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Licensed Agency Assistant

Platinum Eagle Insurance

Licensed Agency Assistant

Richardson, TX
Full Time
Paid
  • Responsibilities

    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