What are the responsibilities and job description for the Entry Level Sales & Service Representative position at The UA Insurance Agency, LLC?
About Us
The UA Insurance Agency, LLC is a growing independent insurance agency serving clients throughout Alabama. We specialize in Auto, Home, Renters, Life, Business, and Personal Benefits Insurance. Our mission is to help individuals, families, and business owners find affordable, customized insurance solutions that protect what matters most.
We are seeking a motivated and customer-focused Entry Level Sales & Service Representative to join our team. This position combines both sales and customer service responsibilities, making it ideal for someone who enjoys building relationships, helping people, and growing their income through performance-based rewards.
Whether you're already licensed or looking to start a career in insurance, we provide training, mentorship, and licensing support for the right candidate.
What You'll Do
Sales Responsibilities
- Make outbound calls to prospective clients using our agency systems
- Handle inbound calls, quote requests, and internet leads
- Generate new business through referrals, networking, social media, and community outreach
- Identify customer needs and recommend appropriate insurance solutions
- Build and maintain a strong pipeline of prospects
- Cross-sell additional products to existing clients, including Home, Life, Business, and Personal Benefits Insurance
- Follow up on leads and referrals in a timely and professional manner
- Meet or exceed monthly sales goals and performance objectives
Customer Service Responsibilities
- Assist current clients with policy changes, billing questions, claims support, and coverage reviews
- Process policy endorsements, renewals, and other service requests
- Provide exceptional customer service to strengthen client retention
- Conduct policy reviews and identify opportunities to improve coverage
- Maintain accurate customer records and documentation within the agency management system
- Resolve customer concerns professionally and efficiently
What We're Looking For
Required Qualifications
- High School Diploma or GED
- Strong communication and interpersonal skills
- Professional phone etiquette and customer service skills
- Ability to multitask and stay organized in a fast-paced environment
- Basic computer proficiency and experience using web-based applications
- Positive attitude and strong work ethic
- Self-motivated and goal-oriented
- Must be able to obtain Alabama insurance licenses (P&C and Life/Health)
Preferred Qualifications
- Previous sales, customer service, retail, call center, or insurance experience
- Experience meeting sales goals or quotas
- Alabama Property & Casualty License and/or Life & Health License
Ideal Candidate
- Enjoys helping people and building relationships
- Comfortable making outbound calls and asking for referrals
- Competitive and motivated by performance-based compensation
- Coachable and eager to learn
- Looking for a long-term career opportunity with advancement potential
Compensation & Benefits
Compensation
- Competitive base pay
- Uncapped commissions
- Monthly and quarterly performance bonuses
- Additional incentives and recognition opportunities
Benefits
- Paid training
- Licensing assistance and reimbursement opportunities
- Flexible schedule options
- Paid time off
- Dental insurance
- Vision insurance
- Career advancement opportunities
- Ongoing coaching and professional development
Why Join UA Insurance Agency?
- Growing independent agency with a supportive team culture
- Opportunity to work in both sales and customer service
- Training and mentorship provided
- Clear path for career advancement
- Flexible full-time and part-time opportunities
- Unlimited earning potential through commissions and bonuses
- Opportunity to build a rewarding career helping Alabama families and businesses protect their future
Schedule
- Monday – Friday
- Day Shift
- Flexible scheduling available for qualified candidates
- Full-Time and Part-Time positions available
Apply Today
If you're looking for a career where you can make a difference, build meaningful relationships, and earn based on your performance, we'd love to hear from you.
The UA Insurance Agency, LLC is an Equal Opportunity Employer committed to creating a positive and professional workplace where team members can grow and succeed.
Pay: $25,000.00 - $50,000.00 per year
Benefits:
- Dental insurance
- Flexible schedule
- Life insurance
- Paid time off
- Paid training
- Professional development assistance
- Vision insurance
Work Location: In person
Salary : $25,000 - $50,000