Lead Relationships. Solve Problems. Grow the Business.

• You take ownership. When a customer needs help, you don’t just pass along the problem—you work to find the solution.
  
  
• You’re a relationship builder. You know that great service builds trust, loyalty, referrals, and long-term customers.
  
  
• You see opportunities others miss. A service conversation isn’t just about solving today’s issue—it’s an opportunity to uncover needs and make sure customers are properly protected.
  
  
• You listen first, then lead. You ask great questions, understand what matters to the customer, and confidently recommend next steps.
  
  
• You’re comfortable having sales conversations. You can transition naturally from service to identifying additional products and coverage opportunities.
  
  
• You’re calm under pressure. When life gets complicated, customers can count on you to bring clarity, confidence, and solutions.
  
  
• You’re motivated by results. Customer retention, account growth, referrals, and team performance matter to you.
  
  
• You want to lead. You enjoy setting the standard, improving processes, and helping a team deliver an exceptional customer experience.
  
  

• Strong relationship-building and communication skills.
  
  
• A customer-first attitude combined with a growth and sales mindset.
  
  
• Confidence identifying needs and recommending solutions.
  
  
• Ability to handle difficult conversations calmly and professionally.
  
  
• Someone who takes initiative instead of waiting to be told what to do.
  
  
• Goal-oriented, coachable, and motivated to continually improve.
  
  

• Excellent communication and organizational skills.
• Strong attention to detail with the ability to manage multiple priorities.
• Prior experience in customer service, office management, or administrative support preferred.
• Must be able to obtain applicable state insurance licenses.