Personal Lines Insurance Advisor

HomeServices of America; San Jose (CA); On-site; USD 33,000 - 40,000; Full time

Benefits offered by this job

Medical insurance

Health Savings Account

Dental

Vision

Life Insurance

Paid Vacation (PTO)

401(k) with employer match

Flexible Spending Account

Employee Assistance Program (EAP)

Job summary

HomeServices of America in San Jose, CA seeks an on-site Insurance Sales Specialist to assess client risk, quote coverage, and place policies for personal lines. The role emphasizes proactive lead contact, referral partnerships with real estate professionals, and timely onboarding of new clients.

Required are an associate degree (or equivalent) with two years of personal lines sales experience and an appropriate state license.

Qualifications

• Education: Associate’s degree or equivalent; bachelor’s degree preferred.
• Experience: Two years’ successful personal lines insurance sales experience.
• License: Appropriate state agent/broker personal lines insurance license.

Responsibilities

• Market and sell personal lines insurance policies; quote and place coverage.
• Foster referral relationships with real estate personnel to maximize sales opportunities.
• Provide work direction to new business specialists for client onboarding.

Skills

Sales and marketing

Risk assessment

Analytical skills

Oral communication

Written communication

Time management

Organizational skills

Knowledge of real estate/mortgage

Education

Associate’s degree or equivalent

Bachelor’s degree preferred

Job description

HomeServices of America in San Jose, CA seeks an on-site Insurance Sales Specialist to assess client risk, quote coverage, and place policies for personal lines. The role emphasizes proactive lead contact, referral partnerships with real estate professionals, and timely onboarding of new clients.

Required are an associate degree (or equivalent) with two years of personal lines sales experience and an appropriate state license.