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Program Manager, Broker Management CalOptima Join Us in this Amazing Opportunity The Team You'll Join We are a mission driven community-based organization that serves member health with excellence and dignity, respecting the value and needs of each person. If you are ready to advance your career while making a difference, we encourage you to review and apply today and help us build healthier communities for all. More About the Opportunity We are hoping you will join us as a Program Manager, Broker Management and help shape the future of healthcare where you'll be an integral part of our OneCare Sales &amp; Marketing team, helping to strive for excellence while we serve our member health with dignity, respecting the value and needs of each of our members through collaboration with our providers, community partners and local stakeholders. You will be responsible for leading the development and implementation of special projects, programs and new initiatives for OneCare Sales &amp; Marketing. You will assist with the implementation of programs with departmental and organizational-wide impact and will interact with all levels of staff, network providers, health networks, field marketing organizations (FMO) and broker agencies. You will be responsible for recruitment, training and servicing of agents and brokers. You will assist in the overall day-to-day activities of the department, including sales events for our certified agents. You will also create reports and a process to ensure compliance with required regulations. Together, we are building a stronger, more equitable health system. Your Contributions To the Team: 
<ul>
<li>85% - Program Support
<ul>
<li>Participates in a mission-driven culture of high-quality performance, with a member focus on customer service, consistency, dignity and accountability.</li>
<li>Ensures strategic direction of broker and agent strategy is in line with department goals and CalOptima Health's strategic priorities.</li>
<li>Makes moderate to significant improvements of processes to enhance the performance of broker management.</li>
<li>Develops and maintains reports to document broker performance and ensures brokers are meeting sales performance requirements.</li>
<li>Ensures compliance with all company, Center for Medicare &amp; Medicaid Services (CMS) and state Medi-Cal outreach regulations.</li>
<li>Monitors, analyzes and reports on health care marketplace conditions, marketplace competitors and policy developments/changes.</li>
<li>Conducts analysis and assesses information from different sources focused on health care initiatives, new programs or focus areas as assigned.</li>
<li>Develops an initial workplan for assigned projects and activities, and manages the scope, schedule, budget and quality of the project.</li>
<li>Develops workflows, key performance indicator (KPI) dashboards, procedures and/or policies and recommends changes to ensure timely, efficient and effective outputs of assigned agents and FMOs.</li>
<li>Develops specifications and/or scopes of work for requests for community activities and lead generation partnerships with agents and FMOs.</li>
<li>Drafts presentations and provides reports to support broker training and education, and field activities.</li>
<li>Attends and supports agents at community events and lead generation activities.</li>
<li>Supports project workgroup activities. </li>
</ul>
</li>
<li>10% - Administrative Support
<ul>
<li>Assists the team in carrying out department responsibilities and collaborates with others to support short- and long-term goals/priorities for the department.</li>
<li>Assists, shares knowledge with and mentors CalOptima Health staff regarding standards, organizational understanding and relationship building to promote successful delivery of projects.</li>
<li>Documents agent activity into CalOptima Health's broker customer relationship management (CRM) system.</li>
<li>Assists management with strategic programs and pilots for the department.</li>
<li>Supports the day-to-day team administrative activities. </li>
</ul>
</li>
<li>5% - Other
<ul>
<li>Completes other projects and duties as assigned. </li>
</ul>
</li>
</ul>
 Do You Have What the Role Requires? 
<ul>
<li>Bachelor's degree in public health, business, health care administration or related field PLUS 3 years of experience working in a sales role within health care programs is required; an equivalent combination of education and experience sufficient to successfully perform the essential duties of the position such as those listed above may also be qualifying.</li>
</ul>
 You'll Stand Out More If You Possess the Following: 
<ul>
<li>Experience in broker management. </li>
<li>Managed care operations experience. </li>
<li>2 years of experience and aptitude for working in a highly matrixed, mission-driven organization.</li>
</ul>
 What the Regulatory Agencies Need You to Possess? 
<ul>
<li>California Department of Insurance License.</li>
</ul>
 Your Knowledge &amp; Abilities to Bring to this Role: 
<ul>
<li>Develop rapport and establish and maintain effective working relationships with CalOptima Health's leadership and staff and external contacts at all levels and with diverse backgrounds. </li>
<li>Work independently and exercise sound judgment.</li>
<li>Communicate clearly and concisely, both orally and in writing.</li>
<li>Work a flexible schedule; available to participate in evening and weekend events.</li>
<li>Organize, be analytical, problem-solve and possess project management skills.</li>
<li>Work in a fast-paced environment and in an efficient manner.</li>
<li>Manage multiple projects and identify opportunities for internal and external collaboration.</li>
<li>Motivate and lead multi-program teams and external committees/coalitions.</li>
<li>Utilize computer and appropriate software (e.g., Microsoft Office: Word, Outlook, Excel, PowerPoint) and job specific applications/systems to produce correspondence, charts, spreadsheets, and/or other information applicable to the position assignment.</li>
</ul>
 Your Physical Requirements (With or Without Accommodations): 
<ul>
<li>Ability to visually read information from computer screens, forms and other printed materials and information.</li>
<li>Ability to speak (enunciate) clearly in conversation and general communication.</li>
<li>Hearing ability for verbal communication/conversation/responses via telephone, telephone systems, and face-to-face interactions.</li>
