Agency Assistant

About The Role

We are not looking for a traditional insurance CSR. We are looking for someone who can help a growing agency provide an exceptional client experience while helping create opportunities for growth.

This role is a combination of client service, onboarding, relationship building, organization, and appointment setting. The right person will help make sure clients are taken care of, tasks are completed on time, opportunities are not missed, and the agency runs smoothly.

Most importantly, this role helps free the agency owner to focus on helping more clients and growing the business. WE ARE IN THIS TOGETHER.

The Best Person for This Role

• Genuinely enjoys helping people
• Is organized and detail-oriented
• Takes ownership of their work
• Enjoys building relationships
• Naturally asks follow-up questions
• Notices opportunities others miss
• Is dependable and reliable
• Communicates well by phone, text, and email
• Learns quickly
• Doesn't require constant supervision

What This Is Not

• A sit-at-a-desk-and-answer-the-phone position
• A role where you simply process paperwork all day

What Success Looks Like within your first 90 days

• New clients feel welcomed and taken care of
• Follow-ups and onboarding items are completed on time
• The agency owner's calendar stays organized
• Opportunities for additional coverage are identified
• Tasks stay current and organized
• Clients receive exceptional service
• The agency runs smoother because you're here

Compensation

• Base Pay: $2,000 per month
• Bonus Opportunities: $250 Monthly Bonus
• - No overdue assigned tasks: $10 Per Qualified Appointment Set
• - Appointment completes and is held with the agency owner: $20 Per Cross-Sold Policy
• - Life Insurance Policy Issued & Paid: $75 Per Life Insurance Policy Issued & Paid

Why Join Our Agency?

• An opportunity to work directly alongside the agency owner and play a key role in building a growing business
• The ability to learn insurance, client relationship management, sales processes, marketing, and small business operations while helping clients protect what matters most
• An opportunity to grow with us

Salary Range

$30,000.00 - $50,000.00 per year

Annual Base Salary + Bonus Opportunities

Flexible Schedule

Hybrid Remote

Job Type

Full-Time

Job Category

Customer Service

Location

5500, East Loop 820 South, Fort Worth, TX, 76119, US

Phone

214-367-4003