Commercial and Personal lines - CSR and Sales Agent Available
ID: 85136
Experienced insurance professional with over a decade of expertise in sales and service across both commercial and personal lines. Proven track record in managing insurance offices and maintaining active P&C, and Life/Health licenses.
At previous roles, excelled in managing diverse portfolios, from commercial policies for HOAs to personal lines for high-net-worth clients. Handled all aspects of the insurance process, from new business acquisition to renewal applications, quoting, proposals, and marketing at trade events.
As a Preferred Sales Manager, successfully led a team of 25 agents, overseeing recruitment, training, and coaching while managing departmental productivity and expenses. Managed a departmental book valued at $1.5 million, with a focus on both personal and commercial lines, ensuring optimal client satisfaction and retention.
Skilled in servicing accounts, processing renewals, endorsements, certificates, and bonds, while consistently meeting client needs and exceeding performance targets. Adept at navigating a range of carriers, including Hiscox, Allstate, Safeco, Liberty Mutual, Nationwide, Travelers, and more, to provide tailored solutions to clients' insurance requirements.
• Located in Hemet, CA
• Seeking $55,000 - $65,000 per year plus incentives.
• Open to Direct Hire, Full-time and Remote or Hybrid
• Active CA Property/Casualty and Life/Health licenses