California Licensed Insurance Agent

Job Summary

Guiding clients through the insurance process, the full-time California Licensed Insurance Agent will remotely assist customers with quoting, comparing, and binding Home, Auto, Umbrella, and Flood insurance, leveraging a steady flow of high-intent inbound leads.

Key responsibilities

• Conduct client assessments to evaluate insurance needs and recommend appropriate products
• Meet and exceed sales goals by managing policy renewals and supporting clients through the claims process
• Prepare and submit insurance applications while ensuring compliance with licensing and industry standards

Required qualifications

• Active Property and Casualty Insurance License
• Minimum of 1 year of experience as a P&C insurance agent; 3-5+ years for Level II agent
• High school diploma or equivalent
• Familiarity with personal lines insurance carriers and their underwriting processes
• Proficiency in CRM tools, email platforms, and quoting software