About Us: We help businesses operate in a profitable and prosperous manner, and help individuals live prosperous lives, by creating financial turning points. We accomplish this by simplifying their health benefit plans, wealth & financial plans, and their risk & liability transfer plans.
Our firm and associated insurance agencies have been serving clients since 2006 predominantly in the western states. We are the in-house insurance & financial services brokerage for Planstin Administration. Historically, the agency has focused on Individual & Group Health Benefits, Commercial Insurance, as well as Personal Lines (Home, Auto, & Umbrella). However, starting in 2023 we began the expansion of our offering to include financial services such as Life Insurance, Long Term Care, Annuities, Medicare, and more!
As part of our business expansion, we are branching out from serving clients in just the western states to a nationwide multi-line approach.
Given the growth that is ahead, this role will be pivotal in expanding our firm's services & offerings!
Job Description:
We are looking for a High-EQ person who is an excellent communicator, wanting a growth focused career in a fun, professional, meaningful industry. Insurance experience is not needed for this role but will be helpful. If you're looking to start your career in the insurance industry, this opportunity is a great one for you!
Responsibilities:
Communication and Client Interaction:
Manage client communication professionally, addressing inquiries and scheduling appointments.
Serve as a liaison between clients and the President, and other team members, ensuring effective communication.
Administrative Support:
Undertake general office management tasks, including digital & physical filing, data entry, and document organization.
Catching mistakes, discrepancies, and opportunities for improvement for insurance & business documents.
Schedule coordination for the President of the brokerage.
Assist in building the processes for our growing agency.
Process and Audit Agent Commissions
Review and Upload Receipts for Agency Expenses
Technology Management:
Proficient in Microsoft Suite, with a focus on Excel.
Assist in implementing and managing CRM systems, workflow automations, and email campaigns.
Adaptability and Growth:
Display a willingness to take on new responsibilities and adapt to changing priorities.
The role has the potential to evolve into leadership, sales, marketing, or operations based on individual skills and aspirations.
In-office and Hybrid Work:
Primarily an in-office role with occasional flexibility for hybrid working arrangements.
Qualifications:
High EQ Personality
Effective communication skills and excellent English, writing, & grammar skills.
Comfortable interacting with clients and proficient in appointment scheduling.
Proficient in Microsoft Suite, with a focus on Excel.
Technologically adept with the ability to quickly learn and implement new systems.
Bonus Points: If you are already insurance licensed and have marketing skills.
Benefits:
Base Compensation: $20 - $24 hourly wage, based on applicable experience
Opportunity for bonuses & profit sharing
Total potential 1st year compensation $51,000 to $70,000 with following years having even greater earning potential.
Health, dental, and vision coverage.
Opportunities for professional development and career growth.
Great culture & great people
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