Business Insurance Marketing Assistant

at  CARLOS CRUZFarmers Insurance Agency

JOB DESCRIPTION

We are seeking a motivated and customer-oriented Business Insurance Marketing Assistant to join our team. This position is primarily focused on reaching out to potential businesses to offer our comprehensive business insurance solutions. The successful candidate will schedule appointments with our licensed agents and provide essential support in office duties and basic customer service tasks.
Salary: $37500.00 - $65000.00 per year
Benefits
Annual Base Salary + Bonus Opportunities
Paid Time Off (PTO)
Mon-Fri Schedule
Hands on Training
Vision Insurance
Health Insurance
Career Growth Opportunities
Evenings Off

Responsibilities

• Conduct outbound calls to potential clients to market business insurance products.
• Schedule appointments for licensed agents to meet with interested clients.
• Assist with administrative tasks such as managing schedules, maintaining client records, and preparing documents.
• Provide basic customer service support, addressing inquiries and ensuring client satisfaction.
• Collaborate with team members to optimize marketing strategies and improve outreach efforts.
• Maintain accurate records of interactions and appointments in the CRM system.
• Follow up with leads and clients as necessary to enhance engagement and conversion rates.

REQUIREMENTS

• Excellent communication skills, both verbal and written.
• Strong organizational skills and attention to detail.
• Ability to work independently and as part of a team.
• Prior experience in customer service or telemarketing is a plus.
• Familiarity with insurance products is preferred but not required; training will be provided.
  This is a fantastic opportunity for someone looking to grow their career in the insurance industry while making a meaningful impact on our clients’ businesses. If you’re a proactive and enthusiastic individual with a passion for helping others, we’d love to hear from you!
  Company Description
  Since 2013 the Carlos Cruz Insurance Agency has been dedicated to protecting and servicing our clients all over Texas with affordable and quality insurance from Farmers Insurance. Our agency located in Northeast San Antonio; TX is seeking an outgoing, career-oriented professional to join the team. As a Farmers Insurance team member for Carlos Cruz Agency, you will build and develop customer relationships within the community to promote our products including auto, home, business and life insurance

• Conduct outbound calls to potential clients to market business insurance products.
• Schedule appointments for licensed agents to meet with interested clients.
• Assist with administrative tasks such as managing schedules, maintaining client records, and preparing documents.
• Provide basic customer service support, addressing inquiries and ensuring client satisfaction.
• Collaborate with team members to optimize marketing strategies and improve outreach efforts.
• Maintain accurate records of interactions and appointments in the CRM system.
• Follow up with leads and clients as necessary to enhance engagement and conversion rates