Careers

Open Positions

Front Desk Customer Service Assistant –Entry-Level Position

Licensed Customer Service Representative 

Qualifications:

• Active Property & Casualty License
• Strong organizational skills and attention to detail
• Excellent communication skills, both written and verbal
• Ability to multitask and prioritize responsibilities effectively in a fast-paced environment
• Advanced knowledge of insurance terms and basic industry practices 
• Ability to work both independently and collaboratively within a team setting
• Strong customer service orientation and a positive, professional demeanor

The Licensed Customer Service Representative (CSR) plays a key role in supporting the agency’s client base by delivering responsive, knowledgeable, and high-quality service. This position is well-suited for individuals with prior experience in the insurance industry who are looking to expand their skills and grow professionally. Primary responsibilities include addressing client policy questions, assisting with billing and coverage changes, processing endorsements, and providing day-to-day service with a focus on accuracy and efficiency. The role also involves identifying cross-selling opportunities and working closely with agents to help maintain strong, lasting client relationships. Success in this role requires excellent communication skills, attention to detail, and a strong commitment to customer satisfaction. It offers the opportunity to deepen industry expertise while contributing to a fast-paced and client-focused team environment.

Licensed Account Manager

Qualifications: 

• Active Property & Casualty License
• Skilled in making sales and explaining coverages
• Strong organizational skills and attention to detail
• Excellent communication skills, both written and verbal
• Ability to multitask and prioritize responsibilities effectively in a fast-paced environment
• Extensive knowledge of insurance terms and basic industry practices 
• Ability to work both independently and collaboratively within a team setting
• Strong customer service orientation and a positive, professional demeanor

The Licensed Account Manager is a skilled and service-oriented professional responsible for managing a large book of personal and commercial insurance policies. This role serves as the primary point of contact for clients, ensuring their coverage needs are addressed with professionalism, accuracy, and care. Key responsibilities include maintaining hundreds of active accounts, guiding clients through policy changes or renewals, and clearly explaining insurance options and coverages. The position also involves identifying cross-selling opportunities and collaborating with agents to recommend additional coverage that supports both client needs and agency growth. Success in this role requires excellent communication skills, strong attention to detail, and a deep commitment to delivering exceptional client service.

Executive Assistant & Operations Coordinator

Qualifications:

• Understanding of how to create effective processes and procedures to improve efficiency and accuracy
• Management and leadership skills
• Strong organizational skills and attention to detail
• Excellent communication skills, both written and verbal
• Ability to multitask and prioritize responsibilities effectively in a fast-paced environment
• Advanced knowledge of insurance terms and basic industry practices 
• Ability to work both independently and collaboratively within a team setting

The Executive Assistant & Operations Coordinator plays a key role in supporting the agency owner and ensuring the smooth and efficient operation of the insurance agency. This dual-role position is suited for someone who thrives in a fast-paced environment, embraces varied responsibilities, and is committed to operational excellence. This role involves close collaboration with the agency principal to manage priorities, oversee workflows, and maintain high performance and compliance standards across the team. Responsibilities include coordinating day-to-day operations, maintaining and improving agency policies and procedures, tracking performance metrics, and assisting with hiring and training processes. Success in this position requires strong communication and organizational skills, initiative, leadership ability, and a keen eye for process improvement. While a license is not required at hire, a willingness to obtain one is preferred. This is a great opportunity to play a key role in the agency’s success.

Marketing Director

Qualifications:

• Experience in facilitating marketing initiatives that boost sales outcomes
• Skilled in content creation, event planning, and marketing strategies
• Strong organizational skills and attention to detail
• Excellent communication skills, both written and verbal
• Ability to multitask and prioritize responsibilities effectively in a fast-paced environment
• Basic knowledge of insurance terms and basic industry practices 
• Ability to work both independently and collaboratively within a team setting
• Positive, professional demeanor

The Marketing Director plays a vital role in driving business growth, enhancing brand visibility, and generating leads through strategic marketing efforts. This position is ideal for a dynamic, creative, and organized professional with a solid grasp of marketing best practices and insurance industry knowledge. Key responsibilities include developing and executing marketing strategies, creating content across platforms, managing social media and SEO, conducting market research, and ensuring brand consistency. The role also involves planning and executing events—including agency-sponsored functions, community initiatives, and promotional activities—to strengthen client relationships and boost visibility. Success in this role requires excellent communication and organizational skills, attention to detail, and the ability to manage both strategy and execution. The Marketing Director must be comfortable working independently while collaborating closely with agency leadership and the broader team.

