Insurance Sales Representative - Remote

California Casualty; Phoenix (AZ); On-site; USD 33,062 - 42,705; Full time

Benefits offered by this job

Medical benefits

Performance bonus plan

Paid time off

Job summary

California Casualty seeks a Licensed Solutions Advisor to drive new business by engaging prospective customers, identifying insurance needs and recommending tailored coverage solutions. The role conducts policy reviews to identify cross-sell opportunities while servicing existing accounts and delivering exceptional customer experiences to support retention and growth.

The position involves quotes, underwriting coordination, customer service, and mentoring team members, with a focus on risk

Qualifications

• High School Diploma or Equivalent.
• At least 1 year of experience in a business-related field.
• Excellent verbal communication skills to build relationships with customers and teams.
• Must obtain and maintain insurance sales licenses (resident in home state and non-resident licenses in Arizona, California, Colorado, Idaho, Kansas, Oregon, and Wyoming).

Responsibilities

• Sales: quotes and issues auto/homeowner policies; counsels prospective customers and performs needs analyses to recommend coverages. Responds to underwriting requests to complete sales applications in a timely manner.
• Customer Service: services existing customers for maintenance of policies including risk assessment, loss analysis, coverage review, and endorsement analysis; resolves billing issues.
• Database Administration: enters transactions and documents activity across multiple systems.
• Troubleshooting: clarifies complaints; determines cause; explains best solution; follows up to ensure resolution.
• Mentor/Coach: assists development of others and training.
• Other duties as required: performs incidental duties and assists training as needed.

Job description

California Casualty has protected the people who serve our communities for more than 100 years.

As a family-owned property and casualty insurer, we are committed to doing the right thing for our policyholders—and to building a supportive, people-first workplace where you can grow your career and make an impact.

Founded in 1914 and owned by the Brown family, California Casualty provides personal lines home and auto insurance to affinity groups including firefighters, educators, law enforcement, and nurses.

The role of a Licensed Solutions Advisor drives new business growth by engaging prospective customers, identifying insurance needs, and recommending tailored coverage solutions. Acts as a trusted advisor, conducting consultative sales conversations, converting opportunities into policy sales, and expanding customer relationships through strategic coverage recommendations. Performs policy reviews to identify cross-sell and additional coverage opportunities while servicing existing accounts, resolving customer concerns, and delivering an exceptional experience that supports customer retention and long-term growth.

Responsibilities

• Sales: Takes calls from prospective customers; quotes and issues new auto and homeowner insurance policies. Counsels prospective customers and performs needs analyses to recommend the appropriate coverages. Responds to and follows up with underwriting requests to complete sales applications in a timely manner.
• Customer Service: Services existing customers for general maintenance of all insurance policies including but not limited to: risk assessment, loss analysis, coverage review, and endorsement analysis. Answers product and service questions; suggests features and benefits about other products and services. Resolves complex billing situations.
• Database Administration: Enters transactions, data or other information utilizing multiple computer systems. Completes all necessary paperwork and documentation (i.e. customer comments, and follow-up action required) in order to ensure customer accounts correctly reflect the activity that was performed.
• Troubleshooting: Clarifies customer complaints; determines the cause of the problem; selects and explains the best solution to solve the problem and expedites corrections or adjustments; follows-up to ensure resolution.
• Mentor/Coach: Assists in the development of others; assists management with training; acts as a resource on subject matter, training and mentoring other team members.
• Other duties as required: Job may require fulfilling other incidental or related duties as assigned, assisting and training others, and performing duties of higher rated positions from time to time for developmental purposes.

General Requirements

• High School Diploma or Equivalent
• Must have at least one year’s experience in business related field. Previous sales experience preferred but not required.
• Must have excellent verbal communication skills to develop and maintain collaborative relationships with work groups and potential customers.
• Must be able to obtain and maintain all required insurance sales licenses, including a resident license in their home state and non-resident licenses in Arizona, California, Colorado, Idaho, Kansas, Oregon, and Wyoming.

Work Availability Requirements

Hours scheduled will fall within this department’s operational hours 8:00 – 8:00pm MT Monday thru Friday, with rotating Saturday shifts 10:00 – 2:30 MT.

A shift differential is offered for shifts worked after 5:00 PM

Preferred hiring/work states include Arizona, Colorado, Florida, Idaho, Kansas, Missouri, and Texas.

The pay range for this position is $23.89 - $31.06 per hour; however, base pay offered may vary depending on job-related knowledge, skills, and experience. Additional performance-based incentives may apply above and beyond base compensation including eligibility in a monthly bonus plan. The company also offers a full range of medical, financial, and other benefits, including eligibility for the company’s performance sharing plan and paid time off such as holidays, vacation, sick, and personal holidays.

California Casualty is an Equal Opportunity Employer