Job Description
About the Team
With over 19 years of experience in the industry, our team is committed to excellence, driven by a dedicated group of professionals across two locations. Led by an agent with a strong educational background, including a BA from Arizona State University and an MBA from the University of Minnesota, we foster an environment that encourages growth, teamwork, and achievement.
We offer a comprehensive benefits package, including a monthly bonus plan, 401(k), paid time off (PTO), vision and dental coverage, paid holidays, and an insurance stipend. Our team is also deeply involved in the community, partnering with local nonprofits and hosting financial wellness workshops. We take pride in maintaining an award-winning office culture that emphasizes personal development, positive team dynamics, and high standards.
If you're driven to make an impact and grow alongside a passionate team, we'd love to hear from you!
Position Overview
We are seeking a licensed and motivated Customer Relations Representative to join our dynamic team. In this role, you will use your knowledge of insurance products and industry trends to build lasting customer relationships. You will identify client needs and offer solutions that maximize value, all while maintaining a customer-first approach.
As part of our team, you'll contribute to providing top-notch service and offering high-quality insurance and financial products. The ideal candidate will be a problem-solver, adaptable, and proactive—able to handle multiple tasks while delivering outstanding customer experiences. This position offers the opportunity to make an immediate impact and contribute to our team's success.
Responsibilities
Establish and maintain positive relationships with customers, following up as needed.
Use your knowledge of insurance products to recommend, explain, and sell policies to both new and existing customers.
Conduct needs-based reviews to help customers understand their options and make informed decisions.
Generate leads, schedule appointments, identify customer needs, and recommend appropriate products and services.
Assist in the overall growth and development of the business.
What We Offer
401(k) plan
Salary plus commission/bonus structure
Paid time off (vacation and personal/sick days)
Flexible hours
Growth opportunities and potential for advancement within the team
Requirements
Must currently hold relevant insurance licenses (Property & Casualty and/or Life & Health).
Prior experience in the insurance industry preferred.
Interest in marketing products and services based on customer needs.
Strong communication skills (written, verbal, and listening).
Detail-oriented and organized.
Proactive in solving problems and learning new systems.
Ability to work well within a team environment.
If you're motivated to succeed and see yourself thriving in this role, we encourage you to apply. We'll be in touch with you regarding the next steps in the interview process.
Note: This position is with an independent agent and not directly with the insurance companies. Employees of the agent must complete applicable licensing and training requirements. Independent agents hire their own employees, who are not considered employees of the insurance companies.
This is a remote position.
Employment Type: Full-Time
Salary: $ 38,000.00 45,000.00 Per Year
Job Tags
Holiday work, Full time, Local area, Immediate start, Remote job, Flexible hours,