<li>Manual dexterity for typing, writing, standing and reaching, flexibility, body movement for bending, crouching, walking, kneeling and prolonged sitting.</li>
<li>Lifting and moving objects, patients and/or equipment 10 to 25 pounds</li>
</ul>
 Ways We Are Here For You 
<ul>
<li>You'll enjoy competitive compensation for this role.
<ul>
<li>Our current hiring range is: Pay Grade: 311 - $77,863 - $124,581 ($37.43 - $59.8947). 
<ul>
<li>The final salary offered will be based on education, job-related knowledge and experience, skills relevant to the role and internal equity among other factors. </li>
</ul>
</li>
</ul>
</li>
<li>This position is approved for Community Worker (**If the position is Telework, it is eligible in California only**) </li>
<li>A <a href="https://apptrkr.com/get_redirect.php?id=6823893&amp;targetURL=https://www.caloptima.org/en/careers#benefits" target="_blank">comprehensive benefits package</a> </li>
<li>CalPERS pension program and additional retirement packages. </li>
<li>Additional benefits and perks including:
<ul>
<li>A generous PTO program</li>
<li>A quality work life balance</li>
<li>Various wellness programs</li>
<li>Tuition Reimbursement</li>
<li>Professional development opportunities</li>
<li>Career development opportunities</li>
<li>Flexible scheduling</li>
<li>And the satisfaction of knowing your work directly impacts and improves healthcare access for thousands of individuals and families.</li>
</ul>
</li>
</ul>
 Our Work Environment: If located at the 500, 505 Building or a remote work location: 
<ul>
<li>Work is typically indoors and sedentary and is subject to schedule changes and/or variable work hours, with travel as needed.</li>
<li>There are no harmful environmental conditions present for this job.</li>
<li>The noise level in this work environment is usually moderate.</li>
</ul>
 If located at PACE: 
<ul>
<li>Work is typically indoors in a clinical setting serving the frail and elderly.</li>
<li>There may be harmful or hazardous environmental conditions present for this job.</li>
<li>The noise level in this work environment is usually moderate to loud.</li>
</ul>
 If located in the Community: 
<ul>
<li>Work is typically indoors and sedentary and is subject to schedule changes and/or variable work hours, with travel as needed. </li>
<li>Employee will occasionally work outdoors in varied temperatures.</li>
<li>There may be harmful or hazardous environmental conditions present for this job.</li>
<li>The noise level in this work environment is usually moderate to loud.</li>
</ul>
 Why Join Us? We believe that diverse perspectives drive innovation. Each employee brings a unique perspective to the overall team and we value everyone's input and we are committed to creating an inclusive environment where you and every team member can thrive while making a meaningful impacts on our community members. Our team reflects and represents the communities we serve, and we welcome candidates from all backgrounds who share our commitment to accessible, quality healthcare. What's Your Next Step? All Applications will be accepted on a continuous basis until a sufficient number of qualified applications have been received. Do NOT miss out. If you want to join our team, the deadline for the first review of applications is December 17, 2025 at 9:00 PM (PST). We are encouraging you to apply early. If you apply after the first review date, your application is not guaranteed to be considered for this recruitment. This recruitment may close at any time without notice after the first review date. Our Commitment to You Your application and resume will be reviewed by a dedicated recruiter to this position. If your experience matches what we need, we will reach out to you to discuss the next steps. The selection process may include, but is not limited to, a skills assessment, phone screen and interview. If you make it through the steps above and are selected for this exciting role, you will be required to undergo a reference and a background check (to include a conviction record) and if applicable also pass a drug screening and/or a post-offer pre-employment medical examination (for specific positions) If you are an Internal CalOptima Health applicant, please apply through the internal portal on InfoNet. We will make sure to keep you updated through each step of the process on your candidate portal. Please make sure to watch for updates on your candidate portal and you emails which will be sent to the email address you listed on your application. Please check your email, including your SPAM folder, regularly throughout the recruitment process. CalOptima Health is committed to attracting, hiring, and retaining a diverse staff, where we will honor your unique experiences, identity, and perspectives. Our organization strives to create and maintain a workplace environment that is inclusive, equitable and welcoming so we can truly be Better Together. CalOptima Health is an equal opportunity employer and makes all employment decisions on the basis of merit. CalOptima Health wants to have qualified employees in every job position. CalOptima Health prohibits unlawful discrimination against any employee, or applicant for employment, based on race, religion/religious creed, color, national origin, ancestry, mental or physical disability, medical condition, genetic information, marital status, sex, sex stereotype, gender, gender identity, gender expression, transitioning status, age, sexual orientation, immigration status, military status as a disabled veteran, or veteran of the Vietnam era, or any other consideration made unlawful by federal, state, or local laws. CalOptima Health also prohibits unlawful discrimination based on the perception that anyone has any of those characteristics or is associated with a person who has, or is perceived as having, any of those characteristics. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation at (714) 246-8400 if you are unable or limited in your ability to access job openings or apply for a job on this site as a result of your disability. To apply, please visit: <a href="https://apptrkr.com/6823893" target="_blank">https://jobs.caloptima.org/jobs/program-manager-broker-management-505-city-parkway-west-california-united-states</a> Copyright 2025 Jobelephant.com Inc. All rights reserved. <a href="https://www.jobelephant.com/" target="_blank">Posted by the FREE value-added recruitment advertising agency</a> jeid-233615021ec72e40bd65b3060f783659

