Client Service & Sales Support Representative

We’re looking for a detail-oriented, relationship-driven CSSR to support client onboarding, retention, and account experience inside a growing insurance agency. This is not a call center role. This is a client relationship + retention support role designed to make sure every client we write actually stays, understands their coverage, and has a smooth experience with our agency.

What you’ll do:

• Onboard new insurance clients within 2 business days
• Ensure policies are issued correctly and clients understand their coverage at a high level
• Handle documentation, billing setup, and carrier requirements
• Provide proactive follow-up with new clients after binding
• Identify coverage gaps and future opportunities (home, auto, umbrella, life)
• Maintain clean client files and accurate CRM notes
• Help create a consistent, high-touch client experience

What we’re looking for:

• Strong communication skills (phone comfort is required)
• Detail-oriented and organized
• Coachable and consistent with process
• Comfortable working in a structured system without sounding robotic
• Prior insurance or customer service experience is a plus, not required

Compensation:

• $12-14/hr base pay
• Up to $1,000/month performance bonus based on:
• onboarding completion quality
• timely follow-ups
• client experience standards
• accurate opportunity tracking (X-dates, coverage gaps, etc.)

Additional earning opportunities:

• Separate commission opportunity for successfully referred or assisted life insurance cases
• Occasional performance rewards (gift cards, event tickets, etc.) based on consistency and execution
• Growth opportunity as the agency expands (additional responsibilities, higher earning potential)

Why this role exists:

We’re building an agency focused on long-term client relationships—not one-time transactions. This role ensures that every client is properly taken care of after the sale, which directly impacts retention, referrals, and long-term growth.

What success looks like:

• Clients feel supported after binding, not forgotten
• Fewer issues at renewal
• Strong retention across the book
• Clean onboarding process every time
• Consistent identification of future opportunities

Salary Range: $12.00 - $14.00 per hour

Benefits

Hourly Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Mon-Fri Schedule

Flexible Schedule

Must be licensed in at least property and casualty - $500 sign on bonus paid after probation period.

What you’ll do:

Onboard new insurance clients within 2 business days

Ensure policies are issued correctly and clients understand their coverage at a high level

Handle documentation, billing setup, and carrier requirements

Provide proactive follow-up with new clients after binding

Identify coverage gaps and future opportunities (home, auto, umbrella, life)

Maintain clean client files and accurate CRM notes

Help create a consistent, high-touch client experience

What we’re looking for:

Strong communication skills (phone comfort is required)

Detail-oriented and organized

Coachable and consistent with process

Comfortable working in a structured system without sounding robotic

Prior insurance or customer service experience is a plus, not required

The Aaron Ameduri Agency is a leading provider of comprehensive insurance solutions, dedicated to protecting what matters most to our clients. With a commitment to integrity and personalized service, we empower individuals and businesses to make informed decisions about their insurance needs. Our team of experienced professionals fosters a supportive and collaborative culture, ensuring every member thrives and grows. Join us in our mission to deliver exceptional value and security in the insurance industry. Explore career opportunities with us today!

At Aaron Ameduri Agency, we believe in supporting our team to excel in the dynamic world of insurance. With a culture rooted in collaboration and innovation, we support each employee's growth through ongoing training and mentorship. Our energetic environment fosters creativity, allowing you to make an impact while serving our clients' needs. Join us and be part of a forward-thinking agency that values integrity and excellence—where your contributions truly matter and your career can thrive!