Job Description
Company Description MILE Insurance Agency is an independent insurance agency serving individuals and businesses in Monterey, CA and surrounding communities. The agency focuses on providing tailored coverage options and clear guidance to help clients protect their assets and manage risk. Team members work closely with clients to understand their needs, explain policy options, and provide ongoing support as circumstances change. Joining MILE Insurance Agency offers the opportunity to build long-term client relationships while contributing to a service-oriented, growth-minded organization.
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Role Description The Salesperson role at MILE Insurance Agency is a contract position with a hybrid work arrangement based in Monterey, CA, allowing some work from home. Day-to-day responsibilities include prospecting and qualifying leads, scheduling and conducting client meetings, and presenting appropriate insurance products and solutions. The Salesperson will prepare quotes, explain coverage options, and guide clients through the application and underwriting process while maintaining accurate records in the agency’s systems. The role also involves following up with prospects, managing renewals, supporting clients with policy changes, and collaborating with internal team members to ensure efficient service and compliance with industry regulations.
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Qualifications
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- Proven sales skills, including lead generation, consultative selling, and closing, with a focus on building long-term client relationships.
- Strong communication and interpersonal abilities, including clear verbal and written communication and active listening with diverse clients.
- Organizational and time-management skills to handle multiple opportunities, follow-ups, and documentation in a structured manner.
- Comfort with technology, including CRM or agency management systems, online quoting tools, and standard office software.
- Ability to work both independently and collaboratively in a hybrid environment, balancing in-person client visits in Monterey, CA with remote tasks.
- Previous experience in insurance sales, financial services, or a related field is preferred; familiarity with personal and/or commercial lines is a plus.
- Relevant state insurance producer license (or willingness and ability to obtain one within a defined timeframe).
- Commitment to ethical, client-centered service and adherence to regulatory and compliance requirements.
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