Part-Time or Full-Time (Flexible for the right person)
Compensation:
Highly competitive, with growth opportunity
About Us
We're a small, fast-growing independent insurance agency based in Fort Thomas with a casual, collaborative work environment. We help people understand their health insurance options--clearly, honestly, and without pressure. We're looking for someone who's excited to support our clients today and grow into a larger role over time.
About the Role
We're hiring a Sales & Client Support Assistant to help manage day-to-day client communications and office operations. The ideal candidate is organized, personable, and eager to learn. This role is perfect for someone who wants to join a small business, make a meaningful impact, and advance into a larger sales, marketing, or operations role as we grow.
Key Responsibilities
Answer inbound phone calls and client inquiries with professionalism and care
Schedule consultations, follow-up calls, and appointments
Assist with CRM updates, notes, and client file organization
Support revenue tracking, commissions reporting, and light data entry
Help manage email and text outreach campaigns
Contribute to office efficiency, small projects, and special initiatives
Learn the business with potential to grow into licensing, sales, marketing, or operations roles
What We're Looking For
Friendly, reliable, and customer-focused
Strong organization and attention to detail
Comfortable on the phone and communicating with clients
Tech-savvy (CRM, Excel/Sheets, email systems, scheduling tools)
Self-driven and excited about learning new skills
Interest in health insurance, financial services, or client advising is a plus
Prior office or customer service experience preferred, but not required
Why This Role Is Different
Small office, casual atmosphere
--no corporate nonsense
Direct mentorship
and hands-on training
Path to a higher-level role
(sales, licensed agent, operations, or marketing)
Outstanding compensation
for the right person, with performance-based growth
How to Apply
Send your resume and a brief note about why this role fits you.
Job Type: Full-time
Pay: $18.00 - $29.00 per hour
Expected hours: 40 per week
Benefits:
Flexible schedule
Paid time off
Work Location: In person
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