The Insurance Agent will prospect, develop, and maintain a book of business while consulting with clients to recommend appropriate insurance coverage. They are also responsible for processing policy applications and meeting individual sales targets.
Benefits:
401(k)
Health insurance
Paid time off
Company parties
Competitive salary
Dental insurance
Parental leave
About the Role:
Incline Insurance Services Inc is looking for a motivated and personable Insurance Agent to join our growing team in South San Francisco, CA. This is an exciting opportunity to build meaningful client relationships while helping individuals and businesses protect what matters most. If you're driven, detail-oriented, and passionate about helping people, we want to hear from you!
Responsibilities:
Prospect, develop, and maintain a book of business through networking, referrals, and outreach
Consult with clients to assess insurance needs and recommend appropriate coverage options
Prepare and present insurance quotes for personal, commercial, or life insurance products
Process policy applications, renewals, endorsements, and cancellations accurately
Provide exceptional customer service by responding to client inquiries and resolving policy issues
Stay current on carrier products, underwriting guidelines, and industry regulations
Meet or exceed individual sales targets and agency production goals
Requirements:
Active California Department of Insurance Producer License (or ability to obtain one)
Prior experience in insurance sales, customer service, or a related field preferred
Strong communication and interpersonal skills with a client-first mindset
Ability to explain complex coverage options in a clear and approachable manner
Self-motivated with strong organizational and time management skills
Proficiency with agency management Applied EPIC
About Us:
Incline Insurance Services Inc is a trusted independent insurance agency proudly serving many states but focus on California Bay Area. We currently have developed a new AI prospecting program that is allowing us to access more prospects than ever before. We are need to producers that can write business! We have more leads than we konw what to do with.
“I was the first applicant for a remote marketing position that got listed on the company website the same day I applied. Had an interview within 48 hours!”
— Sarah J.
·
Marketing Manager
★★★★★
Verified
