Licensed Personal Lines Insurance Agent & Client Advocate

Winchester Insurance Services Inc; Murrieta (CA); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Competitive Pay with commission available

Professional Development

Medical, Dental, Vision, 401k

Job summary

A professional insurance agency in California is seeking a Customer Service/Licensed personal lines insurance agent to manage client relationships and service inquiries. Candidates must have an active CA property casualty insurance license and at least 3 years of experience in personal lines insurance. Key responsibilities include assisting clients with their policies, answering inquiries, and collaborating with team members. Competitive pay, professional development, and benefits provided.

Qualifications

• Active CA property casualty insurance license is required.
• Minimum of 3 years experience in the insurance industry working with personal line customers.
• Knowledge of underwriting procedures and insurance products is necessary.

Responsibilities

• Provide service to existing clients and handle inquiries.
• Work with new clients to gather data and finalize coverage.
• Confer with customers regarding products and services.
• Maintain records of customer interactions.

Skills

Customer focus

Strong communication skills

Attention to detail

Organization

Technology proficiency

Education

CA property casualty insurance license

Tools

Agency management systems

Rating tools

Job description

A professional insurance agency in California is seeking a Customer Service/Licensed personal lines insurance agent to manage client relationships and service inquiries. Candidates must have an active CA property casualty insurance license and at least 3 years of experience in personal lines insurance. Key responsibilities include assisting clients with their policies, answering inquiries, and collaborating with team members. Competitive pay, professional development, and benefits provided.