Remote Licensed Insurance Specialist – Personal Lines Pro

Novato Insurance Agency; Novato (CA); On-site; USD 60,000 - 95,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Work from Home

Health Insurance

Dental Insurance

Vision Insurance

Mon-Fri Schedule

Hands on Training

Life Insurance

Disability Insurance

Career Growth Opportunities

Retirement Plan

Job summary

Novato Insurance Agency in Novato, CA is seeking an experienced insurance professional who cares about people as much as policies. You will advise clients, present tailored coverage options, and help them secure their financial future while building long-term relationships.

The role emphasizes clear, everyday language to explain complex coverages, active prospecting for new business, and collaboration with a service team to maintain client satisfaction. A California P&C license is required.

Qualifications

• Ability to communicate complex coverage concepts in clear, everyday language.
• Develop and maintain a pipeline of new business through active outreach and professional referrals.
• Three or more years of experience in personal lines insurance sales.
• Active California Property & Casualty Insurance License.

Responsibilities

• Conduct thorough consultations to identify gaps in coverage and provide tailored protection solutions.
• Develop and maintain a pipeline of new business through active outreach and professional referrals.
• Prepare and present detailed insurance proposals to prospective clients with transparency and care.
• Collaborate with our service team to maintain high levels of client retention and satisfaction.
• Keep abreast of carrier underwriting guidelines and market changes to offer the most accurate advice.

Skills

Communication

Sales

Education

High school diploma or equivalent

Job description

Novato Insurance Agency in Novato, CA is seeking an experienced insurance professional who cares about people as much as policies. You will advise clients, present tailored coverage options, and help them secure their financial future while building long-term relationships.

The role emphasizes clear, everyday language to explain complex coverages, active prospecting for new business, and collaboration with a service team to maintain client satisfaction. A California P&C license is required.