Program Manager, Broker Management

Under the general direction of the Executive Director, the Director of Finance at Associated Students, Inc. (ASI) has oversight of the financial, risk management and information technology operations of the organization. In collaboration with the Executive Director, the Director of Finance is delegated a high degree of responsibility to recommend and implement fiscal policies and procedures in partnership with university colleagues to ensure that ASI operates appropriately within the financial policies of the California State University (CSU) Board of Trustees and the University, while sustaining sound business practices, and strengthening the financial health of ASI.
The Director of Finance will sit as a non-voting member and serve as an advisor to the ASI Student Board of Directors, which doubles as the Sacramento State Student Government. &nbsp;&nbsp;
The ASI Director of Finance serves as ASI administrator in charge in the absence of the Executive Director.&nbsp;
ESSENTIAL DUTIES AND RESPONSIBILITIES: 
Accounting 
<ul>
<li>Oversees the supervision and management of all aspects of the functional areas of the Accounting Services department, including but not limited to accounts receivable, accounts payable, cashiering, fixed asset management, internal controls, policy development and implementation, legal, and audit compliance as well as maintenance of the general ledger.</li>
<li>Provides insight and education regarding ASI and CSU Sacramento budget and financial operations to the ASI Student Board of Directors, full-time staff, student-staff, campus partners and the student community at a level of their understanding.</li>
<li>Oversees the preparation of the annual financial statements and 990 for ASI and the Union WELL.</li>
<li>Facilitates implementation of quality standards and priority criteria for service processes.</li>
<li>Ensures a high level of customer satisfaction through assessment, staff training, and resource development. Ensures compliance with state and federal tax laws and reporting requirements.</li>
<li>Ensures compliance with all internal controls and identifies potential improvements to increase efficiency of operations and security of company assets.</li>
<li>Evaluates changes in policies, laws, and available resources for impacts and adjustments to related policies, procedures, and staff responsibilities.</li>
<li>Coordinates plans for testing, training, and implementing new and upgraded financial systems.</li>
<li>Manages corporate response to auditors during the annual external audit, CSU audits, and other agency audits.</li>
<li>Prepares reports and supporting documentation for year-end financial statements and state and federal income tax filings.</li>
<li>Reviews and approves internal audits of petty cash, change funds, and inventories of assets and resale products.</li>
<li>Responsible for all cash management activity within the organization to meet short and long-term financial requirements.&nbsp;</li>
<li>Examines and translates financial information related to specific business decisions, reports on operating results, cash flow, financial forecasts, restricted fund activities, investments and related issues.</li>
<li>Examines investments and consults with appropriate staff and investment managers regarding investment needs and maximization of investment income.&nbsp; Makes investment recommendations to the Executive Director.</li>
<li>Provides on-site accounting support for departmental special events (i.e. regattas, ski swap, etc.) as required.</li>
</ul>
Long Term Financial Planning, and Forecasting
<ul>
<li>Develops financial forecasts to determine necessary funding levels for ASI regarding distribution/allocation of fiscal resources.</li>
<li>Monitors the use of student fee revenue and recommends timing and levels of necessary fee increases.</li>
<li>Develops long-term capital funding plans and budgets including maintaining appropriate reserve increases.</li>
<li>Manages investment and banking operations.&nbsp;</li>
<li>Advises Executive Director on all financial matters.</li>
</ul>
Fiscal Services
<ul>
<li>Serves as an advisor to the ASI Student Board of Directors. Provides guidance and support to all elected ASI student officers, especially the ASI Student Vice President of Finance, in the fulfillment of their responsibilities, and to student club and organization officers on the use of ASI funds.</li>
<li>Organizes, directs and supervises the preparation of ASl's annual budget in accordance with the guidelines provided by the ASI Finance and Budget Committee.</li>
<li>Implements the approved budget, and works with ASI department directors to ensure that operations remain within the scope of the approved budget.</li>
<li>Coordinates with the ASI Student Vice President of Finance in the annual budget review process.</li>
<li>Develops and presents ASI budget to the ASI Student Board of Directors and reports on budget status throughout the year to the Student Board of Directors.</li>
<li>Oversees the management of corporate bank accounts.</li>
<li>Oversees internal audit plan; acts as liaison to external audit firm.</li>
<li>Monitors gifts and donations, sales tax liability, fixed asset management and inventory, insurance coverage, and contractual agreements that bind ASI.</li>
<li>Serves as a key resource to ASI Student Government/ASI Student Board of Directors regarding fiscal policies, procedures, and processes.</li>
<li>Fulfills ASl's responsibilities as fiscal agent for the State Hornet Newspaper and Union WELL.</li>
<li>Manages services as agreed upon in the Memorandums of Understanding, including completing and overseeing the financial transactions, record keeping, account collections and financial statements.</li>
<li>Maintains and update the Financial Policy Manual.</li>
</ul>
