Associate Insurance Agent

This role is all about building trust, creating connection, and developing long-term relationships with the people we serve. This person becomes a consistent, friendly voice our clients know, recognize, and value.

This role is key to helping us stand out from other insurance agencies by ensuring every interaction feels personal, thoughtful, and relationship-driven—not transactional.

This person becomes the bridge between service and relationship—turning everyday interactions into meaningful experiences.

• Paid Time Off (PTO)
• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities
• Retirement Plan

• Make proactive outreach calls and send personalized messages to clients
• Check in regularly—especially when there is no immediate need
• Capture, remember, and follow up on personal details and life events
• Create genuine, human conversations that go beyond insurance

• Reconnect with past or inactive clients
• Follow up after key moments (claims, policy changes, life updates)
• Create positive, memorable interactions that build long-term loyalty
• Help clients feel known, not just serviced

• Proactively reach out to schedule and remind clients of account review meetings
• Position reviews as valuable, helpful conversations—not obligations
• Ensure clients feel comfortable, prepared, and excited to connect
• Help maintain a consistent cadence of reviews across the client base

• Welcome new clients with a personal call, message, or handwritten note
• Set clear expectations for what working with the agency looks like
• Schedule and support 60-day follow-up reviews
• Create a smooth, friendly, and confidence-building onboarding experience

• Assist with client appreciation initiatives and events
• Support outreach efforts that strengthen the agency's community presence
• Create moments that make clients feel connected beyond transactions
• Help bring the  relationship-first  experience to life externally

• Processing policy changes
• Quoting new policies
• Issuing new policies
• Payment Processing

• Get an Insurance License as part of onboarding
• Enjoys talking to people and building relationships
• Naturally warm, friendly, and personable
• Strong communication skills (phone, text, and in-person)
• High emotional intelligence and ability to connect authentically
• Gets energy from conversations and regular interaction
• Is naturally curious and asks thoughtful questions
• Is proactive rather than reactive
• Takes pride in making people feel valued, remembered, and appreciated