Personal Lines Insurance Sales Representative / AE needed for an Insurance Agency loc
Direct Hire
Direct Hire
Work Location:
In Office
Job ID:
8170
Job Description
Personal Lines Insurance Sales Representative / Account Executive needed for an Insurance Agency located in Fullerton, CA
Job Duties will include, but are not limited to:
• Field and execute high-intent client leads handed off directly via live telephone transfers or email from active real estate and mortgage partners.
• Maintain communication standards with existing mortgage loan officers and real estate brokers to keep the agency top-of-mind for their daily transactions.
• Execute structured check-in cadences with referrals to ensure their team has seamless, automated pathways to drop quote sheets directly into the agency’s team inbox.
• Promptly triage and convert warm client files transferred directly from captive agency partners who are pulling back from specific California risk zones.
• Conduct thorough financial and risk-exposure diagnostic assessments for prospective policyholders.
• Complex Placements: Structure admitted, excess & surplus (E&S;), and California FAIR Plan/DIC strategies for complex or brush risks.
• Navigate technical underwriting standards across a platform of dozens of national and regional carriers.
• Maximize household revenue by effectively bundling auto, primary residential, landlord, and umbrella lines.
• Maintain a rapid "Evidence of Insurance (EOI) within hours" Service Level Agreement (SLA) to facilitate on-time property closings.
• Manage data input, pipeline tracking, and file updates within the automated CRM platform.
• Satisfy carrier technical audit requirements by systematically capturing and logging all required trailing files.
• Conduct proactive 90-day renewal pricing reviews to insulate the personal book from market churn.
Requirements:
- In this role, the Sales Representative / AE will have immediate access to 50+ direct carrier relationships on day one!
- This agency has a dedicated service department to manage existing policyholders. This ensures the Sales Rep / AE can stay focused on marketing and driving new sales, and not bogged down by day-to-day servicing.
- HOURS: Monday – Friday, 9:00 am – 5:30 pm
- DURATION: Direct Hire
- WORKPLACE: This is an in-office position to start. Open to discussing a Hybrid schedule after training and up and running.
- Once a week, or every other week, may be in the field visiting prospects face to face.
- There will be a one-week training requirement in Texas – corporate office. (Flights and Hotels covered).
- PAY: $48,000 non-recoverable draw + uncapped tiered commissions (new business and renewals) + production bonus’s.
- Commission Percentages are calculated against the Gross Total Commission paid by carriers to the Agency.
- As the Sales Rep / AE builds their book, the commission structure also increases.
- To start = 60% NB / 10% Renewals
- At 250 PIF = 65% NB / 15% Renewals
- At 1,000 PIF – 70% NB / 20% Renewals
- As the Sales Rep / AE builds their book, the commission structure also increases.
- Commission Percentages are calculated against the Gross Total Commission paid by carriers to the Agency.
- BENEFITS: At this time, Medical benefits are not offered, but this is something that is being looked into.
- 15 days PTO offered on an accrual basis.
- Sick Leave; 40 hours (5 days) offered on an accrual basis.
- Holiday Pay is offered for 8 holidays.
Job Duties will include, but are not limited to:
• Field and execute high-intent client leads handed off directly via live telephone transfers or email from active real estate and mortgage partners.
• Maintain communication standards with existing mortgage loan officers and real estate brokers to keep the agency top-of-mind for their daily transactions.
• Execute structured check-in cadences with referrals to ensure their team has seamless, automated pathways to drop quote sheets directly into the agency’s team inbox.
• Promptly triage and convert warm client files transferred directly from captive agency partners who are pulling back from specific California risk zones.
• Conduct thorough financial and risk-exposure diagnostic assessments for prospective policyholders.
• Complex Placements: Structure admitted, excess & surplus (E&S;), and California FAIR Plan/DIC strategies for complex or brush risks.
• Navigate technical underwriting standards across a platform of dozens of national and regional carriers.
• Maximize household revenue by effectively bundling auto, primary residential, landlord, and umbrella lines.
• Maintain a rapid "Evidence of Insurance (EOI) within hours" Service Level Agreement (SLA) to facilitate on-time property closings.
• Manage data input, pipeline tracking, and file updates within the automated CRM platform.
• Satisfy carrier technical audit requirements by systematically capturing and logging all required trailing files.
• Conduct proactive 90-day renewal pricing reviews to insulate the personal book from market churn.
Requirements:
- Must want to be in an Insurance Sales / AE role and eager to grow a book of business!
- If you hold an active California Property and Casualty license, that is a plus!
- If you do not currently hold a Property & Casualty (P&C) license, the client covers one-time study materials and testing registration fees. During the licensing process, your employment will be contingent upon successfully passing the California P&C examination.
- Please note that base salary/draw compensation does not commence until licensure is fully obtained and active onboarding begins. No salary is paid during the pre-employment study period.
- If you do not currently hold a Property & Casualty (P&C) license, the client covers one-time study materials and testing registration fees. During the licensing process, your employment will be contingent upon successfully passing the California P&C examination.
- Proficient with Microsoft Excel, Word, and Outlook.
- Must have a high school diploma.
- A minimum of 1–3 years of high-performance sales, financial advisory, hospitality operations, real estate processing, or executive recruitment experience is preferred.
- Must maintain an active California driver’s license and reliable personal transportation to execute local relationship marketing and branch visits.
- Native or professional conversational fluency in Spanish, Vietnamese, Korean, Mandarin, or Cantonese is not mandatory but represents a massive strategic advantage in the California marketplace.
- Strong financial and business acumen, relentless phone/field endurance, high personal accountability, and complete comfort operating in a metrics-driven sales meritocracy.
Meet Your Recruiter
Sharlene Theakston
Director of Recruiting
Sharlene has been with SDI Staffing since 1998. She is most passionate about recruiting, helping candidates find a successful career in insurance, and assisting clients with finding the top talent they are seeking. Currently, Sharlene works as the Director of Recruiting / Sr. Account Manager. She evaluates applicants on their skills, education, work history, personality and salary requirements. She also works with clients to assist them in their search for applicants that have the experience and skills they are seeking for their office. Sharlene is also a mentor and assists the team with training and answering any questions about staffing or office procedures. She is an active member of Professional Women in Insurance, California Staffing Professionals and the American Staffing Association. She is trained in CA Employment and Sexual Harassment Law (FMLA, Meal & Rest Periods, Exempt & Non-Exempt Employees, etc.).
Sharlene was born and raised in San Diego, CA. She enjoys traveling as well as spending time with her husband, their two Labs, family and friends.
About Fullerton, CA
Discover exciting job opportunities in the vibrant area surrounding Fullerton, California! Nestled in beautiful Orange County, Fullerton offers a perfect blend of urban amenities and natural beauty, making it an ideal place to grow your career. With its proximity to renowned attractions like Disneyland, the Fullerton Arboretum, and the Muckenthaler Cultural Center, this area boasts a unique culture and charm that can inspire your professional journey. Explore job listings in this dynamic region and seize the chance to be part of a community that thrives on creativity, innovation, and endless possibilities. Join us in Fullerton and unlock a world of career opportunities waiting for you!