Committees
<ul>
<li>Serves as a member of the ASI Management Work Team</li>
<li>Serves as a non-voting member of the ASI Finance and Budget Committee</li>
<li>Serves as a non-voting member of the ASI Student Board of Directors</li>
<li>Serves as a member of the AOA Business and Financial Services Committee</li>
<li>Serves as a member of the Student Affairs Manager Group; attends all meetings</li>
</ul>
ADMINISTRATION
<ul>
<li>Ensures effective day-to-day oversight of central corporate functions, including strategic planning, organizational effectiveness, risk management, corporate records, and infrastructure.</li>
<li>Complies with ASI policies, practices and procedures in leading, supervising and managing the ASI Accounting Services department.</li>
<li>Increases the operational strength of the organization through supporting staff professional development.</li>
<li>Supervises the Information Technology team to deliver technical support, network administration, information security, and procurement.&nbsp; Recommends technology strategies and solutions by evaluating organization needs, identifying problems, evaluating trends, and anticipating requirements.</li>
<li>Follows all relevant university policies, procedures, and guidelines including, but not limited to, safety, civility, information security, and non-discrimination policies and procedures.</li>
</ul>
Assessment
<ul>
<li>Develop and execute assessment of programs and/or services for areas of responsibility including, but not limited to, setting and implementing goals, evaluating outcomes and ongoing enhancement.&nbsp;</li>
<li>Participate in the overall ASI assessment planning and goal setting.</li>
</ul>
CORE COMPETENCIES 
<ul>
<li>Leading the Department: Manages and supports organizational transformation; aligns department initiatives with ASI’s mission and vision.</li>
<li>Leading Self: Adheres to the highest standards of ethics, is open to new ideas and approaches; and exhibits leadership behaviors.</li>
<li>Leading Others: Manages effective teams and work groups effectively; builds and maintains relationships.</li>
<li>Effective Communicator: Demonstrates open, honest and respectful written and verbal communication. Communicates effectively both verbally and in writing with staff, employees and public.</li>
<li>Flexible/Adaptable: Maintains effectiveness in varying work environments where circumstances and priorities are changing.</li>
<li>Resilient: Maintains high performance and composure under pressure, opposition or criticism.</li>
<li>Creativity/Innovation: Encourages new ideas and innovations in programming; questions conventional approaches.</li>
<li>Financial Management: Prepares, justifies and administers the program budget. Monitors expenditures and uses cost benefit thinking to set department priorities.</li>
<li>Policies, Process and Procedures: Acts in accordance with established guidelines; communicates and enforces Associated Students Inc. policies and procedures.</li>
<li>Partnership: Works effectively and collaboratively with campus constituencies to serve a diverse customer population.</li>
<li>Customer-Focused: proactively seeks and finds ways to provide the highest standards of service. </li>
<li>Problem-Solver: Demonstrates broad ways to analyze and handle complex problems and situations.&nbsp;</li>
<li>Cooperation: Works effectively with others in order to achieve a shared goal; follows instructions.</li>
</ul>
Minimum Qualifications
<ul>
<li>Ability to manage the quality and content of organizational finance and accounting, typically demonstrated by eight (8) years of experience managing the fiscal and administrative functions of a complex business unit or a large non-profit and/or the possession of a bachelor’s degree in accounting, finance, business administration or a related field. Relevant work experience may be substitute for required education.</li>
<li>Minimum five (5) years of experience compiling, developing, preparing and publishing comprehensive financial statements in a FASB and/or GASB environment.</li>
<li>Ability to analyze data, develop, and maintain complex statistical and management reports.</li>
<li>Ability to effectively communicate financial concepts to audiences with varying degrees of financial aptitude.</li>
<li>Supervisory experience required.</li>
</ul>
PREFERRED Qualifications
<ul>
<li>Advanced degree in accounting, finance, business administration or related field, from an accredited university. Certified Public Accountant (CPA).</li>
<li>Financial management experience in higher education or with a non-­ profit 501(c)(3) organization.</li>
<li>Demonstrated success in establishing and maintaining collegial professional relationships, and delivering first-rate customer service during their most recent five years’ work experience.</li>
<li>Experience working with a Board of Directors, preferably related to a non-profit 501(c)(3) or higher education organization.</li>
<li>Experience supervising a segment of a large information technology operation or all aspects of a small information technology operation.</li>
<li>Experience supervising a major segment of a large accounting operation, or all aspects of a small accounting operation.</li>
<li>Experience in strategic planning for an organization with a variety of departments.</li>
<li>Experience working with external auditors and resolving identified audit findings.</li>
</ul>
PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. While performing the duties of this job, the employee is regularly required to stand, walk, use hands to fingers, handle, feel, reach with hands and arms, talk and hear. The employee must:
<ul>
<li>Occasionally lift and/or move up to 50 pounds.</li>
<li>Must be able to climb, kneel, squat, reach overhead</li>
</ul>
WORK ENVIRONMENT 
<ul>
<li>Office setting</li>
</ul>

