Responsibilities

• Engage with new and existing customers to discuss available product options.
• Assist customers in reviewing insurance and financial service offerings.
• Coordinate daily operations across multiple business areas to help meet office objectives.
• Monitor performance metrics and support ongoing marketing efforts.
• Contribute to team development through communication, coaching, and collaboration.
• Participate in community activities that build local awareness of the agency.

Requirements

• Experience in the insurance industry with proven cross-sell results
• Strong communication and leadership abilities
• Experience managing or coordinating within a business or customer service setting
• Organized, dependable, and able to manage multiple priorities
• Interest in professional growth within an agency environment
• Must possess or be able to obtain necessary state insurance licenses.

Benefits

• 401(k) matching
• Bonus based on performance
• Paid time off