Licensed Insurance Advisor for Renters & Property Managers

Yardi Systems, Inc.; Santa Ana (CA); On-site; USD 58,000 - 65,000; Full time

Benefits offered by this job

100% paid employee medical premiums

Profit-sharing plan

Flexible work arrangements

Philanthropy support

Job summary

Yardi, a leader in property tech, seeks a Licensed Insurance Agent in Santa Ana, CA to handle high-volume inbound calls, present coverage options, and guide clients through decisions. You will work with property managers and manage billing updates while ensuring compliant, well-documented interactions.

Requirements include a Property & Casualty license, 1+ year in insurance, and strong communication skills. Bachelor's degree and bilingual English/Spanish are a plus.

Qualifications

• High school diploma or GED required.
• Property and Casualty Insurance license required.
• 1+ years of insurance industry experience.
• Excellent customer service and interpersonal skills.
• Excellent oral and written communication skills.
• Strong analytical and problem-solving abilities.
• Attention to detail and process discipline.
• Presentation and sales skills.
• Proficient in Microsoft Office 365.

Responsibilities

• Sell policies to renters and property managers using Yardi's ResidentShield platform.
• Answer questions about coverage, changes, and purchases via phone, email, and chat.
• Provide exceptional customer service to current and prospective policyholders.

Skills

Customer service

Communication

Analytical skills

Detail oriented

Sales

Presentation

MS Office 365

Problem solving

Education

High school diploma or GED

Bachelor's degree in business or related field

Tools

Yardi ResidentShield

Job description

Yardi, a leader in property tech, seeks a Licensed Insurance Agent in Santa Ana, CA to handle high-volume inbound calls, present coverage options, and guide clients through decisions. You will work with property managers and manage billing updates while ensuring compliant, well-documented interactions.

Requirements include a Property & Casualty license, 1+ year in insurance, and strong communication skills. Bachelor's degree and bilingual English/Spanish are a plus.