Insurance Agent (Sales, Customer Service)
$60,000–$150,000 year
On-siteRedwood City, California, United States
Job Summary
Solicit new business and maintain strong relationships with current customers to sell nonstandard auto, homeowners, and health insurance while achieving sales production goals. Proactively connect with clients, understand their needs, and provide expert guidance to help them choose the best insurance solutions. Maintain accurate records of all transactions, including timely deposits and documentation in the agency management system. Quickly establish rapport with clients and offer additional products such as homeowners insurance and, when applicable, health insurance to expand business opportunities.
Required Qualifications
- A High School Diploma or GED
- Strong written and verbal communication skills
- Strong ability to build customer relationships and earn trust
- Excellent follow-up, organization, and multi-tasking skills
- Experience in sales or customer service
- A passion for helping people
- An ambitious, motivated attitude with a desire for growth and advancement
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)
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