Client-Focused Insurance Producer

The Juris Agency; Brentwood (CA); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Paid Time Off

Career Growth Opportunities

Retirement Plan

Job summary

Diaz Insurance Agency is seeking a motivated Insurance Producer to join our growing team in California. You will build relationships, prospect for new business, and provide excellent client service.

You will identify client needs, present quotes, and work with the service team to ensure a smooth transition from new business to ongoing account management. A California Property & Casualty license is preferred; bilingual English/Spanish is a plus.

Qualifications

• Experience in insurance or sales is preferred.
• Strong communication and relationship-building skills are essential.
• Bilingual English/Spanish is a plus.

Responsibilities

• Generate new business through prospecting, referrals, networking, and follow-up.
• Identify client insurance needs and recommend coverage options.
• Prepare and present quotes to prospective customers.
• Follow up consistently with leads to close new business.
• Cross-sell and upsell insurance products when appropriate.
• Build and maintain long-term client relationships.
• Maintain accurate records of prospects, quotes, and sales activity.
• Work toward individual and agency sales goals.
• Stay knowledgeable about products, underwriting, and industry changes.
• Collaborate with the service team for smooth transitions from sales to account management.
• Represent the agency professionally in all client interactions.

Skills

Sales experience

Communication skills

Relationship-building

Organization

Follow-up

Self-motivated

Team-oriented

Bilingual English/Spanish

Education

California Property & Casualty license (preferred)

Job description

Diaz Insurance Agency is seeking a motivated Insurance Producer to join our growing team in California. You will build relationships, prospect for new business, and provide excellent client service.

You will identify client needs, present quotes, and work with the service team to ensure a smooth transition from new business to ongoing account management. A California Property & Casualty license is preferred; bilingual English/Spanish is a plus.