About the Role
At Goosehead Insurance-GooseheadSC, We pride ourselves on our ability to help our community protect what matters most through advanced technology, access to top-rated carriers, and a dedicated team that operates with care and integrity.
We are a growing insurance agency specializing in auto and homeowner’s insurance looking for an organized, personable, and motivated individual to work directly alongside the Agency Owner. The primary purpose of this position is to become an extension of the Agency Owner and collaborate to achieve office objectives.
For someone interested in building a career in insurance, this role also offers valuable training and support towards the path into a future Account Executive position within the agency.
Responsibilities
Your responsibilities will span two important areas of our agency:
1. Client Service & Relationship Management - A significant part of your role will be helping take care of our existing clients and ensuring they receive prompt, helpful service. You will:
- Assist existing clients with questions regarding their policies and coverage.
- Help coordinate policy changes, documentation requests, billing questions, and other service needs.
- Help clients navigate renewals and identify situations requiring additional attention.
- Maintain accurate client records and documentation within agency systems.
- Look for opportunities to strengthen client relationships and improve their overall experience with the agency.
- Identify potential coverage gaps and cross-sell opportunities and bring them to the appropriate next step.
2. Sales & New Business Support - You’ll also work closely with the Agency Owner to assist with incoming opportunities and manage the agency sales pipeline. You will:
- Respond to new inquiries and referrals promptly.
- Assist with initial conversations and gather information needed to prepare insurance quotes.
- Handle overflow quoting and sales opportunities as needed
- Follow up with prospects regarding outstanding information, quotes, and next steps.
- Assist with preparing and presenting insurance options to prospective clients.
- Help complete applications and documentation required to bind coverage.
- Identify opportunities to bundle policies or provide additional coverage based on a client’s needs
- Collaborate with Agency Owner on marketing campaigns, community outreach, and partner events
What We’re Looking For
You may be a great fit if you:
- Genuinely enjoy helping and talking with people.
- Communicate confidently and professionally by phone, email, text, and social media
- Are comfortable working in a fast-paced environment.
- Are highly organized and can manage multiple competing priorities.
- Take ownership of problems and follow them through to resolution.
- Have strong attention to detail.
- Are curious and eager to learn.
- Are comfortable with technology and learning new systems.
- Enjoy working independently while also collaborating closely with a business owner.
- Are interested in developing a long-term career rather than simply finding your next job.
- Are comfortable in a growing small-business environment where responsibilities may evolve over time.
Experience in customer service, banking, mortgage, real estate, financial services, or another relationship-focused environment may translate well to this position.
Requirements
Must be able to obtain A Property & Casualty insurance license.
Pay: $45,000.00 - $55,000.00 per year
Work Location: Hybrid remote in Charleston, SC 29492
