Business Express Insurance Agency

• Serve as primary point of contact for assigned book of business, managing client inquiries via phone, email, and text
• Process policy changes and endorsements efficiently and accurately
• Manage policy renewals and conduct proactive coverage reviews to identify gaps
• Cross-sell additional coverages based on thorough understanding of client operations and risk exposure
• Follow up on outstanding quotes and bind new coverage
• Maintain accurate client records and documentation in agency systems
• Provide knowledgeable guidance on commercial insurance products including Workers Compensation, General Liability, Business Auto, Property, and specialty coverages
• Build strong relationships that turn clients into enthusiastic promoters of our agency

• 1-3 years of customer service or client-facing experience
• Insurance experience preferred (or strong willingness to learn)
• Current insurance license or ability to obtain within 90 days of hire
• Exceptional communication skills - articulate, professional, and personable
• Excellent phone etiquette with ability to explain complex insurance concepts clearly
• Strong organizational skills with ability to manage multiple priorities simultaneously
• Proficient with technology systems and quick to learn new platforms
• Self-motivated with ability to work independently
• Bilingual (English/Spanish) strongly preferred

• Competitive base salary with performance-based bonus structure
• Comprehensive 14-day training program with ongoing professional development
• Paid sick days and holidays
• Monday-Friday schedule - no weekends
• Growth opportunities within a rapidly expanding agency
• Modern technology stack and streamlined processes
• Collaborative team environment

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