About You:

Enjoy helping others and are detailed oriented. You are comfortable with talking to people on the phone and using a computer all day, so you are computer literate. Like to work with numbers and learn new things. You desire to be part of a team and want to be part of the solution and not the problem. If this sounds like you, please read on.

About Us:

We are a team of people helping people. Our independent insurance business is based on the relationships we build within our Team, our clients, potential clients, our community and the companies we work with. As an independent insurance agency, we work for our clients, not one insurance company. MUST be able to work Monday thru Friday from 9:00am – 5:30pm, live in the state of California and we will provide training. You may be asked to work occasionally during an evening or Saturday to support local and community events.

Job Responsibilities:

Establish working relationships with clients, potential clients and companies we represent on the phone, email and on paper

Supporting teammates with follow up for clients and prospects

Research and resolve coverage questions

Promptly respond to client needs either on the phone or electronically

Maintain client files and process routine correspondence between our agency and the client or company… both paper records and on our many different software programs

Cultivate new opportunities and offer additional lines of insurance through consultative selling

Assist with other office duties as they arise and are needed

Professional and Personal Skills:

Proficient with Microsoft Word, Excel, Outlook and a calculator

Type quickly and accurately

Excellent communication skills both verbal and written

Organized, structured, punctual and will follow the rules

Patient, respectful, reliable, trustworthy, friendly, supportive, articulate, kind, ethical and honest

Wages and Compensation:

We offer competitive wages, depending on experience, bonuses for performance and other benefits are available as well

Experience Requirements:

Property & Casualty license

1 + years insurance industry experience

MUST be able to work 9:00am to 5:30pm PST (REMOTE POSITION)

This is a remote position.