Customer Relationship Management: Serve as the first point of contact for clients, addressing their inquiries, providing policy reviews, and ensuring their needs are met with professionalism and care.

Client Follow-Up & Retention: Follow up with existing clients, providing support throughout the onboarding process, ensuring timely premium payments, and managing renewals to retain their business.

Prospecting & Outreach: Actively prospect new clients through outbound calls and networking, identifying business needs and proposing appropriate insurance solutions.

Risk Management Consultation: Offer professional advice to both prospective and existing clients, ensuring they are adequately protected and providing tailored solutions to their unique needs.

Quotations & Proposal Management: Prepare and present insurance proposals to new and existing clients, managing quotations and marketing accounts to various carriers.

Audit & Compliance: Conduct audits to ensure policies are compliant, and assist customers at risk of policy termination.

Payment Processing & Collections: Handle payment processing for policyholders, ensuring timely and accurate collections.

Industry Knowledge: Stay up-to-date with industry trends, regulations, and continue professional development to better serve clients and achieve sales goals.

Customer Service Experience: At least 1–2 years of recent customer service and insurance experience preferred.

Sales Experience: Experience in outbound marketing, lead generation, and meeting sales targets.

Must be able to pass a background check

Education: Associate’s degree or higher preferred; High School diploma or equivalent accepted.

Licensing: A Property & Casualty Insurance license is required. Life, Health, and Disability licenses are highly preferred, but we are willing to train the right candidate if unlicensed.

Microsoft Office Proficiency: Intermediate to advanced proficiency in Excel, Word, Outlook, and PowerPoint.

CRM Experience: Familiarity with CRM and AMS systems, particularly Hawksoft, preferred.

Communication Skills: Excellent verbal and written communication skills, with the ability to engage with clients at all levels.

Organizational Skills: Strong ability to manage multiple priorities in a fast-paced work environment.

Problem-Solving: Strong analytical and problem-solving skills, with a solution-oriented approach.

Self-Motivation: Highly motivated with a strong work ethic and the ability to thrive in a target-driven environment.

Bilingual (Preferred): English/Spanish is highly preferred.