Insurance Sales & Service Associate

Job Description

Job Description

We are seeking a motivated and career-oriented individual to join our insurance agency in a developmental role designed to grow into a licensed Sales Producer position. This role provides hands-on experience in insurance sales, customer service, and agency operations while building the skills necessary for a successful career in insurance production.

Annual Base Salary Based on Experience

Life Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Key Responsibilities

• Conduct outbound marketing and prospecting activities by phone, email, and text to cultivate new leads and generate sales opportunities.
• Follow up with prospective clients and nurture relationships through consistent communication.
• Assist producers by gathering information and preparing quote proposals for new business and renewal accounts.
• Review coverage options and prepare presentation materials for client meetings.
• Provide exceptional customer service by responding to client inquiries and assisting with policy servicing needs.
• Support policy changes, renewals, and administrative tasks within the agency management system.
• Maintain accurate client records and document communications.
• Work closely with agency leadership to develop sales, communication, and insurance knowledge.

• Strong communication and interpersonal skills.
• Professional phone presence and customer-focused attitude.
• Detail-oriented with strong organizational abilities.
• Comfortable using technology, email, text messaging, and CRM systems.
• Self-motivated with a desire to learn and grow in a sales environment.
• Insurance experience is helpful but not required.

Career Development Opportunity

This position is designed as a pathway to becoming a licensed Insurance Producer. Successful candidates will receive training, mentorship, and increasing sales responsibilities with the opportunity to transition into a full-time revenue-generating producer role.