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Insurance Sales Agent

Irvine, CA
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

SUMMARY: Sells insurance to new and current clients by directly contributing to and supporting sales goals of the agency or specialist department as communicated from the agent, to meet long-term and short-term goals for agency growth; to include new business, cross-sell opportunities, customer service, retention and profit goals. 


ESSENTIAL DUTIES and RESPONSIBILITIES, include but are not limited to:

  • Holds and maintains a Property and Casualty Insurance and Life /Health Insurance License or able to obtain license for the following states: CA, TX, AZ, NV, OR, WA, NM, ID

  • Consistently solicits and writes new business for his/her specialist department

  • Compiles lists of prospective clients to provide leads for additional business. 

  • Contacts and qualifies prospective clients and explains features and merits of policies offered, recommending amount and type of coverage based on analysis of prospect’s circumstances. 

  • Prepare applications and submissions for quotes for clients.

  • Calls on policyholders to deliver and explain policy, to suggest additions or changes to insurance programs, or to make changes in beneficiaries. 

  • Collects premiums from policyholders and keeps records of payments. 

  • Provides underwriting and rating for new accounts

  • Maintains knowledge of new products and initiatives. 

  • Consistently pursues a program for development of personal and business skills.

  • Actively solicits expiration dates from new clients and prospects.

  • Develops agency relationship with existing clients

  • Meets the production requirements and goals assigned by the sales manager. 

  • Maintains monthly sales record and provides a copy for review to the sales  manager.

  • Demonstrates consistent drive and productivity.

  • Requires limited supervision.

  • Works well with others; establishes and maintains effective work relationships.

  • Performs other duties as assigned


Core competencies

  • Business Results: Ability to meet individual performance, metrics and goals.

  • Drive and Productivity: Able to bring about great results from ordinary circumstances; prepare for problems or opportunities in advance; undertake additional responsibilities and respond to situations as they arise without supervision.

  • Innovation: Accept innovation and improvement recommendations.

  • Communication: Acceptable verbal and written communication skills.

  • Team Work: Accept feedback when offered and work well with others.


Supervisory Responsibilities


This job has no supervisory responsibilities.




To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 


Ideal candidate will have basic PC skills, basic math skills, strong analytical capability, conflict resolution skills, and strong verbal and written communication skills.




  • Insurance license(s) - consistently adheres to industry standards and regulations in all matters. 



- REQUIRED: Bachelor’s degree from a four-year college or university


- HIGHLY PREFERRED: Previous customer service experience




To perform this job successfully, an individual must have knowledge of the following software, platforms and/or programs: 


  • Prospecting Management

  • Contact/Client Management

  • Sales Force

  • Financial Cloud

  • PL Rater

  • QQ Catalyst

  • Database

  • Internet

  • Spreadsheet

  • Word Processing

  • Google Docs and Gmail

  • Outlook




Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations in English Ability to write reports, business correspondence, and procedure manuals. in English Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public in English.




Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry. 




Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form in English. Ability to deal with problems involving several concrete variables in standardized situations.


For serious consideration send your resume, letter of interest, and compensation expectation right away to


Why Work Here?
Be a part of the core team with an opportunity to achieve measurable results, and work/life balance.


Irvine, CA


Finance and Insurance