INSURANCE Property & Casualty Insurance Agent & or Service Rep.

Insurance Sales Producer – Personal Lines & Commercial Lines Job Type Full-Time | Fast-Paced Sales Environment Location California (Licensed in CA Required) Job Summary Personal Lines Account Manager: Analyzed customer Insurance needs to provide customized insurance solutions to educate clients on insurance policy coverage. Analyzed risk factors to recommend appropriate Insurance coverage. Schedule appointments with clients to assess their insurance needs and make appropriate coverage recommendations. Document all client communications accurately under management system. Maintain strong client relationships through regular follow-up and personalized service. Communicate with underwriters to ensure appropriate policy coverage, provide necessary documentation for policy reinstatements, discuss underwriting needs to find a solution to underwriting memos. Remarket, re-quote non-renewing and/or exiting insurance polices. Personal Lines Producer Assistant: Generated Insurance quotes and proposals for clients to satisfy individual Insurance needs under the guidance of the Personal Lines Producer Analyzed risk factors to recommend appropriate coverage levels and endorsements Finalized sales and collected necessary deposits and documents to bind coverage Proofread and edit documents for accuracy and grammar Used an online rating system for quoting (PL Rater) Remain up to date on carrier binding eligibility and restricitons. Be able to provide excellent service to clients, by performing an outstanding job when assisting our clients with general inquiries such as processing change requests/endorsements, processing policy renewals, prompt follow up with clients, general billing, handling busy multi-line phone system, scheduling appointments in addition to any general customer service Insurance needs. Fluent English/Spanish, Independent multi tasking, adaptable to changes, outgoing, excellent Communication, verbal, writing skills. Self starter, types minimum 40+ wpm, 10 key touch, multi tasking, able to work with high volume of calls, inbound, outbound calls, schedule appointments, admin calendar organizer. We are seeking a highly motivated Insurance Sales Producer to join our fast-paced agency. This role focuses on generating new business in both personal lines (auto, home, umbrella) and commercial lines (general liability, business owners policies, workers compensation, and commercial auto). The ideal candidate is a driven sales professional who thrives in a high-energy environment, excels at relationship building, and consistently meets or exceeds sales goals. Key Responsibilities Generate new business through outbound calls, referrals, networking, and lead follow-up Sell and cross-sell personal and commercial insurance policies Conduct coverage reviews and identify client needs Provide insurance quotes and explain policy options clearly Build and maintain long-term client relationships Meet or exceed monthly sales targets and production goals Maintain accurate client records in the agency CRM system Work closely with account managers and service teams to ensure smooth policy onboarding Stay current with California insurance regulations and carrier guidelines Qualifications Active California Property & Casualty Insurance License (Required) 1–3+ years of insurance sales experience preferred Experience selling both personal lines and commercial lines strongly preferred Proven track record of meeting or exceeding sales goals Strong communication and negotiation skills Ability to work in a fast-paced, high-volume environment Self-motivated with strong time-management skills Familiarity with agency management systems and rating platforms Spanish Speaker is a Plus. Compensation & Benefits Competitive base salary + commission structure Career growth opportunities