Licensed Insurance Pro & Right-Hand Sales Assistant

Alisha Clayton Insurance Agency Inc; Tallahassee (FL); On-site; USD 36,000 - 60,000; Full time

Benefits offered by this job

Paid time off

Licensing: 2-20 & 2-15 required

Job summary

Alisha Clayton Insurance Agency Inc. in Tallahassee, FL is seeking a motivated, fully licensed insurance professional to join as a Licensed Insurance Sales & Agent Assistant.

You will work directly with the Agent to serve customers, develop new business, manage sales opportunities, and help keep the agency organized and moving forward. This role blends sales and customer service, offering ownership potential and opportunities for growth.

Qualifications

• Must already hold BOTH Florida licenses: 2-20 General Lines License and 2-15 Life, Health & Variable Annuity License

Responsibilities

• Assist customers with auto, home, renters, life, health, and other available insurance products within licensing and authority
• Generate, work, and follow up on new sales leads and existing opportunities
• Prepare quotes and follow up with prospects
• Conduct needs-based conversations to help customers understand coverage options
• Ask for the business and help turn qualified opportunities into issued policies
• Identify cross-selling opportunities within existing households
• Assist the Agent with daily sales, service, administrative, and operational priorities
• Follow up on pending applications, documents, policy changes, and customer requests
• Maintain accurate customer records and documentation
• Keep the agency's sales and follow-up pipeline organized
• Provide professional, responsive customer service by phone, email, and text
• Resolve routine questions and recognize when agent involvement is needed
• Support agency retention, production, and growth goals
• Learn and effectively use applicable State Farm systems, technology, and workflows

Skills

Sales experience

Customer service

Communication

Self-motivation

Job description

Alisha Clayton Insurance Agency Inc. in Tallahassee, FL is seeking a motivated, fully licensed insurance professional to join as a Licensed Insurance Sales & Agent Assistant.

You will work directly with the Agent to serve customers, develop new business, manage sales opportunities, and help keep the agency organized and moving forward. This role blends sales and customer service, offering ownership potential and opportunities for growth.