Responsible for all aspects of selling Personal Lines accounts in conjunction with individual and departmental sales goals, and maintaining a high level of client service and satisfaction.

Requirements:

• California State Agent's License.

Preferred Qualifications:

• Spanish speaker a plus.
• 3 to 5 years insurance brokerage or equivalent experience.
• Command of all lines of personal insurance including sophisticated and less complicated coverages.
• Complete knowledge of brokerage operations, including claims handling, procedures, underwriting guidelines, automation systems, and applicable insurance laws/codes.
• Ability to work independently and establish priorities.
• Excellent sales, organizational, automation, and verbal & written communication skills.

Coordinating day-to-day maintenance and servicing of agency accounts, and maintaining a high level of client service and satisfaction. Responsible for servicing Personal Lines accounts, including but not limited to: renewal handling, endorsements, claims, day-to-day client service, and annual Risk Management review of accounts.

Requirements:

• California Agent's License.

Preferred Qualifications:

• Spanish speaker a plus.
• 3 to 5 years insurance brokerage or equivalent experience.
• Command of all lines of personal insurance including sophisticated and less complicated coverages.
• Complete knowledge of brokerage operations, including claims handling, procedures, underwriting guidelines, automation systems, and applicable insurance laws/codes.
• Ability to work independently and establish priorities.
• Excellent sales, organizational, automation, and verbal & written communication skills.

Commercial Lines new business account sales and account rounding. Responsible for all aspects of selling Commercial Lines accounts in conjunction with individual and departmental sales goals, and maintaining a high level of client service and satisfaction.

Requirements:

• California State Agent's License.

Preferred Qualifications:

• 3 to 5 years insurance brokerage or equivalent experience.
• Command of all lines of commercial insurance.
• Complete knowledge of brokerage operations, including claims handling, procedures, underwriting guidelines, automation systems, and applicable insurance laws/codes.
• Ability to work independently and establish priorities.
• Excellent sales, organizational, automation, and verbal & written communication skills.

Coordinating day-to-day maintenance and servicing of assigned agency accounts, and maintaining a high level of client service and satisfaction. Servicing of Commercial Lines accounts, including but not limited to: renewal handling, endorsements, claims, day-to-day client service, and annual Risk Management review of accounts.

Requirements:

• California State Agent's License.

Preferred Qualifications:

• 3 years insurance brokerage or equivalent experience.
• Knowledge of all lines of Commercial insurance.
• Knowledge of brokerage operations, procedures, claims, automation systems, and applicable insurance laws/codes.
• Thorough knowledge of applicable insurance forms, underwriting guidelines, claims, and rating procedures.
• Excellent organizational, automation, and verbal & written communication skills.
• Ability to take direction, work independently, and establish priorities.

Assisting Commercial Lines Servicing Agent in day-to-day maintenance and servicing of assigned agency accounts, and in maintaining a high level of client service and satisfaction.

Requirements:

• California State Agent's License.

Preferred Qualifications:

• 1 year insurance brokerage or equivalent experience.
• Knowledge of applicable insurance forms, underwriting guidelines, claims, and rating procedures.
• Excellent organizational, automation, and verbal & written communication skills.
• Ability to take direction, work independently, and establish priorities.