Insurance Agency Development Professional

2 weeks ago

Tracy, California, United States James Kapp Full time

About James Kapp

James Kapp is a dynamic and innovative insurance agency dedicated to providing exceptional service to our clients. We are committed to building long-term relationships and helping our customers achieve their goals.

Job Summary

We are seeking a highly motivated and detail-oriented Insurance Agency Development Professional to join our team. As an Agency Apprentice, you will have the opportunity to gain hands-on experience in the insurance industry and develop essential skills in client interaction, administrative support, sales assistance, learning and development, marketing and outreach, and team collaboration.

Key Responsibilities

  • Client Interaction: Assist in managing client relationships, including answering inquiries, providing information on insurance products, and addressing customer service needs.
  • Administrative Support: Perform various administrative tasks such as maintaining client records, processing paperwork, and managing schedules.
  • Sales Assistance: Support the sales team in identifying potential clients, preparing quotes, and following up on leads.
  • Learning and Development: Participate in training sessions and workshops to enhance knowledge of insurance products, industry regulations, and agency operations.
  • Marketing and Outreach: Contribute to marketing efforts by creating promotional materials, assisting with social media campaigns, and engaging in community outreach.
  • Team Collaboration: Work closely with agency staff to support day-to-day operations and contribute to a positive team environment.

Requirements

  • Education: High school diploma or equivalent required; bachelors degree in business, finance, or related field preferred.
  • Skills: Strong communication and interpersonal skills, excellent organizational abilities, and a keen attention to detail.
  • Experience: Previous experience in customer service or administrative roles is a plus, but not required.
  • Attributes: Enthusiasm for learning, a proactive attitude, and a passion for the insurance industry.
  • Technical Proficiency: Basic knowledge of Microsoft Office Suite (Word, Excel, PowerPoint) and familiarity with CRM systems is beneficial.

What We Offer

  • Annual Base Salary + Commission + Bonus Opportunities
  • Life Insurance
  • Paid Time Off (PTO)
  • Career Growth Opportunities
  • Disability Insurance
  • Retirement Plan
  • Parental Leave
  • Flexible Schedule
  • Hands on Training
  • Evenings Off
  • Health Insurance
  • Dental Insurance
  • Tuition Reimbursement
  • Vision Insurance
  • Mon-Fri Schedule

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