Director of Finance

<h3>Job Description</h3>
Job DescriptionJump into the world of insurance sales by applying to join our growing team as an entry-level insurance agent! We are looking for a people person with strong listening skills, attention to detail, and the ability to effectively communicate insurance programs and plans to new customers. Our ideal candidate will embrace the opportunity to drive insurance sales among potential clients and new clients through a mix of networking, referrals, and marketing strategies. If you’re seeking a flexible full-time position that offers a world of advancement potential, send us your resume today!Compensation:
$65,000 - $95,000 at plan yearly
Responsibilities:
<ul>
<li>Commit to remaining educated about the various types of insurance, insurance-related protocols, and policy changes to ensure fulfillment of program requirements and ensure our customers are satisfied</li>
<li>Take ownership of ensuring there are accurate records of all necessary bookkeeping, client, and sales reports in order to track and communicate the status of assigned goals</li>
<li>Conduct meetings with new and potential clients and carefully listen to their individual circumstances in order to present the best insurance policies to meet their needs</li>
<li>Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs</li>
<li>Implement marketing strategies including, but not limited, to cold calling and networking to connect with potential clients while simultaneously maintaining a portfolio of current clients</li>
</ul>
Qualifications:
<ul>
<li>High school diploma required; bachelor’s degree a plus</li>
<li>Strong analytical, communication, and interpersonal skills required; customer service experience is a plus</li>
<li>Valid insurance license required or candidates must be willing to get licensed</li>
<li>Basic computer skills including proficiency with Microsoft Office suite is required</li>
<li>Open to embracing the insurance industry and becoming educated about its relevant state and federal regulations</li>
</ul>
About Company 
As a New York Life Financial Services Representative, you'll be offering high-quality life insurance Financial Products for Insurance and Retirement Planning needs.
You will also:
<ul>
<li>Develop and implement business and marketing plans</li>
<li>Prospect for potential clients</li>
<li>Discuss the financial concerns and needs of individuals</li>
<li>Present potential solutions using our world-class suite of products and services</li>
<li>Develop your professional skills and knowledge</li>
</ul>

Insurance Sales Agent

<h3>Job Description</h3>
Job Description
Farm Bureau Financial Services is seeking an Insurance Sales Agent to help clients protect what matters most. This role is more than just sales; it’s about building trusted relationships and being a pillar in the community. Agents provide guidance and support to individuals and families, helping them understand their insurance options and secure their futures.
 
