Licensed Insurance Agent (P&C, Life and Health)
Location: SAN DIEGO, CA
Job Type: fulltime
Company: Lisa Keith - State Farm Agency
Salary: $60000.0 - $75000.0 per year
Category: Insurance
Job Description Apply Now
Licensed Insurance Agent (P&C, Life and Health) Job OverviewWe are seeking a Licensed Insurance Agent (P&C, Life and Health) to join our established team in San Diego, CA. This is a full-time opportunity designed for a highly motivated and experienced professional who is passionate about delivering exceptional customer service and support. As part of a State Farm agency, you will play a critical role in helping clients understand their insurance options, fostering lasting relationships, and contributing to the overall growth and success of the agency. Candidates must be prepared to commute to our San Diego office for training and should be located in the San Diego area, though remote work is possible after initial onboarding.
Key Responsibilities- Establish and maintain strong customer relationships, ensuring consistent follow-up and support as needed to enhance the customer experience.
- Deliver prompt, accurate, and friendly customer service to existing and prospective clients, addressing their insurance needs with professionalism.
- Utilize a customer-focused, needs-based review process to educate clients about available insurance products, including property & casualty, life, and health policies.
- Demonstrate a high level of organizational skills and attention to detail in all client interactions and documentation.
- Protect sensitive and confidential information with the utmost discretion while maintaining compliance with industry standards.
- Develop new opportunities for service and sales with both existing and new clients, supporting the agency's growth objectives.
- Maintain a strong work ethic with a commitment to daily success and continuous personal and professional development.
- Provide timely and thorough activity reports to the agency owner, supporting transparency and effective team communication.
- Remain current on product changes, licensing requirements, technical developments, and continuing education requirements within the insurance industry.
- Minimum of 10 years combined experience in customer service and sales (required).
- Active Property & Casualty license (required).
- Active Life and Health insurance license (required).
- Excellent interpersonal skills with the ability to communicate effectively in verbal, written, and listening forms.
- Demonstrated organizational skills and a detail-oriented approach to tasks and documentation.
- Self-motivated and proactive in solving problems and identifying client needs.
- Ability to work effectively both independently and as part of a collaborative team environment.
- Comfortable with learning and utilizing new computer functions and technology platforms.
- Demonstrated pride in completing work accurately and efficiently within established deadlines.
- People-oriented with a dedication to outstanding customer service and satisfaction.
- Ability to multi-task and manage multiple priorities effectively.
San Diego, CA is known for its vibrant community and dynamic business environment, making it a great place to build a career in the insurance industry. This role offers the flexibility of remote work after completing in-person training, providing the balance of professional growth and work-life integration.
Additional InformationThis position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm.