We understand the professional development of our team members is an important part of Lumenasa’s success. With structured training, leadership development, and defined career paths, joining our team can open opportunities for education, growth, and advancement.
Our Values
Integrity and Trust
We operate with the highest ethical standards, ensuring that our clients and employees can always rely on us.
Innovation and Excellence
We embrace creativity and strive for excellence in every aspect of our work.
Teamwork and Collaboration
Our collaborative environment fosters mutual respect and open communication, making teamwork natural and productive.
Customer-Centric Approach
We prioritize our clients’ needs, delivering tailored solutions that exceed their expectations.
Community and Responsibility
We’re committed to positively impacting our community through responsible business practices and active involvement.
Personal Lines Insurance Advisor
We are looking for a full-time, licensed insurance professional to join the Lumenasa Insurance team as a Personal Lines Insurance Advisor. This position is ideal for someone who is client-focused, sales-driven, and interested in building a long-term career as an insurance advisor.
As a Personal Lines Insurance Advisor, you will help generate new business, respond to client inquiries, conduct insurance reviews, provide coverage recommendations, and close new sales. You will work with Lumenasa’s technology-driven systems to help clients compare options, understand their coverage, and make confident insurance decisions. Lumenasa Insurance works with multiple carrier partners and provides each client with an advisory experience designed around service, choice, and long-term support.
An ideal candidate will be licensed to sell insurance in the state and committed to maintaining that license. You should have strong communication skills, the ability to build relationships, and confidence using technology, CRM systems, and digital tools to manage client opportunities and deliver a professional sales experience.
For the sake of office culture, pride, and the spirit of collaboration, this position requires you to be in the office on a daily basis during business hours. Working from home or hybrid is not an option at this time.
Responsibilities for Personal Lines Insurance Advisor:
- Generate new leads and develop prospective client opportunities
- Respond to client inquiries and follow up with potential customers
- Conduct insurance reviews to understand client needs
- Present coverage options and provide insurance recommendations
- Use technology-driven systems and CRM tools to manage the sales process
- Build and maintain strong client relationships
- Close new business and help clients move through the policy process
- Work closely with the Lumenasa team to deliver a five-star client experience
- Maintain professionalism and consistency in all client communication
Qualifications for Personal Lines Insurance Advisor:
- Must be licensed to sell insurance in the state
- Ability to pass a background check
- Meet state continuing education requirements
- Excellent communication and interpersonal skills
- Strong sales and negotiation skills
- Ability to build and maintain client relationships
- Goal-oriented and self-motivated
- Strong attention to detail
- Comfortable using CRM software and technology-based systems
- Knowledge of personal insurance products and services
- Prior experience in insurance sales or customer service is a plus
- Bachelor’s degree in Business, Finance, or a related field is preferred
Commercial Lines Insurance Advisor
We are looking for a full-time, licensed insurance professional to join the Lumenasa Insurance team as a Commercial Lines Insurance Advisor. This position is ideal for someone who is sales-driven, client-focused, and interested in helping businesses find the right insurance solutions to protect their operations.
As a Commercial Lines Insurance Advisor, you will help generate new business, respond to client inquiries, conduct insurance policy reviews, provide coverage recommendations, and close new sales. You will work with Lumenasa’s technology-driven systems to help business owners understand their insurance options and make confident decisions about their coverage. Lumenasa Insurance is a full-service insurance advisory firm that works with multiple carrier partners to provide clients with strong options, trusted guidance, and a five-star client experience.
An ideal candidate will be licensed to sell insurance in the state and committed to maintaining that license. You should have strong communication skills, the ability to build and maintain client relationships, and confidence using CRM software and technology-based systems to manage prospects, proposals, and client communication.
For the sake of office culture, pride, and the spirit of collaboration, this position requires you to be in the office on a daily basis during business hours. Working from home or hybrid is not an option at this time.
Responsibilities for Commercial Lines Insurance Advisor:
- Generate new leads and develop prospective business clients
- Respond to client inquiries and follow up with potential customers
- Conduct insurance policy reviews to understand business coverage needs
- Provide insurance advice and coverage recommendations
- Present insurance options with the intent of closing new business
- Use technology-driven systems and CRM tools to manage the sales process
- Build and maintain strong client relationships
- Work closely with the Lumenasa team to deliver exceptional client service
- Support clients through the proposal and policy process
- Maintain professionalism and consistency in all client communication
Qualifications for Commercial Lines Insurance Advisor:
- Must be licensed to sell insurance in the state
- Ability to pass a background check
- Meet state continuing education requirements
- Excellent communication and interpersonal skills
- Strong sales and negotiation skills
- Knowledge of commercial insurance products and services
- Ability to build and maintain client relationships
- Goal-oriented and self-motivated
- Strong attention to detail
- Comfortable using CRM software and technology-based systems
- Prior experience in insurance sales or customer service is a plus
- Bachelor’s degree in Business, Finance, or a related field is preferred
Client Experience Officer
We are looking for a licensed experienced insurance customer service representative to connect with our clients. In this role, you will be responsible for onboarding new clients, setting expectations, and providing potential customers with detailed information about our products. You may also be required to review a customer’s policy and direct calls to sales agents when a policy needs to be initiated or upgraded.
To ensure success as a client experience officer, you should have a friendly and professional demeanor, good communication skills, and the ability to stay calm under pressure. Ultimately, a top-class insurance customer sales representative is friendly and efficient when handling complaints or providing policy information.
Responsibilities for the Client Experience Officer:
- Onboard new clients, and advise them to keep an eye out for docs needing to be e-signed
- Emphasize the self-service expectation to new clients
- Set up Lumenasa App for new clients/send email invites, walk clients through how to use the app (request policy docs, submit service requests, etc.)
- Monitor policy issuance. Ensure that no additional information is needed to get policies issued in a timely manner
Qualifications for Client Experience Officer:
- Must be licensed in the state
- Ability to pass a background check
- Meet state continuing education requirements
- Demonstrate great customer service skills
- Attention to detail
- Above-average analytical skills to determine prospective client needs
Flex Agent
We are looking for a part-time licensed insurance professional to help build our client base. As a flex agent, this is a great starting position for a career as an insurance producer. you will implement marketing strategies to develop a strong network of prospective clients. You will develop leads and contact them via the phone and face-to-face to market insurance products.
An ideal candidate will be licensed to sell insurance in the state and maintain it. You will have the ability to use a computer to conduct sales presentations and have great customer service skills to assist in developing and growing a client base.
Responsibilities for Flex Agent:
- Ability to network and develop leads
- Use lead lists to establish contact and schedule appointments
- Meet with prospective clients
- Must conduct phone prospecting, face-to-face prospecting and through social media efforts
- Conduct sales presentation with the intent of selling an insurance product
- Solicit referrals from clients
Qualifications for Flex Agent:
- Must be licensed in the state
- Ability to pass a background check
- Meet state continuing education requirements
- Demonstrate great customer service skills
- Attention to detail
- Above-average analytical skills to determine prospective client needs
Business Development Officer
The goal is to drive sustainable financial growth by boosting sales and forging strong relationships with partners.
Responsibilities:
- Develop growth strategies that focus on financial gain and partner satisfaction.
- Conduct research to identify new markets and partner needs.
- Arrange business meetings with prospective partners.
- Promote the company’s products/services.
- Build long-term relationships with new and existing partners.
Requirements and skills:
- Experience in customer support.
- Proficiency in English.
- Market knowledge.
- Communication and negotiation skills.
- Ability to build rapport.
- Time management and planning skills
