Personal Lines Insurance Specialist

Inszone Insurance Services; Temecula (CA); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Health Insurance

HSA

Paid Time Off

401(k) Matching

Paid Holidays

Employee Assistance Program

Job summary

Inszone Insurance Services, an established insurance agency, is seeking a full-time in-office Personal Insurance Sales professional in California. Licensing and experience in Property & Casualty are required, with bilingual Spanish applicants encouraged.

The role focuses on following up with leads, quoting and selling policies, and ensuring client satisfaction while protecting the interests of clients and carrier partners.

Qualifications

• Active Property & Casualty License is required.
• Insurance industry experience is required.
• Ability to multitask in a fast-paced environment.
• Clear and effective communication is essential.
• Strong organizational skills to manage multiple tasks.

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.
• Document contact opportunities.
• Maintain a professional sales and service mindset.

Skills

Active Property & Casualty License

Insurance experience

Multitasking

Communication

Organization

Team orientation

Job description

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. Spanish bilingual professionals are encouraged to apply.

Company Overview

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. In 2013 the company embarked on a rigorous expansion strategy, entering 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. The company began with 25 employees and now boasts more than 1,000 team members, earning a spot on Insurance Journal’s Top 100 Property/Casualty Agencies list at #29.

Benefits

• Group Health, Dental, Vision, and Life Insurance for employees and dependents, with the company contributing 100% toward base HMO or PPO coverage and additional options 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 charity
• Paid holidays, including the day after Thanksgiving
• 401(k) retirement program with company contribution matching
• Access to our Employee Assistance Program
• Dental, Vision, and Health insurance (listed individually for clarity)

Qualifications

• Insurance experience – Active Property & Casualty License and insurance experience is required
• Multi‑tasking – Ability to manage different projects and tasks in a fast‑paced environment
• Communication – Clear and calm speaking and writing skills to ensure customer satisfaction
• Organization – Ability to plan and operate in a well‑organized manner
• Team orientation – Ability to work as part of a team, maintain a positive attitude, and bring good energy into the workplace

Responsibilities

• Follow up with prospects – We provide leads
• Quote and sell policies
• Protect the best interests of both clients and insurance company partners
• Follow up and see tasks through to completion
• Appropriately document contact opportunities
• Act with professionalism in all cases, using a sales and service mindset

Additional Information

• Job Type: Full‑time
• Experience: Personal Insurance Sales – 1 year (Required)
• License/Certification: Property & Casualty License (Required)