Benefits:

401(k)

Bonus based on performance

Competitive salary

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Vision insurance

Wellness resources

ABOUT OUR AGENCY: We are not your typical insurance agency. At the Emil Rummel Agency, we strive to exhibit a “family-like” culture and environment. We are growth-minded and are focused on building strong relationships. We go above-and-beyond for our clients, and for each other as a team. We expect a lot, but in return, we give you the tools to succeed professionally. The Emil Rummel Agency is a family-owned company that has survived and thrived for four generations and is poised for growth.

ROLE DESCRIPTION: We are seeking a motivated and positive customer-focused Office Representative to join our insurance agency. In this role, you will deliver exceptional service to our clients and prospects through phone, email, text, or in-person interactions. You will manage customer policies, providing consultative support while expanding and servicing existing coverage. This position offers opportunities to take on leadership roles and build relationships that can lead to referral business. This role will focus on business with our commercial accounts.

RESPONSIBILITIES:

Establish customer relationships and follow up with customers, as needed.

Respond to inquiries from commercial clients, following established procedures and meeting insurance company and agency standards.

Engage commercial clients in policy reviews, address endorsements, upselling, and coverage adjustments as needed.

Ensure all client information is current, documenting updates in the agency management system.

Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

REQUIREMENTS:

Interest in marketing products and services based on customer needs

Excellent time management and organizational skills

Analytical problem-solving abilities

Effective communication and customer service skills

Ethical conduct and professionalism

Team-oriented mindset

Property/Casualty insurance license (must obtain within 90 days of start date)