Agency Associate

The Real Insurance Lady

5d • Remote

About The Position

The "REAL" Insurance Lady (T.R.I.L.) is a family-owned, mission-driven insurance agency serving individuals and families with health, Medicare, dental, vision, and life insurance support. Our work is centered on helping underserved communities navigate important coverage decisions with clarity, care, and confidence. An Agency Associate delivers exceptional customer service, manages client communications, assists with new client enrollment and existing client renewals while working alongside licensed Agents.

Requirements

• Strong background in client management, account support, or consultative sales.
• Exceptional verbal and written communication with demonstrated phone presence.
• Solution-oriented mindset with the ability to analyze issues and execute timely resolutions.
• Ability to prioritize tasks in a fast-paced environment and remain open to evolving processes.
• Fast, accurate data entry capabilities.
• PC running Windows 7 (or higher) OR Mac running macOS 10.1 (or higher).
• Dual-monitor setup (secondary monitor required), hands-free headset, and working webcam.
• High-speed internet connection.
• Must operate as an established business entity, which requires having an active DBA (Doing Business As) and a valid EIN (Employer Identification Number).

Responsibilities

• Manage inbound and making outbound calls, sending emails, and general correspondence promptly and professionally.
• Reach out to existing and new clients to collect updated records, collect consent for renewals, and ensure customer data accuracy.
• Assist with prospective client outreach, gather initial inquiry details, and qualify leads.
• Efficiently triage client needs and transfer requests to licensed Client Service Specialists whenever insurance-licensed guidance or transactions are required.

What This Job Offers

• Career Level: Entry Level
• Education Level: No Education Listed