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PCFG Insurance Services

Role overview

Qualifications

  • Entrepreneurial mindset
  • Proven track record of personal and financial success
  • Strong organizational and leadership skills
  • Ability to develop and execute effective marketing and sales plans

Responsibilities

  • Meeting with prospective and current clients to assess their insurance needs
  • Managing policy renewals and ensuring clients remain adequately covered
  • Analyzing coverage options and explaining details to clients
  • Managing claims processes and conducting necessary visits

Key facts

Other skills

  • Sales
  • Record Keeping
  • Entrepreneurship
  • Leadership
  • Communication
  • Teamwork

About the company

PCFG Insurance logo

PCFG Insurance

Our brokerage offers a full spectrum of insurance products, as well as alternative retirement planning & business solutions; Business Insurance, Risk Management, Commercial Auto Insurance, Professional Liability, Business/HR Compliance.

Company details

Company size2 - 10

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Job description

Join PCFG Insurance Services as an Insurance Sales Professional

At PCFG Insurance Services, being an insurance agent is about much more than just sales—it’s about building meaningful relationships, making a difference in your community, and helping clients protect what matters most to them. As you manage and grow your own business, you’ll have the opportunity to educate others, safeguard their families, and positively impact their future.

What You'll Do:

As an agent with PCFG Insurance Services, your day-to-day responsibilities will include:

  • Meeting with prospective and current clients to assess their insurance needs.
  • Managing policy renewals and ensuring clients remain adequately covered.
  • Analyzing coverage options and explaining details to clients in a clear, professional manner.
  • Managing claims processes, including conducting visits when necessary.
  • Maintaining client records and overseeing your business operations.
  • Collaborating with underwriting to ensure appropriate coverage solutions.
  • Conducting marketing efforts, such as utilizing social media, sending postcards, and making phone calls to expand your business.
  • Staying up-to-date on industry regulations and product offerings to serve your clients effectively.
  • Overseeing your business operations, including budgeting and hiring staff.

What We Offer:

PCFG Insurance Services provides ongoing training and development opportunities to ensure your success. From sales and marketing support to coaching and mentorship, you will have access to the tools and resources you need to grow your business. Our commitment is to help you succeed in this entrepreneurial role.

What We’re Looking For:

We seek motivated, goal-oriented individuals with a passion for helping others. Successful candidates will have:

  • An entrepreneurial mindset and a desire to operate their own business.
  • A proven track record of personal and financial success.
  • Strong organizational and leadership skills, with the ability to manage an office and staff.
  • The ability to develop and execute effective marketing and sales plans.
  • Experience in an agriculture-related field is a plus, but not required.

If you’re driven, community-focused, and looking for a career that allows you to build lasting relationships while making a real impact, join PCFG Insurance Services today and take the next step in building a successful, rewarding business.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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