Insurance Specialist II

Job Summary
We are seeking an experienced Insurance Specialist II for a direct hire opportunity in Oxnard, CA within a professional financial services environment. This full-time role supports insurance services by managing client and member accounts, preparing quotes, supporting policy renewals, processing payments, and delivering personalized insurance solutions.

This is a strong opportunity for an insurance professional who enjoys relationship building, consultative sales, and account service. The role offers exposure to personal lines, commercial, health, life insurance, DMV-related services, and insurance operations within a stable, service-focused organization. Candidates who value supportive leadership, teamwork, professional growth, and the ability to make a meaningful impact for members and clients will find this opportunity especially rewarding.

Key Responsibilities
- Build and maintain strong relationships with new and assigned insurance accounts while identifying client needs and recommending appropriate coverage solutions.
- Prepare and present insurance quotes, sell policies, support renewals, reinstatements, cancellations, and maintain accurate account records.
- Collaborate with underwriters and insurance carriers to negotiate policy terms, secure coverage, and support client service goals.
- Oversee insurance payments, follow up on overdue balances, and assist with DMV-related service processing.
- Review insurance contracts, prepare regulatory or statistical reports, and stay current on industry regulations and compliance requirements.
- Provide guidance to team members and support training on insurance products, services, and best practices.

Compensation and Benefits
- Pay range: $27 to $40 per hour.
- Job type: Direct hire.
- Schedule: Full-time, 40 hours per week.
- Status: Non-exempt.
- Location: Oxnard, CA.
- Travel: Minimal overnight travel, up to 5%.
- Benefits information was not provided.

Equal Opportunity Employer / Disabled / Protected Veterans

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For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Additional Skills

Required Qualifications and Skills
- Maintain and service insurance accounts across personal lines, commercial, health, and life insurance.
- Prepare insurance quotes, present coverage options, and sell policies based on client needs.
- Manage renewals, cancellations, reinstatements, payments, records, and regulatory reporting.
- Support insurance portfolio growth through client service, carrier collaboration, and consultative recommendations.

- Minimum of 2 years of insurance sales and service experience, including commercial, health, and DMV-related services.
- Valid California Life and Health insurance license required.
- Must maintain valid Life, Personal Lines, Commercial, and Health insurance licenses.
- High school diploma required.
- Previous sales experience in personal lines, commercial insurance, or life insurance.
- Knowledge of DMV-related services and applicable credentials, if required.
- Strong understanding of insurance products, coverages, contracts, risk management practices, and client needs analysis.
- Ability to research problems, identify opportunities, recommend solutions, and manage projects independently.
- Strong communication, negotiation, customer service, and relationship-building skills.
- Proficiency with insurance software and industry-specific tools.
- Strong math skills, including calculations and financial analysis concepts related to risk, probability, statistics, and resource management.
- Ability to prepare professional written correspondence, business cases, reports, and presentations.
- Ability to work effectively both independently and within a team environment.

Preferred Qualifications
- Bachelor’s degree in Business, Finance, or a related field preferred.
- Working understanding of credit union loan operations, banking operations, regulatory compliance, and overall financial services operations.
- Proven track record in insurance sales, client management, and relationship development.
- Experience mentoring or guiding junior insurance specialists.
- Experience conducting staff training on insurance products and services.