Personal Lines Insurance Specialist

Inszone Insurance Services; Santa Ana (CA); On-site; USD 52,000 - 78,000; 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 Santa Ana, CA is seeking a Personal Lines Insurance Specialist to quote and sell policies and build lasting client relationships. This is a full-time, in-office role requiring a Property & Casualty license and at least 1 year of personal insurance sales experience, with leads provided.

The team emphasizes professional service and growth opportunities. The role offers a collaborative environment, competitive benefits, and room for career advancement within a rapidly

Qualifications

• Active Property & Casualty license required.
• At least 1 year of personal insurance sales experience.
• Ability to manage multiple tasks in a fast-paced environment.
• Clear written and spoken communication.
• Strong organizational and teamwork skills.

Responsibilities

• Follow up with prospects – WE PROVIDE LEADS!
• Quote and sell policies
• Protect the best interests of clients and partners
• Follow up and see tasks through to completion
• Appropriately document contact opportunities
• Act with a sales and service mindset

Skills

Active P&C license

Insurance experience

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

Wages And 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 address to this office.

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

Application Question(s)

• Have you ever worked for Inszone Insurance, or for any company now part of Inszone?

Experience

Personal Insurance Sales: 1 year (Required)

License/Certification

• Property & Casualty License (Required)