Personal Lines Insurance Specialist
Founded in 2002 in Rancho Cordova, CA, Inszone Insurance Services is a customer-centric, full-service insurance agency delivering personalized and comprehensive insurance solutions. The company expanded into Nevada in 2018, Arizona in 2019, and through partnerships with BHMS Investments (2020) and Lightyear Capital (2023), now covers nearly half the country. Inszone has grown from 25 employees to over 1,000 team members and was ranked #29 on Insurance Journal’s Top 100 Property/Casualty Agencies list.
About the role
The Personal Lines Insurance Specialist provides quotes to prospective customers, discusses options, and consults with customers to meet their insurance needs. This role focuses on building relationships and producing insurance sales. Leads are provided.
Responsibilities
- Follow up with prospects
- Quote and sell policies
- Protect the best interests of both clients and insurance company partners
- Follow up and see tasks through to completion
- Appropriately document contact opportunities
- Act with professionalism in all cases, using a sales and service mindset
Requirements
- Active Property & Casualty License and insurance experience
- Ability to multi-task and manage different projects in a fast-paced environment
- Strong communication skills, both written and verbal
- Organized and detail-oriented
- Team-oriented with a positive attitude
- 1 year of personal insurance sales experience
Benefits
- Group health, dental, vision, and life insurance for employee and dependents (company contributes 100% towards base HMO or PPO coverage; additional options available for expanded coverage and dependent care)
- Health Savings Account (HSA)
- Short-term and long-term disability options
- Paid time off, accrued paid sick days, and time off for charitable activities
- Paid holidays, including the day after Thanksgiving
- 401K retirement program with company contribution matching
- Employee Assistance Program
Schedule
Full-time, in-office position.