Senior Commercial Lines Insurance Specialist

Inszone Insurance Services; Pleasanton (CA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Group Health, Dental, Vision, and Life Insurance

401K retirement program with company matching

Paid Holidays

Paid time off and sick leave

Access to an Employee Assistance Program

Job summary

Inszone Insurance Services, located in Pleasanton, California, is seeking a Senior Commercial Insurance Specialist. This role involves quoting prospective customers, consulting to meet insurance needs, and building strong relationships to drive insurance sales.

Candidates must hold a valid Property & Casualty License and have prior experience in commercial insurance. The position is full-time and requires the ability to multitask and work well as part of a team.

Qualifications

• Active Property & Casualty License is required.
• Prior experience in commercial insurance is necessary.
• Strong communication skills, both verbal and written.
• Ability to manage multiple tasks effectively in a fast-paced environment.

Responsibilities

• Follow up with prospects to provide leads.
• Quote and sell insurance policies.
• Document all contact opportunities appropriately.
• Maintain professionalism in customer interactions.

Skills

Communication

Multi-tasking

Organization

Team Oriented

Education

Active Property & Casualty License

Prior commercial insurance experience

Job description

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 favourite charity
• Paid Holidays, including the day after Thanksgiving
• 401K retirement program with company contribution matching
• Access to our Employee Assistance Program

Senior Commercial Insurance Specialist

Senior Commercial Lines 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.

Qualifications

• Licensed – Active Property & Casualty License required. Insurance experience necessary.
• Insurance Experience – Prior commercial insurance experience 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, understanding the importance of both a sales and a services mindset

This is a full‑time, onsite role. Experience and proper licensing are required.

You may find the location of your nearest Inszone office at: www.inszoneinsurance.com/locations.

Salary will be commensurate with experience. Well-qualified candidates will be eligible for additional compensation.