Property & Casualty Insurance Sales Executive, San Diego & Insurance Products
Overview
Own and grow a personal lines insurance book with hands on selling and customer service in a local San Diego agency. You will engage with clients to identify coverage needs, quote and close policies, and cross-sell financial and life products within a collaborative team. This role combines direct sales with regulatory compliance and ongoing client support. What sets us apart is a stable, growth oriented environment with hands on training, a clear commission structure, and opportunities for career advancement.
What You'll Do10
- 1Build and close new policies to meet production goals and drive book growth
- 2Identify cross sell and up sell opportunities including financial & life products in every interaction
- 3Ensure compliance with underwriting, rating, and regulatory guidelines
- 4Stay current with new products and services to provide accurate information
- 5Develop quotes, deliver sales presentations, and close sales effectively
- 6Process policy changes promptly and accurately while securing all required trailing documents
- 7Handle incoming claims calls and provide timely follow up
- 8Complete Evidence of Insurance requests as needed and assist with renewals
- 9Proactively ask for referrals and communicate the referral program to customers
- 10Assist with generating quotes and maintaining renewal activity
Requirements10
- 1Licensed Property & Casualty insurance license is required
- 2Minimum 1 year prior sales experience preferred
- 3Proven sales background with strong communication and negotiation skills
- 4Ability to multi task, follow through and follow up
- 5Professional phone etiquette and strong interpersonal skills
- 6Bilingual in English and Spanish is beneficial
- 7Ability to work independently as well as in a team with a positive attitude
- 8Strong problem solving, critical thinking and decision making abilities
- 9Comfort with fast paced environment and changing priorities
- 10Willingness to learn, be coachable, proactive and resourceful
Salary Insight
$30 - $35k per year
Location
Required Skills
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