Why join us? 
<ul>
<li>Ongoing training and education to support your growth</li>
<li>Marketing tools, resources, and personalized coaching</li>
<li>Support from experienced marketing coaches and district managers</li>
<li>Proven programs designed to help agents succeed long-term</li>
<li>Backing of a trusted organization with a strong community presence</li>
<li>Incentive travel opportunities and cash bonuses</li>
<li>Learn more at BeAFarmBureauAgent.com</li>
</ul>
Compensation:
$150,000 yearly
Responsibilities:
<ul>
<li>Oversee administrative tasks, including budgeting and recruiting</li>
<li>Guide clients through the claims process when needed</li>
<li>Maintain accurate records of client interactions and business activity</li>
<li>Stay current on industry regulations and insurance product offerings</li>
<li>Meet with clients to assess their insurance needs and recommend tailored coverage options</li>
</ul>
Qualifications:
<ul>
<li>Background or experience in agriculture is a plus</li>
<li>Must be highly motivated, results-driven, with exceptional interpersonal skills</li>
<li>Experience with developing marketing and sales plans is required</li>
<li>Ability to manage office operations and hire staff</li>
<li>Proven track record of personal or professional success</li>
</ul>
About Company 
Being a Farm Bureau agent is much more than just sales – it’s all about building relationships, being a pillar in your community, making a difference, and helping people protect what matters most to them.
Farm Bureau Financial Services also has ongoing training and education opportunities, sales and marketing support, and resources to help you get your career off the ground. From marketing coaches to district managers, you will be supplied with the tools necessary to become a successful agent. Visit BeAFarmBureauAgent.com to learn more.

<h3>Job Description</h3>
Job DescriptionInsurance Sales Agent – Join Our Winning Team at GoldenTrust Insurance Are you a motivated, energetic professional ready to take your sales career to the next level? GoldenTrust Insurance is expanding and looking for driven Insurance Sales Agents to join our high-performing team. At GoldenTrust, we empower our agents with the tools, support, and opportunities they need to succeed. If you thrive in a fast-paced environment, are passionate about helping clients, and want to be part of a company that values growth and excellence—this is the opportunity for you. Why Join GoldenTrust?
<ul>
<li>Pre-qualified live leads provided through proven marketing strategies</li>
<li>No underwriting or policy renewals—focus solely on sales</li>
<li>Supportive team environment and structured sales process</li>
<li>Real opportunity to build a long-term, rewarding career</li>
</ul>
 Benefits/Perks:
<ul>
<li>Competitive Base Pay: $17–$28 per hour</li>
<li>Uncapped Commission Structure</li>
<li>$2,500 Signing Bonus</li>
<li>Bonus Opportunities</li>
<li>Paid Time Off and Flexible Scheduling</li>
<li>401(k) Retirement Plan</li>
</ul>
 Job DescriptionThe Personal Lines Producer at {{ account.name }} is responsible for maintaining and maximizing profitable relationships with personal lines clients and for growing the book of business through new client sales.&nbsp; Responsibilities:&nbsp;
<ul>
<li>Achieve new business production goals and sales targets</li>
<li>Prospect and generate leads via phone, networking, and other methods</li>
<li>Develop quotes, present options, and close sales</li>
<li>Maintain up-to-date knowledge of insurance products</li>
</ul>
&nbsp;&nbsp;Qualifications:
<ul>
<li>Must hold a valid Florida 4-40 or 2-20 Insurance License (Required)</li>
<li>1+ year of insurance sales experience (Required)</li>
<li>Strong interpersonal and communication skills</li>
<li>Self-starter with excellent time management</li>
<li>Problem-solving and negotiation skills</li>
<li>Bilingual (Spanish/English)</li>
</ul>
&nbsp;

<h3>Job Description</h3>
Job DescriptionJump into the world of insurance sales by applying to join our growing team as an entry-level insurance agent! We are looking for a people person with strong listening skills, attention to detail, and the ability to effectively communicate insurance programs and plans to new customers. Our ideal candidate will embrace the opportunity to drive insurance sales among potential clients and new clients through a mix of networking, referrals, and marketing strategies. If you’re seeking a flexible full-time position that offers a world of advancement potential, send us your resume today!Compensation:
$120,000+ at plan earnings
Responsibilities:
<ul>
<li>Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling and networking</li>
<li>Commit to remaining educated about the various types of insurance, insurance-related protocols, and policy changes to ensure fulfillment of program requirements and ensure our customers are satisfied</li>
<li>Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs</li>
<li>Take ownership of ensuring there are accurate records of all necessary bookkeeping, client, and sales reports in order to track and communicate the status of assigned goals</li>
<li>Conduct meetings with new and potential clients and carefully listen to their individual circumstances in order to present the best insurance policies to meet their needs</li>
</ul>
<ul>
<li>Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals</li>
<li>Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations</li>
<li>Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and services we offer</li>
<li>Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional</li>
<li>Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products</li>
</ul>
Qualifications:
<ul>
<li>Basic computer skills including proficiency with Microsoft Office suite is required</li>
<li>High school diploma required; bachelor’s degree a plus</li>
<li>Open to embracing the insurance industry and becoming educated about its relevant state and federal regulations</li>
<li>Basic understanding of sales lead or accounting software is helpful</li>
<li>Must be a superb communicator able to carefully analyze complex ideas like insurance programs; experience working in customer service is beneficial</li>
</ul>
<ul>
<li>Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and services we offer</li>
<li>Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional</li>
<li>Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products</li>
</ul>
About Company 
About New York Life
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients.
Awards &amp; Accolades
We’re proud of our financial strength:
<ul>
<li>A++ Superior (A.M. Best)</li>
<li>AAA Exceptionally Strong (Fitch)</li>
<li>Aaa Exceptional (Moody’s)</li>
<li>AA+ Very Strong (Standard &amp; Poor’s)</li>
</ul>

