Insurance Account Specialist: Build Client Relationships

AppleOne Employment Services; Camarillo (CA); On-site; USD 52,000 - 76,000; Full time

Job summary

AppleOne Employment Services is seeking an Insurance Account Specialist to join our Insurance Services team in California. The role focuses on building client relationships, delivering tailored insurance solutions, and providing exceptional service.

The ideal candidate holds active California Life & Health and Property & Casualty licenses, with at least two years of insurance sales and customer service experience across commercial, personal lines, or health insurance.

Qualifications

• Active California Life & Health Insurance License required.
• Valid Property & Casualty/Commercial Insurance License required.
• Minimum of 2 years of insurance sales and customer service experience.
• Experience with commercial, personal lines, and/or health insurance.
• Strong communication, customer service, and relationship-building skills.
• Excellent organizational skills with strong attention to detail.
• Ability to work independently and as part of a collaborative team.
• Banking or credit union experience is a plus.
• High School Diploma required; Bachelor's degree preferred.

Skills

Life & Health License

Property & Casualty License

Insurance sales

Communication skills

Customer service

Relationship-building

Attention to detail

Independent & team player

Banking/credit union experience

Education

High School Diploma

Bachelor's degree preferred

Job description

AppleOne Employment Services is seeking an Insurance Account Specialist to join our Insurance Services team in California. The role focuses on building client relationships, delivering tailored insurance solutions, and providing exceptional service.

The ideal candidate holds active California Life & Health and Property & Casualty licenses, with at least two years of insurance sales and customer service experience across commercial, personal lines, or health insurance.