Insurance Account Specialist

AppleOne Employment Services; Oxnard (CA); On-site; USD 37,000 - 45,000; Full time

Benefits offered by this job

Career stability

Professional growth opportunities

Supportive team environment

Established client base

Job summary

AppleOne Employment Services is seeking an experienced Insurance Account Specialist in Oxnard, CA to support commercial, health, and personal lines insurance operations. This direct hire role requires a California Life and Health license and at least two years in insurance sales and service.

You will build client relationships, prepare quotes, and coordinate with carriers and underwriters to provide coverage solutions.

Qualifications

• Active California Life and Health License required.
• Minimum 2 years of insurance sales and service experience.
• Experience with personal lines and commercial insurance preferred.
• Knowledge of insurance regulatory compliance requirements.

Responsibilities

• Develop and maintain strong client relationships while identifying insurance needs and coverage opportunities.
• Prepare insurance quotes, recommend appropriate products, and support sales and service goals.
• Manage policy renewals, reinstatements, cancellations, documentation, and recordkeeping.
• Work with carriers and underwriters to secure coverage options and resolve client service needs.
• Monitor premium payments, follow up on outstanding balances, and ensure accurate account activity.
• Review insurance policies, contractual documents, and compliance requirements to support quality service.

Skills

Client relationships

Quotes & coverage recommendations

Policy renewals & cancellations

Insurance products knowledge

Agency management systems

Education

Bachelor's degree in Business/Finance

Tools

Insurance software

Job description

Job Summary

A stable organization in Oxnard, CA is seeking an experienced Insurance Account Specialist to support commercial, health, and personal lines insurance operations. This direct hire opportunity is ideal for a licensed California insurance professional who enjoys building client relationships, recommending coverage solutions, and managing a diverse insurance portfolio.

This role offers career stability, an established client base, and the opportunity to expand your insurance expertise in a supportive team environment. You will work with knowledgeable leadership, collaborative colleagues, and clients who rely on your guidance to make informed insurance decisions.

Key Responsibilities

• Develop and maintain strong client relationships while identifying insurance needs and coverage opportunities.
• Prepare insurance quotes, recommend appropriate products, and support sales and service goals.
• Manage policy renewals, reinstatements, cancellations, documentation, and recordkeeping.
• Work with carriers and underwriters to secure coverage options and resolve client service needs.
• Monitor premium payments, follow up on outstanding balances, and ensure accurate account activity.
• Review insurance policies, contractual documents, and compliance requirements to support quality service.

Compensation and Benefits

• Pay: $27 to $33 per hour.
• Job Type: Direct hire.
• Location: Oxnard, CA.
• Benefits and opportunity highlights include career stability, professional growth opportunities, a supportive team environment, an established client base, and the opportunity to expand insurance expertise.

Required Qualifications and Skills

• Support insurance operations across commercial, health, and personal lines products.
• Manage client accounts, policy changes, renewals, reinstatements, and cancellations.
• Prepare quotes, provide coverage recommendations, and coordinate with carriers and underwriters.
• Maintain accurate insurance documentation and ensure compliance with industry standards.
• Active California Life and Health License required.
• Minimum 2 years of insurance sales and service experience required.
• Experience with personal lines and commercial insurance preferred.
• Strong knowledge of insurance products, coverages, risk management, and client service best practices.
• Experience using insurance software and agency management systems.
• Credit union, banking, or financial services experience.
• Bachelor’s degree in Business, Finance, or a related field.
• Experience with commercial, health, and personal lines insurance.
• Knowledge of insurance regulatory compliance requirements.

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here: https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here: https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.

https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.