Licensed Insurance Agent

Yardi Systems; Santa Ana (CA); On-site; USD 39,000 - 43,000; Full time

Benefits offered by this job

100% paid employee medical premiums

Profit-sharing plan

Flexible work arrangements

Job summary

Yardi Systems is seeking a Licensed Insurance Agent in Santa Ana, CA to assist residents with policy questions and new purchases. You will handle high-volume inbound calls, present coverage options, and guide clients through decisions with clarity and care.

Requirements include a Property & Casualty license and 1+ year in the insurance industry. The role emphasizes customer service, sales skills, and strong communication, with a focus on compliance and documentation.

Qualifications

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

Responsibilities

• Sell insurance policies to renters and property management clients using Yardi’s ResidentShield platform.
• Answer questions about coverage options, policy changes, and new purchases via phone, email, and chat.
• Provide exceptional customer service to current and prospective policyholders.

Skills

Customer service

Interpersonal skills

Oral & written communication

Sales skills

Microsoft Office 365

Problem solving

Attention to detail

Education

High school diploma or GED

Bachelor’s degree in business or related field

Tools

Microsoft Office 365

Job description

Are you a licensed insurance pro who loves helping peopleand closing deals? We're looking for a Licensed Insurance Agent to join ourteam and support residents with everything from policy questions to newpurchases. In this role, you’ll handle high-volume inbound calls, presentcoverage options, and guide clients through important decisions with clarityand care. You’ll also work closely with property managers, manage billingupdates, and ensure every interaction is documented and compliant. If you'redetail-oriented, client-focused, and ready to make a difference, we want tohear from you!

What You’ll Do:

• Sell insurance policies to renters and property managementclients using Yardi’s ResidentShield platform.
• Answer questions about coverage options, policy changes, andnew purchases via phone, email, and chat.
• Provide exceptional customer service to current andprospective policyholders.

Who You Are:

• High school diploma or GED
• Property and Casualty Insurance license
• One plus (1+) years or experience in the insuranceindustry
• Excellent customer service and interpersonal skills
• Excellent oral and written communication skills
• Solid analytical skills and the ability to problem-solveeffectively
• Excellent attention to detail and the ability to followprocesses
• Presentation and sales skills
• Proficient in Microsoft Office 365 desktopapplications

Ideal to Have:

• Bachelor’s degree in business or related field

Real Estate runs on Yardi. About Us:

Yardi pioneers the property tech industry by seamlesslyblending 40 years of tradition with forward-thinking innovation. We’ve createda team of over 10,000 employees in over 40 locations around the globe dedicatedto making great real estate software products.

Discover the Yardi Difference:

Yardi is more than just a software company – we arededicated to creating a positive impact in our communities. Annually, Yardiextends philanthropic support to organizations chosen by our employees. Ourteam has contributed to over 350 nonprofits globally, demonstrating ourcommitment to various causes and communities.

Our award-winning culture, consistently recognized byGlassdoor's prestigious "Best Place to Work", fosters support,collaboration, and growth. We prioritize your well-being with comprehensivebenefits, including 100% paid employee medical premiums, company profit-sharingplan, and flexible work arrangements.

$27.69/hr - $31.15/hr

All submissions for open positions should be receivedthrough Yardi’s applicant portal, accessed from Yardi’s corporate website.