Careers @ Phelan

Work With Us

We’re a close-knit crew of professionals, focused on delivering best-in-class products and services to our clients. There’s only one thing missing: you.

Working at Phelan Insurance Agency

Our values are at the heart of what we do and we have fun while getting the job done. We’re all about personal development and learning, which means we support our employees to continuously develop their knowledge and skills.

Take the next step in your career by joining our team!

Competitive Salary

Our compensation package is often higher than the market average

Generous PTO

Ample vacation time and sick days to promote work-life balance

Flexible Schedule

We offer flexible hours and the ability to work remotely during the week

Annual Bonus

Incentive plan for every member of staff

Healthcare

We offer healthcare, dental, vision, and life programs

401k

Enroll with a 50% employer match

Social Events

We hold regular events for staff and sometimes family

Volunteer Days

Help out with community and charity projects

Career Opportunities

View our career opportunities below:

Job Description: Serves as liaison between Account Executive (Producer) and client to meet the day-to-day business needs of our customers. Works with Producer(s) in the preparation of applications and supplemental materials in the servicing of new and renewal business. Manages desk through the Agency Management System. Performs various other administrative functions including the preparation of letters, reports and other correspondence as needed.

 
Responsibilities: You will be responsible for all client communication via the phone, email and internet, handling full renewals, auditing the account to assess changes and policy needs, quoting new business, researching problems, and rounding out accounts. Workload is managed through our Agency Management System. The desired candidate will have the ability to provide exceptional customer service to a wide range of clients. Individuals with an insurance or customer service background are encouraged to apply.
 
Proficiency in Microsoft Office, attention to detail, and a commitment to excellence are key requirements.

Join Our Team

We are passionate about serving our clients, developing our team of professionals, and giving back to our communities. If you are a committed professional with a passion for delivering unparalleled service, we are interested in hearing from you.