Benefits:- Flex Benefit
- Bonus based on performance
- Paid time off
- Training & development
About the Role
Join our agency to help clients protect what matters most. You’ll build relationships, present coverage options, and guide clients through recommendations—with a strong focus on accuracy, follow-up, and client experience.
Who You Are
- Competitive and goal-driven
- Fast learner who enjoys mastering new products and processes
- Detail-oriented—accuracy matters in policy selection and documentation
- Personable and confident communicating with clients
What You’ll Do
- Follow up on leads / referrals and schedule appointments
- Conduct consultative needs discussions and identify appropriate coverage
- Present quotes/proposals and explain recommendations clearly
- Maintain accurate documentation and update records in our CRM
- Follow through on next steps (applications, policy issuance, endorsements, servicing coordination)
- Track activity and results
What Success Looks Like
- Consistent appointment setting and follow-up
- Strong conversion from quote sale
- High-quality, error-free documentation
- Positive client feedback and retention
Training & Support
- Structured onboarding + product training
- Coaching and review
- Marketing/lead support
Requirements - Property & Casualty Insurance License
- Life & Health Insurance License
- Experience in sales (preferred)
- Strong communication skills
- Comfort with CRM and documentation