Benefits Insurance Specialist

Inszone Insurance Services; Temecula (CA); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Health Insurance

Vision Insurance

Life Insurance

HSA

Disability

Paid Time Off

Holidays

401K Match

Employee Assistance Program

Job summary

Inszone Insurance Services in Temecula, CA seeks a full-time employee to sell and quote employee benefits and related policies onsite. Licensing is required, and the role focuses on building client relationships and meeting insurance needs through proactive sales and service.

The position offers a hands-on, customer-facing environment with opportunities to contribute to a growing team, supported by comprehensive benefits and a strong company culture committed to clients and partners.

Qualifications

• Active insurance license required.
• Experience as an insurance producer in relevant role.
• Ability to manage multiple projects in a fast-paced environment.
• Excellent written and verbal communication skills.
• Strong organizational and teamwork abilities.
• Professional demeanor and accountability in the workplace.

Responsibilities

• Follow up with prospects – WE PROVIDE LEADS!
• Quote and sell policies
• Protect the best interests of both clients and insurance company partners
• Follow up and complete tasks in a timely manner
• Document contact opportunities appropriately
• Operate with a sales and services mindset and professionalism

Skills

Licensed

Insurance Experience

Multi-tasking

Communication

Organization

Team Oriented

Professionalism

Education

Licensing required

Job description

Benefits

• Group Health, Dental, Vision, and Life Insurance for employee and dependents, with company currently contributing 100% towards base HMO or PPO coverage, with additional options available for expanded coverage and dependent care.
• Health Savings Account, Short-Term and Long-Term disability options
• Paid time off, accrued paid sick days and time off to devote to your favorite charity
• Paid Holidays, including the day after Thanksgiving
• 401K retirement program with company contribution matching
• Access to our Employee Assistance Program

Job description

• Group Health, Dental, Vision, and Life Insurance for employee and dependents, with company currently contributing 100% towards base HMO or PPO coverage, with additional options available for expanded coverage and dependent care.
• Health Savings Account, Short-Term and Long-Term disability options
• Paid time off, accrued paid sick days and time off to devote to your favorite charity
• Paid Holidays, including the day after Thanksgiving
• 401K retirement program with company contribution matching
• Access to our Employee Assistance Program

Workplace

Onsite

The Benefits Insurance Producer – Individual Coverage provides quotes to prospective customers, discusses options, and consults with customers to meet their insurance needs. This role is responsible for building relationship and producing insurance sales.

This is a full-time position, onsite role. You may find the location of your nearest Inszone office by visiting www.inszoneinsurance.com/locations.

Licensing is required.

NOTE: This role is in no way related to the administration of employee benefits such as one might see in a company Human Resources Department. This role supports the SALE of employee benefits to organizations.

Responsibilities

• Follow up with prospects – WE PROVIDE LEADS!
• Quote and sell policies
• Protect the best interests of both our clients and insurance company partners
• Follow up and see tasks thru to completion
• Appropriately document contact opportunities
• Act with professionalism, understanding the importance of both a sales and a services mindset

Qualifications

• Licensed – Active License required. Insurance experience necessary.
• Insurance Experience – Prior insurance producer experience in relation to the role required.
• Multi-tasking - Ability to successfully manage different projects and tasks in a fast-paced environment.
• Communication – The ability to speak and write in a clear and calm manner, ensuring customer satisfaction above all.
• Organization – Ability to plan and operate in a well-organized manner.
• Team Oriented – Ability to work as a part of a team, as well as maintain a positive attitude and good energy in the workplace
• Professionalism - A senior team member is expected to set the example for other team members, in both success and professionalism.

Education and Certification

• Licensing required.

Physical Requirements

• Prolonged periods sitting at a desk and working on a computer.

Who We Are

Founded in 2002 in Rancho Cordova, CA, Inszone Insurance Services is a customer-centric, full-service insurance agency established to deliver personalized and comprehensive insurance solutions. Under its current ownership, in 2013 the company embarked on a rigorous expansion strategy. Inszone entered the Nevada market in 2018 and Arizona in 2019. A 2020 partnership with BHMS Investments and a 2023 partnership with Lightyear Capital enabled expansions into additional states across the country, 18 in all at the close of 2024. Concurrently, Inszone experienced significant internal growth, starting with a team of just 25 employees and now proudly boasting more than 1,000 team members. This expansion was coupled with the company’s recognition in Insurance Journal’s Top 100 Property/Casualty Agencies list at #29.

Why work for Inszone Insurance?

At Inszone, we’re passionate about the insurance industry and strive to create a unique company that we’re proud to be a part of. With over 20 years of experience in the business, we focus on growing organically and through strategic mergers and acquisitions. Every decision we make is guided by our unwavering commitment to our team members, customers, and our carriers—each an integral part of the Inszone process. Our mission is to deliver comprehensive and personalized insurance solutions, and our guiding values emphasize strong relationships with our customers, ensuring their satisfaction above all. Looking ahead, we aim to further solidify our footprint by establishing locations in all 50 states of the USA. Our journey thus far has been one of resilience, differentiation, and innovation. Guided by our values, goals, and our excellent service to our customers, we will continue our growth trajectory and consistently improve our standing in the industry.

Profitable. Professional. Honest. Positive. Collaborative. Supportive. Committed. Accountable. These values and more are the hallmarks of Inszone.

Include shift schedule

Not Included

Include budgeted hours

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