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    Admin/Sales Assistant for Property and casualty - McAllen, United States - Brenda Gomez Insurance Agency

    Brenda Gomez Insurance Agency
    Brenda Gomez Insurance Agency McAllen, United States

    1 week ago

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    Description

    Job Description

    Job Description

    Join our team in a unique hybrid position that starts in agency administration and transitions into sales. This role offers a dynamic career path for individuals looking to develop a broad range of skills from administrative support to direct sales.


    Benefits

    Annual Base Salary + Commission + Bonus Opportunities

    Hands on Training

    Mon-Fri Schedule

    Career Growth Opportunities

    Evenings Off


    Responsibilities

    As an Agency Administration Assistant:

    Handle Complex Billing: Resolve billing issues and ensure accuracy in transactions.

    Support Daily Operations: Assist with daily administrative tasks and ensure smooth office operations.

    Manage Client Communications: Handle client interactions with a focus on maintaining high satisfaction levels.

    Document Management: Organize and manage documents, ensuring compliance and accessibility.

    Client Relationship Building: Strengthen client trust through effective communication and problem resolution.

    Transition to Sales Assistant:

    Sales Training and Licensing: Participate in daily sales training and work towards obtaining your state sales license.

    Client Acquisition: Understand client needs, propose suitable insurance solutions, and close sales.

    Community Outreach: Participate in community events to promote agency services and expand client base.

    Technology Utilization: Use agency technology for client management and sales tracking.

    Target Achievement: Meet or exceed sales targets, contributing to agency growth.


    Requirements
    • Detail-Oriented: Ability to manage complex information and tasks with precision.
    • Adaptable: Comfortable with high levels of responsibility and changing role requirements.
    • Strong Communicator: Excellent communication skills, both verbal and written.
    • Tech-Savvy: Proficient with computer systems and adaptable to new technologies.
    • Licensed or Willing to be Licensed: Must obtain a state sales license as part of the transition into the sales role.
    • Team Player: Able to work collaboratively within a team to achieve common goals.


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