Insurance Sales & Client Concierge (Hybrid/Remote)

Country Financial; Juneau (AK); Hybrid; USD 32,370 - 72,358; Full time

Benefits offered by this job

Remote work option

Flexible schedule

Paid time off

Hybrid work location

Job summary

Country Financial is seeking a diligent Sales Associate Agent to support a busy insurance agency. You will coordinate calendars, handle client inquiries, and assist with policy creation and renewals while delivering high-quality service.

The role emphasizes organization, proactive communication, and relationship-building to drive sales and customer satisfaction. Hybrid work options available for candidates in Minnesota, with relocation as needed.

Qualifications

• Experience in a sales role, preferably in insurance/financial services.
• Excellent organizational skills with attention to detail and multi-tasking.
• Strong verbal and written communication for client interactions.
• Proficient with MS Office and CRM systems.
• Able to adapt quickly to a fast-paced environment and changing priorities.
• Maintain confidentiality and integrity when handling sensitive information.

Responsibilities

• Manage calendars, coordinate appointments, and handle correspondence to ensure efficient day-to-day operations.
• Sell products and services while serving clients; act as a primary point of contact for buyers.
• Prepare and maintain accurate client files, policies, and documentation in compliance with standards.
• Collaborate with agency owner on marketing strategies, outreach, campaigns and client relationship management.
• Assist in creating, modifying, and renewing insurance policies with accurate information.

Skills

Sales experience

Customer service

Organizational skills

Communication

CRM familiarity

MS Office

Adaptability

Confidentiality

Tools

MS Office Suite

CRM software

Job description

Country Financial is seeking a diligent Sales Associate Agent to support a busy insurance agency. You will coordinate calendars, handle client inquiries, and assist with policy creation and renewals while delivering high-quality service.

The role emphasizes organization, proactive communication, and relationship-building to drive sales and customer satisfaction. Hybrid work options available for candidates in Minnesota, with relocation as needed.