Insurance Agent

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 seeks an Insurance Agent in San Francisco, CA. This is a full-time position with a salary range of $90,000 to $118,803. The role involves assisting clients with insurance needs and providing tailored solutions.

Daily tasks include evaluating client insurance needs, such as assessing their specific requirements and risk factors, and recommending appropriate coverage, which involves explaining different policy options and their benefits. You will also process applications, which includes gathering necessary information, verifying details, and submitting them to the insurance provider. Additionally, maintaining client relationships involves regular communication, understanding their concerns, and providing updates on their policies. You will also handle policy renewals, which includes reviewing existing policies, making necessary adjustments, and ensuring clients are informed about any changes. Furthermore, you will manage claims, which involves assisting clients with filing claims, tracking their progress, and providing necessary information to the insurance provider. Lastly, you will handle customer service inquiries, which includes addressing client concerns, providing information about their policies, and resolving any issues they may have.

The team is based in San Francisco, CA, and works in a collaborative environment. The office is located in the vibrant city of San Francisco, offering a dynamic workplace atmosphere.

The salary range for this position is between $90,000 and $118,803 per year, providing a competitive compensation package. Employees can expect comprehensive health insurance coverage, including medical, dental, and vision plans, to support their well-being. Additionally, the company offers robust retirement plans, such as a 401(k) with matching contributions, to help employees save for their future. Professional development opportunities are also available, allowing employees to enhance their skills and advance their careers within the organization.

Requirements include a high school diploma or equivalent, previous experience in insurance sales or customer service, and strong communication skills. Knowledge of insurance products and a driver's license are also required.

The application deadline is set for November 23, 2026.

Duties

• Assist clients in selecting and purchasing insurance policies that meet their specific 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 the latest trends and developments.
• Achieve sales targets and contribute to the team's overall success.

Requirements

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