Key Duties: Support sales team, take inbound sales calls, assist clients through the sales process and coverage reviews and product recommendations, perform quoting activities, help close deals, track and process related documents. Maintain current industry and product knowledge.
Qualifications: Active California P&C License in good standing. Excellent communication skills (verbal and written) with a solid understanding of professional sales techniques. Detailed oriented, accurate, and timely. Computer proficiency with PC basics and MS Office.
Required Experience: One year of sales experience, preferably insurance related.
Full Time or Part Time
Key Duties: Coordinate and perform marketing efforts for new business, renewals, and rewrites including communication with carriers and clients, data gathering, quoting activities, due diligence reviews, audits, task tracking and documentation. Customer service. Maintain current industry and product knowledge.
Qualifications: Active California P&C License in good standing. Effective interpersonal skills to communicate productively (verbal and written) with people at all levels. Detail oriented, accurate, organized, and timely. Computer proficiency with PC basics, MS Office, and agency management systems (EPIC preferred).
Commercial Lines Required Experience: Three years of CL experience with standard and E&S markets.