Licensed Insurance Producer - In-Office Sales & Training

A-max Insurance Services Inc; San Bernardino (CA); On-site; USD 25,000 - 69,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Long-Term Disability

401(k) Match

Paid Holidays

Paid Sick Time

Job summary

A-MAX Insurance in California is hiring for an in-office Insurance Sales Agent. The role focuses on helping customers with new and edited policies, taking payments, renewing, and reinstating policies while building a client network through local marketing efforts.

The position emphasizes a sales mindset, customer focus, and strong communication skills. Licensing support and ongoing training are provided to grow your career with A-MAX Insurance.

Qualifications

• High School Diploma or GED preferred.
• Customer Service/Insurance Sales Experience preferred but not required.
• Bilingual (Spanish/English) preferred but not required.
• Hold a valid and current Personal Lines or Property & Casualty License in California.
• Must have reliable transportation for daily marketing.
• Basic Computer knowledge and possess strong written, verbal, and people skills.
• Able to work independently with minimal supervision and quickly learn any Company/Proprietary software.
• Complete continuing education courses (Paid for by A-MAX) as required to maintain active license status with CDI.

Responsibilities

• Assist customers with various types of insurance needs such as new policies, editing existing policies, taking payments, renewing and reinstating policies, and answering all questions.
• Inspect vehicles, examining general condition, age, and other characteristics, to decide if it is an acceptable insurance risk.
• Seek out new clients, generate lists of prospective clients, and develop clientele by networking and marketing.
• You and your office manager will develop marketing strategies to attract new customers.
• Perform administrative tasks, as well as handling policy renewals and contacting underwriting to complete policies.
• Assist with daily housekeeping routines.

Skills

Sales mindset

Customer focus

Written & verbal communication

Independent work

Marketing/networking

Education

High School Diploma or GED

Tools

Proprietary software

Job description

A-MAX Insurance in California is hiring for an in-office Insurance Sales Agent. The role focuses on helping customers with new and edited policies, taking payments, renewing, and reinstating policies while building a client network through local marketing efforts.

The position emphasizes a sales mindset, customer focus, and strong communication skills. Licensing support and ongoing training are provided to grow your career with A-MAX Insurance.