Licensed Property and Casualty Insurance Professional
Job Description
The Richard Group Agency is a dynamic insurance agency dedicated to delivering outstanding service and tailored insurance solutions to our clients. We are looking for a motivated, licensed insurance professional to join our team as a Licensed Property Casualty Insurance Professional.
This role is a dual-function position focused on both customer service excellence and sales growth. The ideal candidate is an experienced PC professional who thrives in a fast-paced environment, is passionate about helping clients protect what matters most, and is committed to contributing to agency growth by producing new insurance items per month. Apply today to be part of a growing team that values hard work, dedication, and results!
What We Offer:
• $60,000 – $75,000 annually (base)
• Team-based performance bonuses and year-round contests
• Health, dental, and vision insurance
• 401(k) with employer contributions
• Paid time off (PTO) and holiday
• Transparent commission structure with no chargebacks or commission limits
• Ongoing training and career development opportunities
• Warm leads provided to complement your personal network
• Collaborative and supportive team environment
Customer Service
• Manage inbound calls and service requests, resolving client needs quickly and accurately
• Educate clients on insurance coverage options, discounts, and policy changes
• Conduct policy reviews and identify opportunities for cross-selling or upselling (auto, home, life, umbrella, renters, etc.)
• Handle billing questions, endorsements, and policy changes in line with company procedures
• Deliver exceptional customer service and maintain detailed records in the agency CRM
Sales Production
• Meet or exceed our monthly new insurance item goals
• Work agency-provided leads and referrals and cross-sell to current clients to generate new business
• Build and maintain referral sources through networking, social media, and relationship-building
• Follow up consistently with prospects and maintain accurate notes in agency systems
• Engage on social media platforms (LinkedIn, Facebook, Instagram, etc.) to increase brand presence and generate referral opportunities
• Understand client needs and recommend appropriate property, casualty, renters, auto, and life insurance products
Requirements
• Active Property Casualty (PC) License required
• 2+ years of experience in property and casualty insurance
• Life Health Insurance License preferred (or willingness to obtain)
• Proven track record of meeting or exceeding production goals
• Strong customer service and relationship-building skills
• Self-motivated, coachable, and comfortable in a goal-oriented environment
• Excellent verbal and written communication and organizational skills
• Comfortable with agency management systems and technology
• Ability to engage in social media marketing and networking efforts
• Must be authorized to work in the U.S.
Paid Time Off (PTO)###Health Insurance###Dental Insurance###Vision Insurance###Hands on Training###Mon-Fri Schedule###Career Growth Opportunities###Retirement Plan###
