Insurance Sales Representative

StaffMyAgency; Irvine (CA); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Paid Time Off

Vision Insurance

Life Insurance

Retirement Plan

Job summary

StaffMyAgency in Irvine, CA seeks a Licensed Insurance Sales Representative to join a top-performing team. You will generate new insurance sales, build client relationships, and deliver exceptional service to diverse customers.

The ideal candidate holds a Property & Casualty license, excels in negotiation and communication, and is motivated by commission-based rewards and career growth within a growing agency.

Qualifications

• Outside/insurance sales experience preferred.
• Strong communication and negotiation skills.
• Bilingual English/Spanish preferred but not required.
• Proficiency with CRM tools and sales software.
• Customer service oriented with relationship-building focus.

Responsibilities

• Engage in outside sales activities to identify and develop new client relationships within the community.
• Conduct insurance consultations to assess client needs and recommend appropriate coverage options.
• Negotiate policy terms and premiums with clients to secure mutually beneficial agreements.
• Manage sales administration tasks, including documentation, policy processing, and follow-up communications.
• Utilize marketing strategies to attract potential clients through telemarketing, social media, and community outreach.
• Provide ongoing customer service support, addressing inquiries, policy changes, and claims assistance.
• Ensure compliance with industry regulations and maintain confidentiality of sensitive information.
• Collaborate with team members to develop marketing campaigns and improve sales processes.

Skills

Outside sales

Negotiation

Communication

Bilingual English/Spanish

CRM tools

Marketing strategies

Customer service

Initiative

Tools

CRM software

Job description

We are seeking a dynamic, motivated, and results-driven Licensed Insurance Sales Representative to join our growing team. We are proud to be the #1 Farmers Insurance agency in the country and have been named Agency of the Year for the past three consecutive years. We are looking for someone who wants to be part of a high-performing team and grow alongside an agency that is committed to excellence.

The ideal candidate will be responsible for generating new insurance sales, building and maintaining strong client relationships, and providing exceptional customer service.

This role offers opportunities for professional growth in a fast-paced environment, utilizing a variety of sales and communication skills to meet client needs and expand our market presence. If you are motivated to succeed, enjoy building relationships, and can see yourself being part of a winning team, we’d love to hear from you!

Responsibilities:

• Engage in outside sales activities to identify and develop new client relationships within the community.
• Conduct insurance consultations to assess client needs and recommend appropriate coverage options.
• Negotiate policy terms and premiums with clients to secure mutually beneficial agreements.
• Manage sales administration tasks, including documentation, policy processing, and follow-up communications.
• Utilize marketing strategies to attract potential clients through telemarketing, social media, and community outreach.
• Provide ongoing customer service support, addressing inquiries, policy changes, and claims assistance.
• Ensure compliance with industry regulations such as HIPAA and maintain confidentiality of sensitive information.
• Collaborate with team members to develop marketing campaigns and improve sales processes.

Ideal Skills:

• Proven experience in outside sales, retail sales, or insurance sales with strong negotiation skills.
• Excellent communication skills, both verbal and written, with the ability to explain complex information clearly.
• Multilingual or bilingual abilities are highly desirable to serve diverse client populations effectively.
• Strong analysis skills for assessing client needs and tailoring insurance solutions accordingly.
• Proficiency in sales administration tools and customer relationship management (CRM) software.
• Knowledge of marketing techniques, including telemarketing and digital outreach strategies.
• Customer service orientation with the ability to build lasting client relationships.
• Self-motivated, goal-oriented, and comfortable taking initiative.

Requirements:

• Property & Casualty license (required)
• Bilingual English/Spanish preferred but not required
• Must pass credit and background check
• Cannot have conflicting outside appointments

Job Type: Full-time

• Paid Time Off
• Vision Insurance
• Life Insurance
• Retirement Plan