Tech-Savvy Insurance Agent & Client Advocate

Venture North Solutions; San Jose (CA); On-site; USD 70,000 - 96,000; Full time

Benefits offered by this job

Health insurance

401(k) or pension plan

Professional development opportunities

Job summary

Venture North Solutions in San Jose, CA is seeking an Insurance Agent to join a modern, collaborative office environment. The role focuses on assessing client needs, recommending policies, and delivering exceptional service with the latest technology.

Candidates will handle policy administration, customer service, and sales activities, with salary ranging from $70,000 to $95,859. A California license and strong communication skills are essential.

Qualifications

• High school diploma or equivalent required.
• 2–5 years of experience in insurance sales or related field.
• California insurance license required.
• Strong communication and customer-centric approach essential.
• Excellent organizational and time-management skills required.

Responsibilities

• Assess clients' insurance needs and recommend suitable policies.
• Provide exceptional customer service, guiding clients through the insurance landscape.
• Stay up-to-date with industry trends and regulations to offer informed advice.
• Build and maintain strong client relationships tailored to each client's needs.
• Collaborate with underwriting and claims teams to ensure smooth policy processing and claims handling.
• Contribute to agency growth by actively recruiting and retaining clients.

Skills

Communication skills

Customer-centric

Solution oriented mindset

Time management

Organization

Education

High school diploma or equivalent

Job description

Venture North Solutions in San Jose, CA is seeking an Insurance Agent to join a modern, collaborative office environment. The role focuses on assessing client needs, recommending policies, and delivering exceptional service with the latest technology.

Candidates will handle policy administration, customer service, and sales activities, with salary ranging from $70,000 to $95,859. A California license and strong communication skills are essential.