Job DescriptionJob DescriptionBenefits:
Health Benefit401(k)Competitive salaryOpportunity for advancementPaid time offTraining & development401(k) matchingBonus based on performance
Let’s be honest…
If you love helping customers and spotting opportunities to grow accounts, this role was built for you.
We’re looking for someone who can deliver great service, build real relationships, and confidently recommend the right coverage when clients need more protection. This is not a cold-calling grind — most opportunities come from our existing clients and inbound activity.
What You’ll Do
Take care of our clients
Answer client questions by phone, email, or in personProcess policy changes, renewals, and endorsementsExplain coverage in plain English (no insurance jargon overload)Help with billing questions and basic claims guidance
Grow the book (without being pushy)
Spot cross-sell and upsell opportunities during service conversationsConduct friendly coverage reviews with current clientsQuote and bind new personal/commercial policies (based on your license)Follow up on warm leads and referralsPartner with producers to support new business
What Makes Someone Successful Here
You genuinely like helping peopleYou’re comfortable recommending solutions when clients have gapsYou’re organized and don’t let details slipYou can juggle multiple conversations/tasks without getting flusteredYou take ownership instead of waiting to be told what to do
Requirements
Property & Casualty license (or willingness to obtain)Insurance, customer service, or sales experience preferredStrong communication skills (written and verbal)Comfortable learning agency systems and quoting tools
What You’ll Get
Competitive base pay + bonus/commission opportunitiesSupportive team that actually helps each otherEstablished client base (not starting from zero)Training and licensing support if neededPTO and benefits: Growth path into senior service, account manager, or producer roles
Why People Stay Here
We don’t believe in throwing new hires to the wolves. You’ll get real support, clear expectations, and the chance to build your career.
Apply now if you want a role where service skills and sales instincts both matter.
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