Personal Lines Insurance Specialist

Inszone Insurance Services; Palm Springs (CA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

401(k) matching

Dental insurance

Health insurance

Paid time off

Vision insurance

Job summary

Inszone Insurance Services in California is seeking a Personal Lines Insurance Specialist to provide quotes, discuss options, and tailor coverage to meet client needs. You will build relationships and drive policy sales with support from our lead-generation system.

This full-time, in-office role requires an active Property & Casualty license and prior insurance experience. You should communicate clearly, stay organized, work well in a team, and multitask effectively in a fast-paced environment.

Qualifications

• Active Property & Casualty license required.
• Insurance experience is required.
• Strong communication and organizational skills.
• Team-oriented with the ability to multitask.
• Able to thrive in a fast-paced environment.

Responsibilities

• Follow up with prospects – WE PROVIDE LEADS!
• Quote and sell policies
• Protect the best interests of clients and partners
• Follow up through to completion
• Document contact opportunities
• Maintain professionalism with a sales-driven mindset

Skills

Insurance experience

Active P&C license

Multitasking

Communication

Organization

Teamwork

Job description

• Group Health, Dental, Vision, and Life Insurance for employee and dependents, with company currently contributing 100% towards base HMO or PPO coverage, with additional options available for expanded coverage and dependent care.
• Health Savings Account, Short-Term and Long-Term disability options
• Paid time off, accrued paid sick days and time off to devote to your favorite charity
• Paid Holidays, including the day after Thanksgiving
• 401K retirement program with company contribution matching
• Access to our Employee Assistance Program
  

• Group Health, Dental, Vision, and Life Insurance for employee and dependents, with company currently contributing 100% towards base HMO or PPO coverage, with additional options available for expanded coverage and dependent care.
• Health Savings Account, Short-Term and Long-Term disability options
• Paid time off, accrued paid sick days and time off to devote to your favorite charity
• Paid Holidays, including the day after Thanksgiving
• 401K retirement program with company contribution matching
• Access to our Employee Assistance Program
  

Benefits:

• Group Health, Dental, Vision, and Life Insurance for employee and dependents, with company currently contributing 100% towards base HMO or PPO coverage, with additional options available for expanded coverage and dependent care.
• Health Savings Account, Short-Term and Long-Term disability options
• Paid time off, accrued paid sick days and time off to devote to your favorite charity
• Paid Holidays, including the day after Thanksgiving
• 401K retirement program with company contribution matching
• Access to our Employee Assistance Program
  

This is a full-time position, in office position.

Licensing and experience are required for this role. Please visit www.inszoneinsurance.com/locations for the location nearest you..

Founded in 2002 in Rancho Cordova, CA, Inszone Insurance Services is a customer-centric, full-service insurance agency established to deliver personalized and comprehensive insurance solutions. Under its current ownership, in 2013 the company embarked on a rigorous expansion strategy. Inszone entered the Nevada market in 2018 and Arizona in 2019. A 2020 partnership with BHMS Investments and a 2023 partnership with Lightyear Capital enabled expansions into additional states, covering nearly half the country by the fall of 2025. Concurrently, Inszone experienced significant internal growth, starting with a team of just 25 employees and now proudly features more than 1,000 team members. This expansion was coupled with the company’s recognition in Insurance Journal’s Top 100 Property/Casualty Agencies list at #29.

We are looking for a Personal Lines Insurance Specialist to join our team.

The Personal Lines Insurance Specialist provides quotes to prospective customers, discusses options, and consults with customers to meet their insurance needs. This role is responsible for building relationship and producing insurance sales.

Why work for Inszone Insurance?

At Inszone, we’re passionate about the insurance industry and strive to create a unique company that we’re proud to be a part of. With over 20 years of experience in the business, we focus on growing organically and through strategic mergers and acquisitions. Every decision we make is guided by our unwavering commitment to our team members, customers, and our carriers—each an integral part of the Inszone process. Our mission is to deliver comprehensive and personalized insurance solutions, and our guiding values emphasize strong relationships with our customers, ensuring their satisfaction above all. Looking ahead, we aim to further solidify our footprint by establishing locations in all 50 states of the USA. Our journey thus far has been one of resilience, differentiation, and innovation. Guided by our values, goals, and our excellent service to our customers, we will continue our growth trajectory and consistently improve our standing in the industry.

Qualifications:

• Insurance Experience– Active Property & Casualty License and Insurance experience is required.
• Multi-tasking - Ability to successfully manage different projects and tasks in a fast-paced environment.
• Communication – The ability to speak and write in a clear and calm manner, ensuring customer satisfaction above all.
• Organization – Ability to plan and operate in a well-organized manner
• Team Oriented – Ability to work as a part of a team, as well as maintain a positive attitude and good energy in the workplace.

Responsibilities:

• Follow up with prospects – WE PROVIDE LEADS!
• Quote and sell policies
• Protect the best interests of both our clients and insurance company partners
• Follow up and see tasks thru to completion
• Appropriately document contact opportunities
• Act with professionalism in all cases, using a sales and service mindset

Profitable. Professional. Honest. Positive. Collaborative. Supportive. Committed. Accountable. These values and more are the hallmarks of Inszone.

Job Type: Full-time

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Experience:

Personal Insurance Sales: 1 year (Required)

License/Certification:

• Property & Casualty License (Required)