Personal Lines Insurance Account Executive

Farmers Insurance - Jasmine Corona; San Diego (CA); On-site; USD 40,000 - 90,000; Full time

Benefits offered by this job

Mon-Fri Schedule

Weekly Team Meetings

Paid Time Off (PTO)

Hands on Training

Evenings Off

Flexible Schedule

Career Growth Opportunities

Job summary

Jasmine Corona Insurance Agency, Inc. in San Diego, California, is seeking a confident sales professional to join our growing team and promote our insurance products to meet customers' needs.

In this part- or full-time role, you will build relationships, deliver outstanding service, and drive production through policy sales, cross-sell opportunities, and client renewals, with competitive, production-based compensation and strong growth opportunities.

Qualifications

• Minimum 1 year sales experience preferred.
• Property & Casualty license required.
• Bilingual English/Spanish beneficial.
• Strong communication and negotiation skills.
• Proactive, coachable and team-oriented.

Responsibilities

• Meet production goals by writing new policies and marketing to our current book of business.
• Identify cross-sell and up-sell opportunities in every customer interaction.
• Ensure compliance with underwriting, rating, and regulatory guidelines.
• Stay up to date with new products to provide accurate information.
• Develop insurance quotes, conduct sales presentations, and close sales effectively.
• Manage customer policy change requests promptly and accurately.
• Handle incoming claims calls and provide timely follow-up.
• Proactively ask for referrals and explain the referral program.

Skills

Sales experience

Communication skills

Customer service

Bilingual English/Spanish

Education

Property & Casualty license

Job description

Job Description

Join Our Team and Elevate Your Career!

Jasmine Corona Insurance Agency, Inc., located in San Diego, California, is looking for a confident and experienced sales professional to join our growing team!

In this part or full-time role, you will be responsible for selling and promoting our insurance products & helping customers find the right coverage to meet their needs. We are a dedicated and driven team that prioritizes exceptional customer service, and we are looking for a motivated individual who shares our passion.

What We Offer:

A dynamic and supportive team environment

Opportunities for career growth and development

Competitive production-based compensation and benefits

No max to earnings & no territory limitations

What We're Looking For:

Sales experience

A positive attitude and strong communication skills

Ability to build relationships and provide outstanding customer service

Benefits

• Mon-Fri Schedule
• Weekly Team Meetings
• Paid Time Off (PTO)
• Hands on Training
• Evenings Off
• Flexible Schedule
• Career Growth Opportunities

Responsibilities

• Meet production goals by writing new policies & marketing to our current book of business.
• Identify cross-sell and up-sell opportunities, including financial & life products, in every customer interaction.
• Ensure compliance by following all underwriting, rating, and regulatory guidelines.
• Stay up to date with new products and services to provide accurate information.
• Develop insurance quotes, conduct sales presentations, and close sales effectively.
• Manage customer policy change requests promptly and accurately.
• Secure all required trailing documents from customers.
• Handle incoming claims calls and provide timely follow-up.
• Complete Evidence of Insurance requests as needed.
• Proactively ask for referrals and explain the referral program to customers.
• Assist with generating insurance quotes and processing customer renewals.

Requirements

• Serve first mentality
• Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
• Be a confident self-starter with a sense of urgency.
• Proficiency to multi-task, follow-thru and follow-up.
• Excellent Communication/interpersonal skills.
• Works well independently.
• Prior Sales Experience.
• Professional phone etiquette.
• Follow through and exceed current and prospective client expectations.
• Problem-Solving Capabilities.
• Works well with other employees and is a team player with a positive attitude.
• A Property & Casualty insurance license is required.
• Successful sales background.
• Ability to tactfully handle stressful and difficult situations.
• Strong communication and negotiation skills.
• Minimum 1 year prior sales experience preferred.
• Previous work experience in sales, marketing, promotions or telemarketing.
• Knowledge of sales and marketing principles and strategies.
• Bilingual, fluent in both English and Spanish is beneficial.
• Ability to take initiative, be proactive, and think outside the box.
• Ability to adapt to change, learn new things quickly, and work in a fast-paced environment.
• Ability to lead and motivate others, set a good example, and inspire others.
• Ability to identify and solve problems, think critically, and make decisions quickly.