Insurance Agent
CalWest Insurance Agency, LLC, San Jose, CA, United States
CalWest Insurance Agency, LLC is an independent insurance agency dedicated to providing personalized solutions for personal, commercial, and life insurance needs. Representing many major insurance carriers, the agency prides itself on empowering clients through education and offering them tailored choices. CalWest is committed to delivering exceptional service and helping clients make informed decisions for their security and peace of mind.
Role Description This is a full-time, on-site role for an Insurance Agent located in San Jose, CA. The Insurance Agent will be responsible for engaging with clients to assess their insurance needs, providing customized insurance solutions, selling and renewing policies, and maintaining strong client relationships. The role includes conducting policy reviews, managing claims, collaborating with underwriters, and ensuring customer satisfaction through excellent service.
Qualifications
Experience in Insurance Sales, Insurance, and Insurance Brokerage
Knowledge of Finance and financial products relevant to insurance services
Strong Customer Service and interpersonal skills
Excellent communication, negotiation, and organizational abilities
Active state insurance license (or willingness to obtain) is preferred
Proficiency in relevant software and tools is a plus
Ability to work collaboratively within a team and independently as needed
Prior experience in the insurance or financial industry is advantageous
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Role Description This is a full-time, on-site role for an Insurance Agent located in San Jose, CA. The Insurance Agent will be responsible for engaging with clients to assess their insurance needs, providing customized insurance solutions, selling and renewing policies, and maintaining strong client relationships. The role includes conducting policy reviews, managing claims, collaborating with underwriters, and ensuring customer satisfaction through excellent service.
Qualifications
Experience in Insurance Sales, Insurance, and Insurance Brokerage
Knowledge of Finance and financial products relevant to insurance services
Strong Customer Service and interpersonal skills
Excellent communication, negotiation, and organizational abilities
Active state insurance license (or willingness to obtain) is preferred
Proficiency in relevant software and tools is a plus
Ability to work collaboratively within a team and independently as needed
Prior experience in the insurance or financial industry is advantageous
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