Insurance Agent (Sales, Customer Service)
$60,000–$150,000 year
On-siteSan Jose, California, United States
Job Summary
Solicit new business and maintain relationships with existing customers to sell nonstandard auto, homeowners, and health insurance products. Build lasting client connections by understanding their needs and providing expert guidance to select the best insurance solutions. Ensure transaction accuracy by maintaining records of all sales, including timely deposits and documentation in the agency management system. Drive growth by achieving or exceeding sales production goals while leveraging inbound leads and walk-in traffic. Maintain accurate records of all transactions, including timely deposits and documentation in the agency management system.
Required Qualifications
- A High School Diploma or GED
Desired Qualifications
- A Personal Lines or Property and Casualty license (preferred, but not required – we'll support you in obtaining one)
- Bilingual skills in English and Spanish (a strong plus)
- Experience in sales or customer service and a passion for helping people
- Strong ability to build customer relationships and earn trust
- Excellent follow-up, organization, and multi-tasking skills
- An ambitious, motivated attitude with a desire for growth and advancement
- Strong written and verbal communication skills
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