Insurance Broker | Assistant

Full Time
Laguna Niguel, CA 92677
From $30 an hour
Posted
Job description

About us

United Premier Insurance Agency is a small business in Laguna Niguel, CA. We are professional, agile and supportive.

Our work environment includes:

4 day work week!! 28-30 hrs.

  • Modern office setting
  • Growth opportunities
  • Casual work attire
  • Flexible working hours
  • Company perks

Our company seeks a licensed candidates with a professional, articulate and compassionate background in the insurance industry. The position requires researching and quoting insurance options for our clients, and a successful candidate will be able to look at coverage options, review existing policies and discuss the best plans available with clients.

Responsibilities:

  • Design insurance plans that meet the needs of the client and their business.
  • Provide advice on insurance and financial matters.
  • Gather information from customers on their insurance policies and related needs.
  • Assess clients' needs, financial goals, and risk tolerance.
  • Be able to fill out Acord Forms.
  • Send Evidence of Insurance and the invoice to escrow/mortgage companies.
  • Assist clients in obtaining insurance policies from multiple carriers.
  • Respond effectively to customer complaints or problems.
  • Service existing book of business.
  • Agent will forwarding emailing daily for tasks.

Job Type: Part-time

Pay: From $30.00 per hour

Benefits:

  • Dental insurance
  • Health insurance
  • Paid training
  • Vision insurance

Supplemental pay types:

  • Bonus pay
  • Commission pay

Ability to commute/relocate:

  • Laguna Niguel, CA 92677: Reliably commute or planning to relocate before starting work (Required)

License/Certification:

  • Insurance Producer License (Required)

Work Location: In person

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