Licensed Insurance Agent

Yardi Systems, Inc.; Santa Ana (CA); On-site; USD 80,231,000 - 89,147,000; 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

About the Role:

Are you a licensed insurance pro who loves helping people and closing deals? We're looking for a Licensed Insurance Agent to join our team and support residents with everything from policy questions to new purchases. In this role, you'll handle high-volume inbound calls, present coverage options, and guide clients through important decisions with clarity and care. You'll also work closely with property managers, manage billing updates, and ensure every interaction is documented and compliant. If you're detail-oriented, client-focused, and ready to make a difference, we want to hear from you!

What You’ll Do:

• 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.

Who You Are:

• High school diploma or GED
• Property and Casualty Insurance license
• One plus (1+) years or experience in the insurance industry
• Excellent customer service and interpersonal skills
• Excellent oral and written communication skills
• Solid analytical skills and the ability to problem-solve effectively
• Excellent attention to detail and the ability to follow processes
• Presentation and sales skills
• Proficient in Microsoft Office 365 desktop applications

Ideal to Have:

• Bachelor's degree in business or related field
• Bilingual (English/Spanish)

Real Estate runs on Yardi. About Us:

Yardi pioneers the property tech industry by seamlessly blending 40 years of tradition with forward-thinking innovation. We've created a team of over 10,000 employees in over 40 locations around the globe dedicated to making great real estate software products.

Discover the Yardi Difference:

Yardi is more than just a software company – we are dedicated to creating a positive impact in our communities. Annually, Yardi extends philanthropic support to organizations chosen by our employees. Our team has contributed to over 350 nonprofits globally, demonstrating our commitment to various causes and communities.

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

$27.69/hr - $31.15/hr

EOE/Race/Gender/Disability/Vets