Licensed Insurance Sales Agent Assistant 220 215 Required

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

Benefits:

• Paid time off
• Licensed Insurance Sales & Agent Assistant (2-20 & 2-15 Required)

Alisha Clayton Insurance Agency Inc. | Tallahassee, FL Full-Time Preferred | Part-Time Considered for the Right Candidate

About the Role

Alisha Clayton Insurance Agency Inc. is looking for a motivated, fully licensed insurance professional who is ready for a change, wants to grow, and isn't afraid to work for results.

As a Licensed Insurance Sales & Agent Assistant, you'll work directly with the Agent to serve customers, develop new business, manage sales opportunities, and help keep the agency organized and moving forward.

This position is ideal for someone who enjoys both sales and customer service and wants more responsibility than simply answering phones or completing assigned tasks.

I'm looking for someone who can eventually become a trusted right hand within the agency: someone who takes ownership, follows through, recognizes opportunities, solves problems, and understands that excellent service and strong production go hand in hand.

We are serving, not just selling.

Responsibilities

• Assist customers with auto, home, renters, life, health, and other available insurance products within your licensing and authority
• Generate, work, and follow up on new sales leads and existing opportunities
• Prepare quotes and confidently follow up with prospects
• Conduct needs-based conversations to help customers understand appropriate coverage options
• Ask for the business and help turn qualified opportunities into issued policies
• Identify appropriate 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 and thorough customer records and documentation
• Keep the agency's sales and follow-up pipeline organized
• Provide professional and responsive customer service by phone, email, and text
• Resolve routine customer questions and recognize when an issue requires the Agent's involvement
• Help support agency retention, production, and growth goals
• Learn and effectively use applicable State Farm systems, technology, and workflows

Requirements

• Applicants MUST already hold BOTH of the following active Florida insurance licenses:
• Florida 2-20 General Lines License
• Florida 2-15 Life, Health & Variable Annuity License
• Both licenses are required to be considered for an interview.
• Additional qualifications:
• Previous insurance sales, customer service, or related sales experience preferred
• Strong verbal and written communication skills
• Comfortable speaking with customers and asking for the business
• Self-motivated, goal-oriented, and able to work without constant supervision
• Highly organized with strong attention to detail
• Able to work with both speed and accuracy
• Comfortable being coached and held accountable for resultsStrong follow-through and task-management skills
• Comfortable learning and using technology
• Able to prioritize multiple customer and sales opportunities
• Professional, dependable, punctual, and customer-focused
• Willing to take ownership of mistakes, learn from them, and continuously improve

What I'm Looking For

Licensing gets you qualified for the interview. Your work ethic, attitude, accountability, and ability to produce results will determine how far you can go here.

I am looking for someone who:

• Doesn't need to be reminded repeatedly to follow up
• Sees what needs to be done and takes initiative
• Enjoys talking to people and building relationships
• Wants to sell but understands that the customer's best interest comes first
• Can move quickly without sacrificing accuracy
• Wants measurable goals and takes pride in achieving them
• Is interested in becoming more valuable and taking on greater responsibility
• Wants an opportunity to grow instead of simply looking for another job

Schedule

Full-time is preferred.

However, I may consider a part-time schedule for an exceptional candidate who demonstrates the ability to produce high-quality work efficiently and consistently.

The final schedule will be discussed during the interview process.

Compensation

Compensation and any applicable incentive opportunities will be discussed during the interview.

Compensation will depend on experience, qualifications, schedule, responsibilities, and overall fit for the position.

Initial Phone Interview

Qualified applicants will begin with a brief phone interview of no more than 15 minutes.

Candidates who appear to be a strong match will be invited to an in-person interview.

If you do not currently have BOTH required licenses, please do not apply at this time.

About Us

Alisha Clayton Insurance Agency Inc. is a State Farm independent contractor agent's office serving individuals, families, and businesses in Tallahassee and throughout Florida.

Our approach is centered around personalized service, education, accountability, and doing what we say we're going to do.

We believe a successful agency can provide an excellent customer experience while also maintaining ambitious sales and growth goals.

If you're already licensed, hungry for growth, ready to be accountable for your results, and looking for an opportunity where your effort can make a noticeable impact, I'd like to hear from you.

Alisha Clayton Insurance Agency Inc. Tallahassee, FL 850-270-6952

This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies.