Insurance Advisor - Client Solutions & Growth (SF)

Redwood Premier Group; San Francisco (CA); On-site; USD 90,000 - 119,000; Full time

Benefits offered by this job

Health insurance

401(k)

Job summary

Redwood Premier Group in San Francisco, CA is seeking an Insurance Agent to join our local office. The role focuses on assessing client needs, offering tailored policy options, processing applications, and maintaining client relationships.

You will also handle renewals, claims support, and responsive customer service to ensure client satisfaction. The position is full-time with a salary between $90,000 and $118,803 per year, plus comprehensive health benefits and a 401(k) plan.

Qualifications

• High school diploma or equivalent required.
• Experience in insurance sales is a plus but not mandatory.
• Strong communication and interpersonal skills required.
• Basic computer skills and proficiency in insurance software required.
• Valid driver's license and clean driving record required.
• Ability to work well under pressure and meet deadlines.
• Enthusiasm for learning and growing in the insurance industry.

Responsibilities

• Assist clients in selecting and purchasing insurance policies that meet their needs.
• Provide expert advice on insurance products and services.
• Maintain and update client information in our systems.
• Process policy applications, renewals, and cancellations.
• Collaborate with underwriting and claims teams to ensure smooth operations.
• Attend industry events and seminars to stay updated on trends and developments.
• Achieve sales targets and contribute to the team's overall success.

Skills

Sales experience

Communication skills

Customer service

Education

High school diploma

Tools

Insurance software

Job description

Redwood Premier Group in San Francisco, CA is seeking an Insurance Agent to join our local office. The role focuses on assessing client needs, offering tailored policy options, processing applications, and maintaining client relationships.

You will also handle renewals, claims support, and responsive customer service to ensure client satisfaction. The position is full-time with a salary between $90,000 and $118,803 per year, plus comprehensive health benefits and a 401(k) plan.