On-Site Insurance Advisor — Long Beach

Barua Insurance; Long Beach (CA); On-site; USD 50,000 - 75,000; Full time

Job summary

Barua Insurance, a California-based agency, seeks a full‑time Insurance Agent in Long Beach, CA. You will consult with clients to assess coverage needs, present suitable products, and explain policies in detail. Responsibilities include generating leads, quotes, applications, and maintaining records, with ongoing customer service and carrier coordination.

The role emphasizes meeting sales targets, local outreach, and collaboration in a fast-paced office setting.

Qualifications

• Demonstrated skills in Insurance Sales and Insurance Brokerage, with the ability to close deals ethically and consistently.
• Strong knowledge of Insurance products and coverage options, with the capacity to explain policies clearly to clients.
• Foundational understanding of Finance as it relates to premiums, deductibles, and policy comparisons.
• Excellent Customer Service skills, including active listening, empathy, and professional problem-solving.
• Relevant state insurance license (or eligibility to obtain one within a specified timeframe).
• Effective verbal and written communication skills, with strong attention to detail and accuracy.
• Comfort working with office software, CRM or agency management systems, and basic data entry.
• Ability to work on-site full-time in Long Beach, CA, managing multiple client interactions and tasks each day.
• Prior experience in insurance, financial services, or a related client-facing role is preferred but not required.

Responsibilities

• Generate and follow up on leads.
• Prepare quotes for clients.
• Process insurance applications.
• Maintain accurate records in agency systems.
• Provide ongoing client service and respond to inquiries.
• Handle policy changes and assist with billing questions.
• Coordinate with carriers as needed.
• Contribute to meeting sales targets and local outreach.
• Support a collaborative office environment.

Skills

Insurance sales

Policy explanations

Customer service

State license readiness

Communication

Data entry

On-site collaboration

Tools

CRM

Agency management systems

Job description

Barua Insurance, a California-based agency, seeks a full‑time Insurance Agent in Long Beach, CA. You will consult with clients to assess coverage needs, present suitable products, and explain policies in detail. Responsibilities include generating leads, quotes, applications, and maintaining records, with ongoing customer service and carrier coordination.

The role emphasizes meeting sales targets, local outreach, and collaboration in a fast-paced office setting.