Licensed Insurance Sales & Agent Assistant (2-20 & 2-15 Required)
Benefits:
Paid time off
Licensed Insurance Sales & Agent Assistant (2-20 & 2-15 Required)
Alisha Clayton Insurance Agency Inc. | Tallahassee, FL Full-Time Preferred | Part-Time Considered for the Right Candidate
About the Role
Alisha Clayton Insurance Agency Inc. is looking for a motivated, fully licensed insurance professional who is ready for a change, wants to grow, and isn't afraid to work for results.
As a Licensed Insurance Sales & Agent Assistant, you'll work directly with the Agent to serve customers, develop new business, manage sales opportunities, and help keep the agency organized and moving forward.
This position is ideal for someone who enjoys both sales and customer service and wants more responsibility than simply answering phones or completing assigned tasks.
I'm looking for someone who can eventually become a trusted right hand within the agency: someone who takes ownership, follows through, recognizes opportunities, solves problems, and understands that excellent service and strong production go hand in hand.
We are serving, not just selling.
Responsibilities
Assist customers with auto, home, renters, life, health, and other available insurance products within your licensing and authority
Generate, work, and follow up on new sales leads and existing opportunities
Prepare quotes and confidently follow up with prospects
Conduct needs-based conversations to help customers understand appropriate coverage options
Ask for the business and help turn qualified opportunities into issued policies
Identify appropriate cross-selling opportunities within existing households
Assist the Agent with daily sales, service, administrative, and operational priorities
Follow up on pending applications, documents, policy changes, and customer requests
Maintain accurate and thorough customer records and documentation
Keep the agency's sales and follow-up pipeline organized
Provide professional and responsive customer service by phone, email, and text
Resolve routine customer questions and recognize when an issue requires the Agent's involvement
Help support agency retention, production, and growth goals
Learn and effectively use applicable State Farm systems, technology, and workflows
Requirements
Applicants MUST already hold BOTH of the following active Florida insurance licenses:
Florida 2-20 General Lines License
Florida 2-15 Life, Health & Variable Annuity License
Both licenses are required to be considered for an interview.
Additional qualifications:
Previous insurance sales, customer service, or related sales experience preferred
Strong verbal and written communication skills
Comfortable speaking with customers and asking for the business
Self-motivated, goal-oriented, and able to work without constant supervision
Highly organized with strong attention to detail
Able to work with both speed and accuracy
Comfortable being coached and held accountable for results
Strong follow-through and task-management skills
Comfortable learning and using technology
Able to prioritize multiple customer and sales opportunities
Professional, dependable, punctual, and customer-focused
Willing to take ownership of mistakes, learn from them, and continuously improve
What I'm Looking For
Licensing gets you qualified for the interview. Your work ethic, attitude, accountability, and ability to produce results will determine how far you can go here.
I am looking for someone who:
Doesn't need to be reminded repeatedly to follow up
Sees what needs to be done and takes initiative
Enjoys talking to people and building relationships
Wants to sell but understands that the customer's best interest comes first
Can move quickly without sacrificing accuracy
Wants measurable goals and takes pride in achieving them
Is interested in becoming more valuable and taking on greater responsibility
Wants an opportunity to grow instead of simply looking for another job
Schedule
Full-time is preferred.
However, I may consider a part-time schedule for an exceptional candidate who demonstrates the ability to produce high-quality work efficiently and consistently.
The final schedule will be discussed during the interview process.
Compensation
Compensation and any applicable incentive opportunities will be discussed during the interview.
Compensation will depend on experience, qualifications, schedule, responsibilities, and overall fit for the position.
How to Apply
I will begin the interview process with the first 10 qualified applicants who complete ALL application requirements.
Submitting an application through ZipRecruiter alone does not complete the process.
To apply:
Email your current resume to: alisha@mysfagentalisha.com
Attach copies of BOTH active Florida insurance licenses:
Florida 2-20
Florida 2-15
Let us know that you have completed the application requirements and would like to arrange your initial phone interview.
Initial Phone Interview
Qualified applicants will begin with a brief phone interview of no more than 15 minutes.
Candidates who appear to be a strong match will be invited to an in-person interview.
If you do not currently have BOTH required licenses, please do not apply at this time.
About Us
Alisha Clayton Insurance Agency Inc. is a State Farm independent contractor agent's office serving individuals, families, and businesses in Tallahassee and throughout Florida.
Our approach is centered around personalized service, education, accountability, and doing what we say we're going to do.
We believe a successful agency can provide an excellent customer experience while also maintaining ambitious sales and growth goals.
If you're already licensed, hungry for growth, ready to be accountable for your results, and looking for an opportunity where your effort can make a noticeable impact, I'd like to hear from you.
Alisha Clayton Insurance Agency Inc. Tallahassee, FL 850-270-6952
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies.