[Hiring] Agency Associate @The Real Insurance Lady

Role Description

An Agency Associate delivers exceptional customer service, manages client communications, assists with new client enrollment and existing client renewals while working alongside licensed Agents.

• Client Communication: Manage inbound and making outbound calls, sending emails, and general correspondence promptly and professionally.
• Information Gathering & Updates: Reach out to existing and new clients to collect updated records, collect consent for renewals, and ensure customer data accuracy.
• Lead Generation & Support: Assist with prospective client outreach, gather initial inquiry details, and qualify leads.
• Seamless Escalation: Efficiently triage client needs and transfer requests to licensed Client Service Specialists whenever insurance-licensed guidance or transactions are required.

Qualifications

• Customer Service Experience: Strong background in client management, account support, or consultative sales.
• Communication Skills: Exceptional verbal and written communication with demonstrated phone presence.
• Problem-Solving & Analytical Ability: Solution-oriented mindset with the ability to analyze issues and execute timely resolutions.
• Adaptability & Organization: Ability to prioritize tasks in a fast-paced environment and remain open to evolving processes.
• Technical Proficiency: Fast, accurate data entry capabilities.

Requirements

• Computer Setup: PC running Windows 7 (or higher) OR Mac running macOS 10.1 (or higher).
• Peripherals: Dual-monitor setup (secondary monitor required), hands-free headset, and working webcam.
• Network & Connectivity: High-speed internet connection.
• This position is an independent contractor role (1099). To be considered, candidates must operate as an established business entity, which requires having an active DBA (Doing Business As) and a valid EIN (Employer Identification Number).