This role combines relationship management, proactive renewal outreach, and light sales to ensure clients stay protected, informed, and satisfied. Youll be the voice clients trust for guidance, coverage questions, billing assistance, and policy improvements.
Salary Range:
Hourly Base Salary Based on Experience
Paid Time Off (PTO)
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities
-Strong communication skills both verbal and written
-Detail-oriented and able to manage multiple priorities efficiently
-A problem-solver with a positive, team-focused attitude
-Comfortable working with computers, CRM tools, and carrier systems
-Prior insurance experience (preferred but not required)
-Active Property & Casualty license (or willingness to obtain one)
-Manage customer interactions by phone, text, and email with professionalism and empathy
-Handle policy renewals, coverage changes, and billing inquiries
-Identify opportunities for cross-sells, upsells, or bundling (Auto/Home/Life)
-Retain existing customers through excellent service and timely follow-up
-Support producers and the agency owner with lead management and quoting
-Maintain accurate client files and activity logs in our CRM system
-Collaborate with the team to improve processes and client experience