Insurance Agent

Jasper Prime Partners; San Francisco (CA); Presencial; USD 60 000 - 80 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health insurance

Retirement plan with employer matching

Professional development opportunities

Resumo da oferta

Jasper Prime Partners in San Francisco, CA, is seeking an Insurance Agent to deliver comprehensive solutions to businesses and individuals. This full-time role focuses on underwriting, rate negotiation, and exceptional client service from our SF office.

You will work with a collaborative team, manage policy applications, renewals, and claims, and leverage CRM software and Microsoft Office to maintain records and drive customer success.

Qualificações

• Bachelor's degree in a relevant field required or preferred in insurance-related discipline.
• 2+ years of experience in insurance sales; 3-5 years ideal.
• Proficiency with CRM software and standard insurance tools.
• Strong communication, client-service orientation, and detail focus.

Responsabilidades

• Submit applications and provide client servicing for insurance needs.
• Underwrite policies, negotiate rates, and handle policy explanations.
• Manage policy renewals, claims, and client inquiries; maintain records.
• Identify client needs, explain options, and process applications.
• Collaborate with SF office team and use CRM/Office tools.

Conhecimentos

CRM software proficiency

Excellent communication

Client relations

Attention to detail

Independent worker

Formação académica

Bachelor's degree in relevant field

Bachelor's degree in insurance or related field (preferred)

Ferramentas

Microsoft Office Suite

Excel

Descrição da oferta de emprego

Jasper Prime Partners, a boutique insurance agency in San Francisco, CA, seeks a dedicated Insurance Agent to provide comprehensive insurance solutions for businesses and individuals. This full-time position offers a dynamic and collaborative environment to contribute to our mission of protecting what matters most.

The Insurance Agent will submit applications and provide exceptional service to clients. Daily tasks include underwriting policies, negotiating rates, and resolving client inquiries. The role requires a proactive approach to client relations and policy management.

The agent will work with a team of experienced professionals in our San Francisco office. The workplace is modern and supportive, fostering a collaborative environment. The city offers a vibrant cultural scene and excellent amenities.

The position offers competitive pay and benefits, including comprehensive health insurance, a retirement plan with employer matching contributions, and opportunities for professional development through workshops, certifications, and training programs. The salary range is $60,000 to $80,000 annually, with performance-based bonuses that can significantly boost earnings. Employees are also provided with a fully equipped workspace, including a high-performance computer, ergonomic chair, and necessary software tools. The role requires a bachelor's degree in a relevant field, typically 3-5 years of experience in the industry, and proficiency in industry-standard tools and technologies. The position is ideal for those seeking a active workplace that values growth and innovation.

Candidates must have a valid insurance license, 2+ years of experience in insurance sales, and strong communication skills. Proficiency in CRM software and a client-centric approach are essential. A bachelor's degree in insurance or a related field is preferred.

The application process involves completing an online form, submitting supporting documents, and attending a virtual interview. Candidates should have a bachelor's degree in a relevant field, such as business, finance, or insurance, and at least three years of experience in the insurance industry. The role requires strong communication skills, attention to detail, and the ability to work independently and as part of a team. The workplace is flexible, allowing employees to work from home or the office, depending on their role and the company's needs. Candidates should be proficient in using Microsoft Office Suite, including Excel for data analysis, and have experience with customer relationship management (CRM) software. The position offers opportunities for professional development and growth within the company. and make a difference in the insurance industry by contributing to our mission of providing exceptional service to our clients.

You will be responsible for identifying insurance needs of clients, explaining policy options, and processing applications. You will also handle client inquiries, policy renewals, and claims management. Additionally, you will maintain accurate records and provide excellent customer service.To excel in this role, you should have a high school diploma or equivalent, along with a minimum of two years of experience in the insurance industry. Proficiency in insurance software and a solid understanding of insurance products are essential. Strong communication and interpersonal skills are also required.