REMOTE INSURANCE SALES PRODUCER & CLIENT SERVICES REPRESENTATIVE

Job Description

Job Description

Benefits:

• 401(k)

We are an independent insurance agency based in Southern California, representing multiple carriers across personal and commercial lines. We believe insurance is more than paperwork it's the safety net that protects businesses, families, and livelihoods. Every policy we place is a promise kept. As we grow our reach nationally, we're looking for driven, self-motivated individuals who want to build a real career in insurance not just fill a seat.

This is a hybrid sales and client services role. You will be responsible for prospecting new commercial and personal lines clients through outbound calls, setting qualified appointments, and supporting existing clients with policy service needs. You'll work directly with our licensed agents to gather quote information and help move prospects through the pipeline. Our current commercial book spans attorney firms, artisan contractors (electricians, plumbers), service businesses (auto repair, floor cleaning), and we are actively pursuing opportunities in the aviation/FBO sector a candidate with contacts or experience in that space would be a significant asset.

This role is fully remote. You will be equipped with the tools, training, and support needed to succeed but you must be comfortable working independently and holding yourself accountable to clear production goals. You must have your own computer and access to the internet. You will be given remote access to our servers and online apps.

Your Responsibilities will Include:
Make outbound calls to prospecting lists you develop to generate new business opportunities
Set and confirm appointments (phone or video) between prospects and a licensed agent
Conduct or assist with quote questionnaires so our agents can run accurate quotes
Manage and service existing client accounts answering questions, processing payments, and identifying cross-sell opportunities
Follow up on warm referrals and re-engage lapsed or inactive clients
Maintain accurate activity records and update client files consistently

We are Looking for Candidates who Possess:
Strong verbal communication skills you are comfortable on the phone and can build rapport quickly
Self-motivated with the discipline to work independently in a remote environment
Organized and detail-oriented you follow through and don't let things fall through the cracks
A genuine interest in building a long-term career in insurance, not just finding a job
Proficiency in Microsoft Office (Outlook, Word, Excel)
Prior insurance, sales, or customer service experience is a plus but not required
A current insurance license (P&C or Life/Health) is a plus but not required
Experience in or connections to the aviation industry is a bonus we'd love to hear about

LICENSING
If you are not yet licensed, we offer two paths:
1. Agency-sponsored: We cover the cost of your training course, exam prep and state exam fee. In exchange, you sign a one-year commitment agreement. If you do not pass your exam on the first attempt, subsequent exam fees are your responsibility along with your fingerprinting fees.

2. Self-sponsored: You obtain your license independently at your own expense. Upon completing your first year with us, we will reimburse you in full for your licensing costs.

WHAT WE OFFER
Competitive hourly pay: $15$18/hr based on experience, plus a performance bonus structure
Health insurance (50% company match)
Optional dental, vision, and cancer insurance
2 weeks paid vacation, sick days, and personal days
401(k) retirement plan
Career mentorship and a clear path for advancement
A fully remote work environment with a supportive, collaborative team

Please send us your resume along with a brief note (a few sentences is fine) telling us why this role interests you and what makes you a strong fit. We review every application and will follow up with next steps.

We are an Equal Opportunity Employer. All offers are contingent upon a successful background check. EOE/M/F/V/D

This is a remote position.