Our Mission
Built on Trust. Driven by People. Defined by Care.
We protect what matters most by building lasting relationships and delivering insurance with clarity, accountability, and intention. Every conversation, every policy, every decision — guided by a commitment to people first.
Our Values
Trust. Drive. Care.
These aren’t words we display — they’re standards we operate by. They shape who we hire, how we show up, and the level of service we deliver every day. If you believe in doing meaningful work and doing it well, you’ll fit right in.
Our Culture
Build More Than a Career
We invest in people who want to grow—professionally and personally. Whether you’re deepening your expertise or expanding your role, you’ll have the support and autonomy to take the next step. Your path here isn’t fixed. It’s built.
Why Work At Wheeler & Taylor?
Wheeler & Taylor offers over 150 years of trusted experience, giving our team the foundation, relationships, and support needed to succeed. You’ll be part of a firm built on expertise, responsiveness, and a commitment to doing what’s right for every client.
Built on Experience
Over 150 years in business has shaped how we operate today—steady, thoughtful, and built to last. You’ll be part of a firm that values long-term success over short-term wins.
People-First Approach
We prioritize relationships—within our team and with our clients. It’s a more thoughtful, human way of working that leads to better outcomes for everyone on our team.
Strong Relationships
Decades of established partnerships give us access, credibility, and flexibility when serving clients. You’ll have the backing needed to deliver strong solutions with confidence and clarity
Opportunities to Grow
We invest in development and create room for you to expand your skills over time. You’ll be supported as you take on new responsibilities and continue building your career.
Work That Matters
Every interaction plays a role in helping clients protect what they’ve built. You’ll contribute to meaningful outcomes where attention to detail and follow-through make a real difference.
See Why People Choose Wheeler & Taylor
150+
Years of Experience
Top 100
Insurance Agencies Nationwide
Voted Best
Insurance Agency 2026
Current Open Positions
Overview
Wheeler & Taylor is seeking an Agency Support Administrator to support our internal operations, carrier relationships, and agency technology systems. This is an in-office position ideal for someone who is detail-oriented, highly organized, and comfortable managing multiple operational and administrative processes in a professional insurance environment. You will play a key role in ensuring our agency systems, carrier access, licensing, and compliance functions run smoothly and accurately.
Responsibilities
- Manage carrier and vendor system access, including adding/removing users and completing bi-annual audits
- Maintain and support commission access for accounting systems
Process and track producer carrier appointments (including Connecticut requirements) - Handle Power of Attorney (POA) requests, submissions, and revocations with carriers
- Update and maintain producer-company codes within agency systems
- Assist with LexisNexis appointments and carrier compliance tracking
- Support licensing renewals and continuing education tracking for producers and staff
- Audit and correct agency records, including names, addresses, and terminated appointments
- Support internal reporting and operational workflow needs across departments
Qualifications
- Strong attention to detail and excellent organizational skills
- Ability to manage multiple tasks and deadlines in a fast-paced environment
- Basic proficiency with computers, databases, and office systems
- Strong willingness to learn and follow established procedures
- Ability to handle sensitive and confidential information responsibly
Self-starter with a proactive, team-oriented mindset - Experience in insurance, operations, or administrative support preferred but not required
Apply Today
Join a team that values accuracy, accountability, and operational excellence in supporting our clients and producers.
Client Service Representative (CSR)
Overview
Wheeler & Taylor is seeking a Client Service Representative to support our growing client base and account management team. This role is ideal for someone who is detail-oriented, organized, and passionate about delivering a high level of service in a professional insurance environment. You’ll play a key role in maintaining strong client relationships and ensuring day-to-day servicing needs are handled accurately and efficiently.
Responsibilities
- Serve as a primary point of contact for client service requests
- Assist with policy changes, endorsements, certificates, and general account maintenance
- Communicate with carriers to obtain information, process requests, and resolve issues
- Support Account Managers and Producers with documentation and client follow-up
- Maintain accurate records within agency management systems
- Respond to client inquiries in a timely, professional manner
- Help ensure a smooth onboarding experience for new clients
Qualifications
- Strong communication and organizational skills
- Attention to detail and ability to manage multiple tasks
- Previous experience in insurance or client service preferred, but not required
- Proficiency with computers and basic office software
- Ability to work collaboratively in a team environment
- A proactive mindset and commitment to high-quality service
What We Offer
- A supportive, team-oriented environment
- Opportunities for professional development and growth
- Exposure to a wide range of personal and commercial insurance accounts
- Long-term career potential within an established firm
Apply Today
Join a team that values responsiveness, accuracy, and meaningful client relationships.
Insurance Producer
Overview
Wheeler & Taylor is looking for a motivated Insurance Producer to join our team and help expand our client relationships and business portfolio. This role is suited for a driven professional who excels at building trust, identifying opportunities, and delivering tailored insurance solutions to individuals and businesses.
Responsibilities
- Develop and maintain a pipeline of new business opportunities
- Build relationships with prospects and referral sources
- Conduct needs-based consultations to identify appropriate coverage solutions
- Present insurance options and recommendations clearly and confidently
- Collaborate with internal teams and carrier partners to structure policies
- Maintain and grow an existing book of business over time
- Stay informed on industry trends, products, and market conditions
- Meet or exceed production and growth goals
Qualifications
- Strong interpersonal and relationship-building skills
- Proven ability to generate new business or a strong desire to learn
- Excellent communication and presentation abilities
- Self-motivated with a results-driven mindset
- Experience in insurance, sales, or financial services preferred
- Ability to manage time effectively and work independently
What We Offer
- Access to established carrier relationships and market resources
- A professional environment with strong support and mentorship
- Opportunity to build a long-term, sustainable book of business
- Competitive compensation structure tied to performance
- Career growth within a respected, established agency
Apply Today
Take the next step in building a rewarding career with a firm that values expertise, relationships, and results.
