Licensed Agency Assistant

3 weeks ago


Richardson, United States Platinum Eagle Insurance Full time
Benefits/Perks:
  • Paid time off (vacation and/or sick days)
  • Growth potential
  • Competitive salary
Position Overview: 
Are you outgoing and customer-focused? Do you currently hold your Property/Casualty insurance license? If you answered yes to these questions, working for an insurance agent may be the career for you
 
Responsibilities: 
  • Establish customer relationships and follow up with customers, as needed.
  • Use a customer-focused, needs-based review process to educate customers about insurance options.
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
  • Clerical work, quoting insurance, prepping renewals and processing changes.
Requirements:
  • Interest in marketing products and services based on customer needs
  • Excellent communication skills - written, verbal, and listening
  • People-oriented
  • Detail oriented
  • Proactive in problem-solving
  • Able to learn computer functions
  • Ability to work in a team environment
  • Bilingual preferred
  • Property / Casualty license


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