CA Property Casualty Licensed Insurance Agent Personal Lines

Winchester Insurance Services Inc; Murrieta (CA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

401(k)

Health insurance

Dental insurance

Vision insurance

Competitive salary

Paid time off

Professional Development

Job Stability

Job summary

Winchester Insurance Services Inc is seeking a motivated Personal Lines Producer based in Murrieta, California. You will establish and nurture relationships with personal lines clients while managing insurance opportunities. Key responsibilities include identifying clients, maintaining relationships, and processing insurance coverage. The ideal candidate will have a California or Arizona insurance license and 2-3 years of experience in personal lines account management. Join a thriving team and make an impact in a growing industry.

Qualifications

• Minimum of 2-3 years of personal lines insurance account management experience.
• Strong knowledge of insurance carriers, rating, and underwriting procedures.
• Proven track record of business-to-business sales success.

Responsibilities

• Identify and develop personal insurance opportunities with clients.
• Maintain excellent client relationships through follow-up and support.
• Process quotes and bind insurance coverage; present policies effectively.

Skills

Insurance account management

Customer relationship management

Sales skills

Organizational skills

Technology and computer proficiency

Education

California or Arizona insurance license

Tools

Agency management systems

Job description

Benefits

• 401(k)
• Competitive salary
• Dental insurance
• Health insurance
• Vision insurance
• Paid time off

Benefits/Perks

• Competitive Pay
• Hourly Base Pay + Commission
• 401(k)
• Health, Vision and Dental Insurance
• Professional Development
• Job Stability in a growing industry

We’re a rapidly growing insurance agency, now licensed in 11 states with offices across three—and we’re just getting started! At Winchester and Associates Insurance Services, we’re excited to expand our team and are looking for a driven, energetic Personal Lines Producer who’s ready to make an impact.

In this role, you’ll build and nurture meaningful relationships with our personal lines clients while helping them protect what matters most. You’ll also play a key role in growing our business by connecting with new clients and expanding our already thriving book of business. The best part? All leads are provided and sourced directly from our strong ties within the local community—giving you a powerful head start.

We’re looking for a knowledgeable, motivated in-house agent based in the Murrieta/Temecula/Menifee and surrounding areas who’s eager to grow with us, contribute to a supportive team environment, and take their career to the next level. If you’re motivated, have a great attitude, community-focused, and ready to succeed, we’d love to meet you!

Responsibilities

• Identify, qualify, and develop personal insurance opportunities with new and existing clients in person, online, by phone, and through written communication.
• Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support. Anticipate, respond to, and follow up on all existing client needs.
• Actively prospect cross sale accounts as well as network for new clients, including win backs.
• Obtain best coverage/rate for insured, process quotes, and bind insurance coverage; follow up as necessary with inspection, photos, and other documentation. Present policies to insured and educate them on coverages and rates.
• Foster and maintain excellent relationships with customers and prospects through regular follow-up, timely quotations, and general account support.
• Support and prepare clients for renewal and retention and maintain strong client relationships.
• Anticipate, respond to, and follow up on all existing client needs.
• Monitor, review, and report on key metrics to ensure sales targets are achieved and execute sales activity documentation in a timely, accurate, and professional manner.
• Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
• Maintain CE and participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.

Qualifications

• Must hold a California or Arizona insurance license required by the state and have a minimum of two to three years of personal lines insurance account management experience.
• Knowledgeable with multiple carriers including but not limited to Mercury, Liberty Mutual, Travelers, CA Fair Plan, Aegis, Bamboo and many others.
• Demonstrate strong knowledge of the insurance carriers, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain an existing client base.
• Have a proven track record of business-to-business sales success. Possess strong knowledge of carrier underwriting guidelines.
• Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.
• Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making, and superior written and verbal communication skills.
• Have excellent time management skills, thrive in a team environment, and Technology and Computer proficiency including agency management systems.