Admin/Sales Assistant for Property and casualty

4 weeks ago


McAllen, United States Brenda Gomez Insurance Agency Full time
Job DescriptionJob Description

Join our team in a unique hybrid position that starts in agency administration and transitions into sales. This role offers a dynamic career path for individuals looking to develop a broad range of skills from administrative support to direct sales.


Benefits

Annual Base Salary + Commission + Bonus Opportunities

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Evenings Off


Responsibilities

As an Agency Administration Assistant:

Handle Complex Billing: Resolve billing issues and ensure accuracy in transactions.

Support Daily Operations: Assist with daily administrative tasks and ensure smooth office operations.

Manage Client Communications: Handle client interactions with a focus on maintaining high satisfaction levels.

Document Management: Organize and manage documents, ensuring compliance and accessibility.

Client Relationship Building: Strengthen client trust through effective communication and problem resolution.

Transition to Sales Assistant:

Sales Training and Licensing: Participate in daily sales training and work towards obtaining your state sales license.

Client Acquisition: Understand client needs, propose suitable insurance solutions, and close sales.

Community Outreach: Participate in community events to promote agency services and expand client base.

Technology Utilization: Use agency technology for client management and sales tracking.

Target Achievement: Meet or exceed sales targets, contributing to agency growth.


Requirements
  • Detail-Oriented: Ability to manage complex information and tasks with precision.
  • Adaptable: Comfortable with high levels of responsibility and changing role requirements.
  • Strong Communicator: Excellent communication skills, both verbal and written.
  • Tech-Savvy: Proficient with computer systems and adaptable to new technologies.
  • Licensed or Willing to be Licensed: Must obtain a state sales license as part of the transition into the sales role.
  • Team Player: Able to work collaboratively within a team to achieve common goals.


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