Associate Agent

Job Description

The Associate Agent role is an opportunity to build a career centered on people, relationships, and professional growth. In this position, you'll work directly with individuals, families, and business owners, helping them understand their insurance options in auto, home and commercial insurance. You'll be helping clients make informed decisions to protect what matters most.

Every day involves meaningful client interaction, from answering questions and reviewing coverage to helping new customers through the quote and policy process. You'll become a trusted resource for clients while developing expertise in auto, home, commercial, and umbrella insurance.

This role is ideal for someone who enjoys connecting with people, solving problems, and continuously learning. As you grow your knowledge and confidence, you'll gain increased responsibility, expand your skills, and create opportunities for long-term advancement within the agency. More than a job, this is a chance to develop into a knowledgeable professional who makes a positive impact on clients and the community every day.

Benefits

• Paid Time Off (PTO)
• Health Insurance
• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities
• Retirement Plan
• Vacation Time
• Holiday Pay
• Paid Training
• Production Bonus

Responsibilities

Primary Responsibilities

• Answer and manage incoming agency phone calls, providing prompt and professional customer service.
• Present, explain, and review insurance coverage options with clients.

Preparation of Quotes

• Auto Insurance
• Home Insurance
• Commercial Insurance
• Umbrella Insurance

• Manage quote follow-up activities and renewal re-quote opportunities.
• Process new business policies through issuance.
• Order and maintain office supplies.
• Maintain accurate client records and ensure timely completion of policy transactions.

Support Responsibilities

• Assist with phone call intake and client service requests.
• Provide administrative support and help maintain office organization.
• Support agency marketing initiatives, community events, and local outreach activities.
• Collaborate with team members to ensure a positive client experience.

Future Development Opportunity:

• Serve as an Investment Support Account Manager, assisting with investment account servicing, client communications, and administrative support functions.

Requirements

Key Success Factors

• Strong customer service and communication skills.
• Ability to multitask and prioritize competing responsibilities.
• Attention to detail in policy processing and documentation.
• Strong organizational and scheduling abilities.
• Team-oriented mindset with a willingness to support agency operations.
• Professional, client-focused approach to relationship management.