Personal Lines Sales Agent

Qualifications:

• Active Property & Casualty License
• Proven experience in sales and customer service
• Strong understanding of insurance products, underwriting processes, and endorsements
• Excellent communication and interpersonal skills, with the ability to build strong client relationships
• Self-motivated with a strong drive to meet sales targets and exceed performance goals
• Ability to network effectively and generate leads in the community
• Strong organizational skills with attention to detail
• A professional demeanor and a keen ability to build trust 

The Personal Lines Sales Agent is responsible for building and managing a portfolio of clients by offering tailored personal lines insurance solutions. This role involves engaging with prospective and existing clients to assess coverage needs, present product options, and close sales while maintaining high standards of service and compliance. Key responsibilities include generating and following up on leads, providing accurate quotes, processing new applications, and conducting policy reviews. The role also involves maintaining accurate sales records, identifying leads, building relationships with referral partners, and contributing to client retention and community engagement efforts. The agent is expected to maintain strong client relationships and work proactively to identify cross-selling opportunities. Success in this role requires proven sales and customer service experience, strong product knowledge, excellent communication skills, attention to detail, and an active Property & Casualty license.

Life and Health Sales Agent

Qualifications:

• Active Life & Health License
• Proven experience in sales and customer service
• Strong understanding of insurance products, underwriting processes, and endorsements
• Excellent communication and interpersonal skills, with the ability to build strong client relationships
• Self-motivated with a strong drive to meet sales targets and exceed performance goals
• Ability to network effectively and generate leads in the community
• Strong organizational skills with attention to detail
• A professional demeanor and a keen ability to build trust 

The Life & Health Insurance Agent is responsible for building and managing a portfolio of clients by offering customized life, health, and supplemental insurance solutions. This role involves working with prospective and existing clients to evaluate coverage needs, present suitable plan options, and close sales, all while maintaining high standards of service, compliance, and professionalism. Key responsibilities include generating and following up on leads, explaining policy benefits and options clearly, processing new applications, and conducting regular policy reviews. The role also includes maintaining accurate sales records, developing relationships with referral partners, and contributing to both client retention and community outreach efforts. The agent is expected to provide exceptional service and work proactively to identify cross-selling opportunities that meet clients’ broader protection needs. Success in this role requires proven experience in sales and customer service, strong knowledge of life and health insurance products, excellent communication skills, attention to detail, and an active Life & Health license.

Commercial Lines Sales Agent

Qualifications:

• Active Property & Casualty License
• Proven experience in sales and customer service
• Strong understanding of insurance products, underwriting processes, and endorsements
• Excellent communication and interpersonal skills, with the ability to build strong client relationships
• Self-motivated with a strong drive to meet sales targets and exceed performance goals
• Ability to network effectively and generate leads in the community
• Strong organizational skills with attention to detail
• A professional demeanor and a keen ability to build trust 

The Commercial Sales Agent is responsible for growing and managing a portfolio of business clients by offering customized commercial insurance solutions. This role involves consulting with business owners to assess risk exposures, recommend appropriate coverage, and close sales while upholding high standards of service, compliance, and professionalism. Key responsibilities include prospecting and following up on leads, preparing accurate commercial insurance quotes, submitting new business applications, and conducting coverage reviews to ensure clients are adequately protected. The agent will also maintain detailed sales records, build relationships with referral partners, and contribute to client retention and business development efforts. Strong relationship-building skills and a consultative sales approach are essential to success in this role. Candidates must have proven experience in sales and customer service, a deep understanding of commercial insurance products and underwriting processes, excellent communication skills, strong attention to detail, and an active Property & Casualty license.