Full-time Posted March 23, 2026
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Job Description

Position Details

Who We Are: 

  • Acts as an onsite Broker to assist other Brokers and Supervisors as needed, supporting learning and growth for the team.

  • Provides Property, Casualty, Travel Medical and Auto insurance services and professional insurance advice to existing customers and prospects through multiple forms of communication within broker authority level.

  • Provides insurance advice, handles policy updates, and inputs changes into the insurance software while documenting them in the agency management system.

  • Logs in to the customer assistance telephone queue and provides assistance regarding quotes, changes, amendments, and inquiries for new business and existing clients.

  • Using proper questioning and sales techniques, provides property insurance quotations and applies all appropriate pre-qualification and underwriting guidelines while using evaluation software 

  • Educates the client by e...
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