<h3>Job Description</h3>
Job Description
Are you ready to build a career where your income, growth, and success are fully in your control?
At The Joy Pike Agency, were not just another agency were a high-performing, family-driven, and growth-focused team. We are shaping the future of the insurance industry right here in North Richland Hills, Texas.
Were searching for ambitious, coachable, and competitive individuals who want to make an impact, earn uncapped income, and be part of something special.
 Benefits
Annual Base Salary + Commission + Bonus Opportunities
Paid Time Off (PTO)
Flexible Schedule
Mon-Fri Schedule
Career Growth Opportunities
Hands on Training
Health Insurance
Crunch Fitness Membership

 Responsibilities 
Engage with new and existing clients to quote and sell auto, home, life, and commercial insurance.
Deliver an exceptional client experience through trust, follow-up, and personalized service.
Manage leads and activity in our CRM to hit daily and monthly sales goals.
Collaborate with teammates in a friendly, growth-focused environment.
Identify opportunities to cross-sell and upsell coverage.
Participate in team meetings and ongoing sales training to sharpen your skills.
 Requirements 
What Were Looking For:
Strong communicator who connects quickly with clients
Self-motivated and competitive with a drive to win
Integrity, accountability, and a passion for helping others
Willingness to learn and adapt in a fast-paced environment
Sales experience is a plus but not required

<h3>Job Description</h3>
Job Description
Join our dynamic team at Farmers Insurance - A Maxie Agency, where we prioritize customer satisfaction and offer a rewarding career path. We are seeking motivated and dedicated individuals to join us as Insurance Sales Agents, a role integral to our mission of providing exceptional insurance solutions to our clients.
 Benefits
Annual Base Salary Based on Experience
Competitive salary with performance-based incentives.
Comprehensive training and professional development opportunities.
Mon-Fri Schedule

 Responsibilities 
Client Engagement: Establish and maintain strong relationships with clients by understanding their unique needs and offering tailored insurance solutions.
- Sales Generation: Proactively identify and pursue new business opportunities through networking, referrals, and cold calling and perform other lead generation activities to meet or exceed sales targets. Prospecting and generating new business through leads &amp; referral sources. 
- Product Knowledge: Develop a deep understanding of our diverse insurance products and services, and effectively communicate these to potential and existing clients.
- Customer Service: Provide exceptional customer service, ensuring clients understand their policies and are satisfied with their coverage.
- Policy Management: Assist clients in understanding policy options, coverage terms, and making informed decisions. Aid in the processing of policy renewals and changes.
- Compliance and Documentation: Ensure all sales activities meet regulatory requirements and maintain accurate records of client interactions and transactions.
- Team Collaboration: Work collaboratively with team members to achieve agency goals and enhance the overall customer experience.
 Requirements 
- Previous experience in sales, customer service, or related field is preferred.
- Excellent communication and interpersonal skills.
- Strong organizational and time-management abilities.
- Self-motivated with a results-driven mindset.
- Ability to analyze client needs and propose optimal insurance solutions.
- Basic computer proficiency and familiarity with CRM software.
- Valid insurance license or willingness to obtain one within a specified period.
- Bilingual, fluent in both English and Spanish is beneficial.

<h3>Job Description</h3>
Job Description
Licensed Insurance Sales Agent
Fast-Track to Agency Ownership | Top-Performing Farmers Insurance Agency
 
Are you a competitive sales professional who wants more than a paycheck?
More ownership. More upside. More growth.
 
This is your chance to join one of the top-performing Farmers Insurance agencies in the country and fast-track your career toward agency ownership with direct mentorship from a proven leader.
 
Were not building average producerswere developing future agency owners.
 
If youre hungry, coachable, and tired of capped commissions or dead-end roles, this opportunity was built for you.
 
