
Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution
Monthly Wellness Stipend, Cell Phone Stipend, and Wifi Stipend (Only remote Nerds are eligible for the Wifi Stipend)
Work from home equipment stipend and co-working space subsidy (Only remote Nerds are eligible for these stipends)
Have Some Fun! (Nerds are fun, too)
Nerd-led group initiatives – Employee Resource Groups for Parents, Diversity, and Inclusion, Women, LGBTQIA, and other communities
Hackathons and team events across all teams and departments
Company-wide events like NerdLove (employee appreciation) and our annual Charity Auction
Our Nerds love to make an impact by paying it forward – Take 8 hours of volunteer time off per quarter and donate to your favorite causes with a company match
Plan for your future (And when you retire on your island, remember the little people)
401K with 4% company match
Be the first to test and benefit from our new financial products and tools
Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar
Disability and Life Insurance with employer-paid premiums
If you are based in California, we encourage you to read this important information for California residents linked here.
NerdWallet is committed to pursuing and hiring a diverse workforce and is proud to be an equal opportunity employer. We prohibit discrimination and harassment on the basis of any characteristic protected by applicable federal, state, or local law, so all qualified applicants will receive consideration for employment.
NerdWallet will consider qualified applicants with a criminal history pursuant to the California Fair Chance Act and the San Francisco Fair Chance Act, which requires this notice, as well as the Los Angeles Fair Chance Act, which requires this notice.
NerdWallet participates in the Department of Homeland Security U.S. Citizenship and Immigration Services E-Verify program for all US locations. For more information, please see:
