Associate Agent

The associate agent (AA) is the right hand to a successful agency in the insurance industry. You will provide crucial support and enable seamless operations. This role requires impeccable organization, a proactive mindset, and a commitment to excellence in sales and customer service. We are looking for a result-driven Sales Associate Agent to be responsible for all sales job duties, from generating leads to closing sales.

Primary Responsibilities

1. Skills: Proven work experience as a sales representative with basic understanding of sales principles and customer service. Ability to maintain a positive attitude and focus on customer satisfaction in a fast-paced environment.
2. Administrative Support: Manage calendars, coordinate appointments, and handle correspondence to ensure efficient day-to-day operations.
3. Client Liaison: Selling products and services while taking care of customers. Act as a point of contact for clients, assisting them through the buying process, offering exceptional service, addressing inquiries and facilitating communication between clients and the agent.
4. Documentation and Record Keeping: Prepare and maintain accurate client files, policies and documentation, ensuring compliance with industry standards and regulations.
5. Marketing and Sales Opportunities: Collaborate with agency owner to execute marketing strategies including outreach, campaigns and client relationship management. Planning and attending marketing/networking activities, actively seeking new business relationships and events.
6. Policy Management: Assist in the creation, modification, and renewal of insurance policies, ensuring accuracy and completeness of information.

1. Experience: Previous experience in a sales role, preferably within the insurance or financial industry.
2. Organizational Skills: Exceptional organizational skills and attention to detail are critical in managing multiple tasks and priorities effectively.
3. Communication: Excellent verbal and written communication skills are essential for client interactions and correspondence.
4. Tech Proficiency: Proficiency in MS Office Suite and familiarity with industry-specific software or CRM systems.
5. Adaptability: Ability to thrive in a fast-paced environment and adapt quickly to changing priorities and situations.
6. Confidentiality: Uphold the highest standards of confidentiality and integrity when handling sensitive information.

• Paid Time Off (PTO)
• Work from Home
• Flexible Schedule
• Life Insurance
• Disability Insurance
• Tuition Reimbursement
• Career Growth Opportunities