Why This Opportunity Is Different
 
You wont be just another sales rep. Youll work side-by-side with an agency that consistently ranks at the top, using proven systems, elite sales processes, and real-world coaching that most agents never get access to.
 
This is a launchpad, not a job.
 
What Youll Do
 
 Work warm, high-intent leads (no cold call lists)
 Sell in-demand products: Auto, Home, Life, and more
 Build long-term client relationships and close deals daily
 Receive daily, hands-on coaching from a top-performing agency owner
 Learn the exact systems needed to run and grow your own agency
 Prepare to launch your own Farmers agency in as little as 12 months
 
What Youll Get
 
 Uncapped commissions + monthly bonuses + residual income
 One-on-one mentorship from a veteran, high-performing agency leader
 Proven marketing systems, lead flow, and sales tools
 A clear, structured path to agency ownership
 A culture built on growth, accountability, and winning
 
Who Were Looking For
 
 Currently licensed in P&amp;C or willing to get licensed quickly
 Proven sales experience (B2C, B2B, retail, or commission-based roles)
 Confident communicator and strong closer
 Competitive, driven, and coachable
 Entrepreneurial mindset with a desire to lead and build something real
 
No insurance experience? No problem.
If you bring the work ethic and mindset, well provide the training, licensing support, and roadmap.
 
This Role Is For You If
 
You want to bet on yourself, learn from one of the best, and build a long-term careernot just punch a clock.
 
Apply today and start building your future with Farmers Insurance and one of the best agencies in the country.
 Benefits
Annual Base Salary + Commission + Bonus Opportunities
Paid Time Off (PTO)
Mon-Fri Schedule
Evenings Off
Hands on Training
Career Growth Opportunities

 Responsibilities 
<ul>
<li>Client Engagement: Reach out to clients, assess needs, and offer tailored insurance solutions.</li>
<li>Sales Goals: Meet or exceed sales targets across various insurance products.</li>
<li>Policy Support: Handle policy updates, renewals, and claims assistance.</li>
<li>Training &amp; Development: Participate in training and receive one-on-one mentorship with the agency owner.</li>
<li>Community Presence: Represent the agency at local events and network within the community.</li>
<li>Operational Support: Assist with daily agency operations to learn agency management.</li>
<li>Path to Ownership: Gradually take on responsibilities aimed at preparing for agency ownership.</li>
</ul>
 Requirements 
<ul>
<li>Licensing: Ability to obtain insurance licenses within a set timeframe.</li>
<li>Experience: Sales or customer service experience preferred.</li>
<li>Skills: Strong communication, organization, and tech proficiency.</li>
<li>Community Involvement: Interest in networking and local engagement.</li>
<li>Growth Mindset: Commitment to career growth, with agency ownership as a goal.</li>
</ul>

<h3>Job Description</h3>
Job Description
We are seeking a motivated insurance agent with an enterprising spirit to identify and convert sales leads for insurance policies while overseeing a robust portfolio of clients. The successful candidate will have served in a related insurance industry role in which he or she cultivated a pool of prospective clients through referrals, networking, cold calls, marketing initiatives, and other proactive sales strategies. 
 
If you are an enthusiastic, intuitive, and organized professional who thrives in a multifaceted role, this job is for you! We’ll provide you with the training, mentoring, and support you need to take your earning potential into your own hands. If this sounds like you, apply today!
Compensation:
$121,000 - $143,000 yearly
Responsibilities:
<ul>
<li>Ensure bookkeeping systems, sales databases, and customer records are maintained to report progress toward monthly initiatives to stakeholders</li>
<li>Listen attentively to new and potential clients, evaluate their needs and their financial statuses, and propose ideal plan options for their unique circumstances and insurance needs</li>
<li>Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients</li>
<li>Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish</li>
<li>Create tailored risk management strategies directly with clients that align with their risk profiles</li>
</ul>
Qualifications:
<ul>
<li>Experience with accounting and or sales lead software is a plus</li>
<li>Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulations</li>
<li>Bachelor’s degree preferred; high school diploma required</li>
<li>Excellent communication, customer service, analytical, and interpersonal skills are necessary </li>
<li>Candidates should have basic computer skills and be able to use Microsoft Office programs</li>
</ul>
About Company 
Sherrill Insurance Agency partners with Fortune 500 and Fortune 100 companies to market and sell their products. We focus on the Senior Market to evaluate and meet their insurance needs.
<ul>
<li>No cold calling</li>
<li>No Prospecting</li>
<li>All Lead-based Sales</li>
<li>Six-figure Mentorship</li>
<li>Training</li>
</ul>
We are looking for go-getters who are ready to take their careers to the next level.

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