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Licensed Agency Assistant

Company:
Platinum Eagle Insurance
Location:
Richardson, TX, 75080
Posted:
May 15, 2024
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Description:

Job Description

Benefits/Perks:

Paid time off (vacation and/or sick days)

Growth potential

Competitive salaryPosition 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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