Job Description
Benefits:
About our Agency:
Our agency has proudly thrived for 7 years, fueled by a passionate team of 4 full-time and 2 part-time members who bring energy and dedication every day.
And yes — we serve some of the BEST coffee around! ☕️ (Seriously, it’s legendary!) Plus, every Friday is a celebration with delicious donuts or burritos, and the option to skip lunch and clock out early at 4 PM.
My journey began as a team member while I was still in college. Before becoming an agent, I gained invaluable experience working at the corporate office as an Agency Field Specialist, where I helped launch the company’s internal sales and escalation teams. I also hold a securities license along with the prestigious CLU & ChFC designations, ensuring expert guidance for our clients.
Giving back is at the heart of everything we do — we regularly support local non-profits and invest in our community.
Our culture is built on learning, growth, and empowerment. We seek highly self-driven individuals eager to grow, so together we can make a bigger impact. Our team isn’t just colleagues — we’re a family, supporting each other’s dreams and celebrating every success along the way.
Job Summary:
We are seeking a motivated and customer-focused Insurance Team Member to join our team. The ideal candidate will have a strong willingness to learn about the insurance products we offer, excellent communication skills, and a passion for helping clients find the best coverage to meet their needs.
Key Responsibilities:
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Opportunity for advancement
- Paid time off
- Training & development
About our Agency:
Our agency has proudly thrived for 7 years, fueled by a passionate team of 4 full-time and 2 part-time members who bring energy and dedication every day.
And yes — we serve some of the BEST coffee around! ☕️ (Seriously, it’s legendary!) Plus, every Friday is a celebration with delicious donuts or burritos, and the option to skip lunch and clock out early at 4 PM.
My journey began as a team member while I was still in college. Before becoming an agent, I gained invaluable experience working at the corporate office as an Agency Field Specialist, where I helped launch the company’s internal sales and escalation teams. I also hold a securities license along with the prestigious CLU & ChFC designations, ensuring expert guidance for our clients.
Giving back is at the heart of everything we do — we regularly support local non-profits and invest in our community.
Our culture is built on learning, growth, and empowerment. We seek highly self-driven individuals eager to grow, so together we can make a bigger impact. Our team isn’t just colleagues — we’re a family, supporting each other’s dreams and celebrating every success along the way.
Job Summary:
We are seeking a motivated and customer-focused Insurance Team Member to join our team. The ideal candidate will have a strong willingness to learn about the insurance products we offer, excellent communication skills, and a passion for helping clients find the best coverage to meet their needs.
Key Responsibilities:
- Develop and maintain relationships with new and existing clients
- Assess clients’ insurance needs and recommend appropriate coverage options
- Provide quotes and explain insurance policies, terms, and conditions clearly
- Process applications, endorsements, and claims efficiently
- Stay up-to-date with industry trends, regulations, and product offerings
- Collaborate with team members to achieve sales targets and deliver exceptional customer service
- Proven experience as an Insurance Agent or similar role preferred
- Valid insurance license as required by state law
- Strong knowledge of insurance products (auto, home, life, commercial, etc.)
- Excellent interpersonal and communication skills
- Detail-oriented with strong organizational abilities
- Ability to work independently and as part of a team
- Proficiency with insurance software and Microsoft Office Suite
- Bilingual Spanish highly preferred
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