Agency Assistant

Job Description

Job Description

No insurance experience required. We can teach insurance. We can't teach attitude, ownership, and work ethic.

About The Role

We are not looking for a traditional insurance CSR. We are looking for someone who can help a growing agency provide an exceptional client experience while helping create opportunities for growth.

This role is a combination of client service, onboarding, relationship building, organization, and appointment setting. The right person will help make sure clients are taken care of, tasks are completed on time, opportunities are not missed, and the agency runs smoothly.

Most importantly, this role helps free the agency owner to focus on helping more clients and growing the business. WE ARE IN THIS TOGETHER.

The best person for this role is usually someone who:

• Genuinely enjoys helping people
• Is organized and detail-oriented
• Takes ownership of their work
• Enjoys building relationships
• Naturally asks follow-up questions
• Notices opportunities others miss
• Is dependable and reliable
• Communicates well by phone, text, and email
• Learns quickly
• Doesn't require constant supervision

People Who Often Excel In This Position

Many successful team members come from backgrounds such as:

Restaurant server

Bartender

Bank teller

Apartment leasing agent

Dental office coordinator

Real estate assistant

Property management assistant

Customer service representative

Hospitality professional

Retail management

If you've spent your career helping people, staying organized, solving problems, and building relationships, we'd love to meet you.

What This Is NOT

This is NOT a sit-at-a-desk-and-answer-the-phone position. This is NOT a role where you simply process paperwork all day. We are looking for someone who wants to become an important part of a growing business and make a direct impact on the client experience and agency growth.

What Success Looks Like within your first 90 days:

• New clients feel welcomed and taken care of
• Follow-ups and onboarding items are completed on time
• The agency owner's calendar stays organized
• Opportunities for additional coverage are identified
• Tasks stay current and organized
• Clients receive exceptional service
• The agency runs smoother because you're here

Compensation

Base Pay

$2,000 per month

Bonus Opportunities

$250 Monthly Bonus

• No overdue assigned tasks

$10 Per Qualified Appointment Set

• Appointment completes and is held with the agency owner

$20 Per Cross-Sold Policy

• Additional policy written for an existing customer

$75 Per Life Insurance Policy Issued & Paid

• Resulting from an appointment you scheduled

Why Join Our Agency?

This is an opportunity to work directly alongside the agency owner and play a key role in building a growing business. You'll have the ability to learn insurance, client relationship management, sales processes, marketing, and small business operations while helping clients protect what matters most. We're looking for someone who wants more than just a jobwe're looking for someone who wants to grow with us.

Annual Base Salary + Bonus Opportunities

Flexible Schedule

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

What You'll Do

Client Onboarding

• Welcome new clients to the agency
• Help collect documents and signatures
• Ensure policies are issued correctly
• Assist clients with account setup and agency resources
• Follow up on outstanding items

Client Service

• Answer client questions
• Assist with policy changes and service requests
• Communicate with insurance carriers when needed
• Help clients navigate billing and policy concerns
• Maintain organized client records

Appointment Setting

• Schedule appointments for the agency owner
• Follow up with referral opportunities
• Re-engage past clients and prospects
• Help keep the calendar organized

Account Reviews & Cross-Selling

• Identify opportunities to round out accounts
• Help uncover missing coverages
• Schedule review appointments
• Assist with monoline and win-back campaigns

Agency Support

• Keep tasks organized and completed
• Help manage follow-up activities
• Assist with marketing and referral relationship follow-up
• Support daily agency operations

Must either be currently licensed in P&C or willing to get licensed within 90 days