Quick Overview
Job Description
We are seeking a professional and knowledgeable
Insurance Sales and Service Representative to join our team. In this role, you will be responsible for developing and nurturing relationships with personal lines clients. We are an independent insurance brokerage
— meaning we don’t work for just one company but we shop multiple carriers to find policies that fit our client's needs and budget rather than a single provider’s products. The agency is accredited by the Better Business Bureau with an A+ rating
, reflecting a strong reputation for service and business practices.
Identify new personal insurance opportunities
Monitor and report on key metrics regarding sales targets
Collaborate with colleagues and provide training when necessary
Active California Property & Casualty Insurance license
Previous experience as a personal or commercial lines producer or in a similar role
Bachelor’s degree preferred
Proven track record of B2B sales experience
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