Insurance Producer

Job Description

At the Craig Davis Family Agency, we believe that insurance is about more than just policies and premiums—it is about helping our neighbors in Temecula feel secure and prepared for whatever life brings their way. We are a family-oriented team that values kindness, clear communication, and a genuine desire to serve our community. We are currently looking for an Insurance Producer who wants to do meaningful work in an environment that feels like home. When you join our agency, you aren't just filling a seat; you are becoming the face of our commitment to our clients. You will spend your days listening to families, understanding their unique goals, and crafting protection plans that offer real peace of mind. We take pride in our positive workplace culture where everyone is supported, encouraged to grow, and celebrated for their wins. If you are a friendly, motivated person who enjoys building long-term relationships and helping people navigate the complexities of insurance with ease, we would love to welcome you to our team.

Benefits

• Paid Time Off (PTO)
• Health Insurance
• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities
• Major Holiday's Paid

Responsibilities

Review individual and family coverage needs to ensure clients have the right protection for their assets.

Prepare and present insurance quotes that clearly explain coverage options and benefits.

Maintain accurate client records within our agency management systems.

Follow up with prospective clients who have expressed interest in our insurance products.

Collaborate with the agency owner to reach office goals and maintain high service standards.

Requirements

California Property & Casualty insurance license is preferred, but will train the right candidate.

California Life & Health insurance license is highly encouraged.

Previous experience working in an insurance agency setting is preferred, but not required.

High school diploma or equivalent.

Effective problem-solving skills and a helpful approach to customer concerns.

Competetive Spirit and willingness to grow within our team concept.

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