Insurance Agent

Venture North Solutions; San Jose (CA); On-site; USD 70,000 - 96,000; Full time

Benefits offered by this job

Health insurance

401(k) or pension plan

Professional development opportunities

Job summary

Venture North Solutions in San Jose, CA is seeking an Insurance Agent to join a modern, collaborative office environment. The role focuses on assessing client needs, recommending policies, and delivering exceptional service with the latest technology.

Candidates will handle policy administration, customer service, and sales activities, with salary ranging from $70,000 to $95,859. A California license and strong communication skills are essential.

Qualifications

• High school diploma or equivalent required.
• 2–5 years of experience in insurance sales or related field.
• California insurance license required.
• Strong communication and customer-centric approach essential.
• Excellent organizational and time-management skills required.

Responsibilities

• Assess clients' insurance needs and recommend suitable policies.
• Provide exceptional customer service, guiding clients through the insurance landscape.
• Stay up-to-date with industry trends and regulations to offer informed advice.
• Build and maintain strong client relationships tailored to each client's needs.
• Collaborate with underwriting and claims teams to ensure smooth policy processing and claims handling.
• Contribute to agency growth by actively recruiting and retaining clients.

Skills

Communication skills

Customer-centric

Solution oriented mindset

Time management

Organization

Education

High school diploma or equivalent

Job description

Venture North Solutions, a tech-driven insurance firm, seeks an Insurance Agent in San Jose, CA. This is a full-time position with a salary range of $70,000 to $95,859.

In this role, you'll assist clients with insurance needs, provide personalized service, and use cutting-edge technology to streamline processes. You'll also handle policy administration, customer service, and sales activities.

You'll work in a modern office environment with a collaborative team in San Jose, CA, where the workplace is designed to foster innovation and client-focused service. The office features open spaces with comfortable seating and natural light, creating an inviting atmosphere that encourages teamwork and creativity. The collaborative team consists of professionals from various disciplines, including software developers, designers, and project managers, who work together to deliver high-quality solutions to clients. The office is equipped with state-of-the-art technology and tools to support the team's work, and regular team meetings and brainstorming sessions are held to ensure everyone is aligned and working towards common goals. The workplace's design and culture emphasize the importance of client satisfaction, with a focus on understanding and meeting the unique needs of each client. The team takes pride in providing exceptional service and support to their clients, and the office environment is designed to facilitate open communication and collaboration, both within the team and with clients.

The salary range for this position starts at $70,000 for entry-level candidates and reaches up to $95,859 for those with extensive experience. This compensation reflects the candidate's qualifications and the responsibilities they will undertake. In addition to the base salary, employees are offered a comprehensive benefits package that includes health insurance, which covers medical, dental, and vision care. The company also provides retirement plans, such as a 401(k) or pension scheme, to help employees save for their future. Furthermore, professional development opportunities are available, allowing employees to enhance their skills and advance their careers within the organization. These benefits aim to support employees' overall well-being and financial security.

You must have a high school diploma or equivalent, and 2-5 years of experience in insurance sales or a related field. Strong communication skills and a customer-centric approach are essential.

What You Will Do:

• Assess clients' insurance needs and recommend suitable policies.
• Provide exceptional customer service, guiding clients through the often complex world of insurance.
• Stay up-to-date with industry trends and regulations to offer informed advice.
• Build and maintain strong client relationships, ensuring their policies are tailored to their unique needs.
• Collaborate with underwriting and claims teams to ensure smooth policy processing and claims handling.
• Contribute to the growth of our agency by actively recruiting and retaining clients.

What You Bring:

• A high school diploma or equivalent is required.
• Previous experience in the insurance industry is a plus.
• A valid California insurance license is a must.
• Strong communication and interpersonal skills to build and maintain client relationships.
• A proactive, solution-oriented mindset with a passion for helping others.
• Excellent organizational and time-management skills to handle multiple client interactions efficiently.