Insurance Advisor – Remote, Growth-Focused Role

Incline Insurance Services Inc; South San Francisco (CA); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

401(k)

Health insurance

Paid time off

Company parties

Competitive salary

Dental insurance

Parental leave

Job summary

Incline Insurance Services Inc in South San Francisco, CA seeks an Insurance Agent to build and manage a client-focused book of business. You will assess client needs, present quotes for personal, commercial, or life insurance, and process applications with accuracy.

We value proactivity, strong communication, and a client-first mindset. Flexible work-from-home options are available as we expand our growing team in the California Bay Area.

Qualifications

• Active California Producer License or ability to obtain one.
• Experience in insurance sales or customer service preferred.
• Strong communication and interpersonal skills.
• Ability to explain coverage options clearly.
• Self-motivated with strong organizational and time management skills.
• Proficiency with agency management Applied EPIC.

Responsibilities

• Prospect, develop, and maintain a book of business through networking, referrals, and outreach.
• Consult with clients to assess insurance needs and recommend appropriate coverage options.
• Prepare and present insurance quotes for personal, commercial, or life insurance products.
• Process policy applications, renewals, endorsements, and cancellations accurately.
• Provide exceptional customer service by responding to client inquiries and resolving policy issues.
• Stay current on carrier products, underwriting guidelines, and industry regulations.
• Meet or exceed individual sales targets and agency production goals.

Skills

Client-focused communication

Sales experience

Interpersonal skills

Time management

Organizational skills

Education

California Department of Insurance Producer License

Tools

Applied EPIC

Job description

Incline Insurance Services Inc in South San Francisco, CA seeks an Insurance Agent to build and manage a client-focused book of business. You will assess client needs, present quotes for personal, commercial, or life insurance, and process applications with accuracy.

We value proactivity, strong communication, and a client-first mindset. Flexible work-from-home options are available as we expand our growing team in the California Bay Area.