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Manager Insurance Agency Bookkeeper Jobs in California

Farmers Insurance

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Insurance Agency Owner

Temecula, CA · On-site

$58K - $59K/yr

Build, manage, and grow your own Farmers Insurance agency * Provide insurance solutions to clients including auto, home, life, and commercial policies * Develop marketing strategies to attract and ...

Capstone Search Group

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Insurance Agency President (10281)

Los Angeles, CA · On-site

$250K - $275K/yr

Manage vendor relationships Skills & Experience * Senior insurance leadership experience overseeing operational performance and managing teams/personnel * Strong property and casualty insurance ...

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Manager Insurance Agency Bookkeeper information

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Insurance Agency Manager

PRONTO GENERAL AGENCY, INC.

Bakersfield, CA • On-site

$17.50/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 2 days ago

Job description

Company Overview

Founded in 1997 in Harlingen, Texas, Pronto Insurance is a leading property and casualty

(P&C) insurance agency with a growing network of more than 200 locations across California

and Texas. We are a trusted provider of affordable, accessible, and customized insurance

solutions for individuals and families. Driven by a strong commitment to customer service, we

offer a wide range of products, including auto, home, renters, and commercial insurance,

ensuring our customers receive reliable protection at competitive rates. We are seeking motivated

individuals to join our Leadership team.

Insurance Agency Manager:

Job Details

 Compensation: Hourly Base Pay + Uncapped Commissions & Sales Incentives

 Schedule: Full time availability required (shifts may include weekends and holidays

based on agency hours of operation).

 Training: Fully paid comprehensive training.

 Licensing: Must have a valid Limited Lines P&C License (or General Lines P&C

License).

Job Duties & Responsibilities

 Sell company products and services through established channels within your assigned

territory.

 Review daily engagement metrics—including call volume, quote production, closing

ratios, and fee averages—to hit performance targets.

 Execute daily grassroots marketing initiatives to build brand awareness and generate

sales leads.

 Conduct daily follow-up calls utilizing leads generated from marketing events.

 Establish, monitor, and maintain strong business relationships to drive local marketing

activities.

 Create and coordinate localized agency campaigns to drive revenue and foster customer

appreciation.

 Maintain healthy client relationships, follow up on all active quotes, and process renewal

quotes efficiently.

 Ensure all carrier underwriting (UW) guidelines are strictly followed when binding

business.

 Manage end-of-shift financial administrative tasks, including counting money, balancing

the Daily Deposit Report, and preparing daily or nightly bank deposits.

 Maintain a clean, professional agency environment stocked with marketing materials and

office supplies.

 Travel to various store locations as operationally needed.

 Recruit, train, coach, and develop sales agents to achieve performance goals.

 Foster a high-performing, customer-focused culture aligned with the Pronto service

model.


 Ensure agency locations operate efficiently during all scheduled business hours.

 Coordinate agent and broker activities, including meetings, training sessions, and

marketing initiatives.

 Establish monthly and quarterly sales goals in collaboration with the District Manager or

supervisor.

 Monitor and ensure proper handling of payments, renewal calls, and lead follow-up

activities in accordance with company standards.

 Prepare and maintain sales reports and operational updates as required.

 Ensure managers and agents complete daily or nightly deposits accurately and on time.

Education & Experience Required

 High School diploma or equivalent preferred.

 Customer service and Sales experience is highly preferred.

 Strong team-building and motivational skills; ability to comfortably present information

to teams, clients, and public groups.

 Bilingual skills (English/Spanish) are required for certain locations.

 Excellent written and verbal communication skills.

 Proficiency with computers and data entry is necessary to capture accurate client

information quickly.

Benefits & Perks

 Paid Licensing: We cover the cost of your ongoing license renewals.

 Paid Training: Comprehensive paid onboarding and training

 Competitive Medical, Dental, and Vision plans.

 401(k) Retirement Plan, plus Short-Term Disability and Life Insurance coverage.

 Paid Time Off: Earned paid vacations and paid company holidays.


Monday-Friday 9:00am-7:00pm Saturday 10:00am-3:00pm Sunday Off
40 hrs

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