Join an Independent Agency that is dedicated to REMAINING Independent!
We continue to Win Awards and Achieve Honors for our Culture, Industry Expertise, and Services
* Central Coast Best Places to Work by Pacific Coast Business Times (2018-2025)
* Leaders of Influence – Insurance by Orange County Business Journal (2023, 2025)
* Best Agencies to Work for by Insurance Journal (2017-2019, 2021, 2024)
* NU Agency of the Year by National Underwriters and PropertyCasualty360 (2018)
* Big “I” Best Practices Agency by Independent Insurance Agents & Brokers of America (2016-2024)
* Top 100 P&C Agencies (Insurance Journal)
* MVP Account Managers (Insurance Journal)
* Top P&C Agent of the Year (Insurance Journal)
* 50 Fastest Growing Companies by Pacific Coast Business Times (2017 – 2024)
* Diamond Level Family Friendly Workplace by SLO Chamber of Commerce (2022 – 2024)
How You will be Compensated:
* $33-$42/hour Depending on Experience
* Medical, Dental, Vision Insurance plans. We cover 98% of the premiums for most individual plans
* Free Employee Assistance Program
* Paid Holidays, Paid Sick Time, and Flexible Vacation Time
* Paid Parental Benefits
* Disability and Life Insurance
* 401(k) with 50% match
* Flexible Spending Plan (FSA) and Health Savings Account (HSA)
What you will Do:
* This hybrid role will work on site at our beautiful Irvine office 3 days a week, allowing for remote work 2 days a week.
* Manage a generalist book of small to middle market accounts.
* Analyze coverages associated with client insurance policies to ensure needs are met. Educate clients on their coverages and risks.
* Maintain client files with excellent documentation and organization of data.
* Delegate tasks to assigned assistants & support team, while also managing a steady stream of your own day-to-day tasks.
Who You Are:
* You appreciate building and nurturing trusted relationships with your clients.
* You balance warmth with efficiency in your professional communications.
* You enjoy finding solutions to commercial risks and exposures while deriving satisfaction from the steady stream of renewal steps.
* You enjoy the complexity of larger accounts.
Qualifications
* Current CA Property and Casualty license
* 3+ years P&C experience
* Proficient in Microsoft Office Suite and ability to learn new systems (EPIC)
* Understanding of Independent Agency system and familiarity with Commercial Lines operations
* High School Diploma
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