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Director, Sales and Marketing (Director I) CalOptima CalOptima Health is seeking a highly motivvresponsible for overseeing the execution and leading the implementation of member outreach, acquisition and retention strategies and tactics. The incumbent will develop and maintain strong relationships between CalOptima Health, current and potential members, employed sales and marketing team, PACE marketing and enrollment team, external Field Marketing Organizations (FMO) or external broker agencies including their independent brokers and contracted health networks and providers throughout CalOptima Health's service area. The incumbent will function as the business over for operations and systems implementation related to sales channels, including broker portals and interfaces. The incumbent will be responsible for increasing the visibility of CalOptima Health's competitive lines of business through marketing, outreach and education. The incumbent will be responsible for driving membership growth through employed and independent agents to increase enrollment into CalOptima Health's competitive lines of business. Position Information: 
<ul>
<li>Department: OneCare Sales &amp; Marketing </li>
<li>Salary Grade: 320 - $170,772 - $273,234 ($82.10 - $131.3625) </li>
<li>Work Arrangement: Partial Telework **This position is eligible for telework in California.** </li>
</ul>
 Duties &amp; Responsibilities: 
<ul>
<li>45% - Leadership Functions
<ul>
<li>Cultivates and promotes a mission-driven culture of high-quality performance, with a member focus on customer service, consistency, dignity and accountability.</li>
<li>Directs and assists the team in carrying out department responsibilities and collaborates with the leadership team and staff to support short- and long-term goals/priorities for the marketing and sales department.</li>
<li>Provides direction and accountability, in a dotted line capacity, to the Manager, PACE Outreach and Education and the Senior Director of Strategic Development overseeing Covered California.</li>
<li>Hires and trains department managers and staff, sets monthly or quarterly goals based on direction from the executive director and leadership.</li>
<li>Directs and oversee the participation of the OneCare, PACE and Covered California sales agents at outreach and retention events and activities conducted by the respective outreach and education program managers and staff.</li>
<li>Onboards and manages relationships and production of new enrollment by FMO and/or broker agencies.</li>
<li>Collaborates with executive director, senior director, strategic development and other lines of business leadership and staff in all relevant internal departments to share information and promote a positive and collaborative business relationships with vendors and providers.</li>
<li>Partners with the Provider Relations department to develop and conduct provider communications and updates.</li>
<li>Partners with Health Network Provider Relations department on outreach and updates the contracted networks regarding enrollment strategies and tactics.</li>
<li>Provides subject matter expertise and strategic advice regarding the development of competitive benefit plans for all CalOptima Health competitive lines of business. </li>
</ul>
</li>
<li>50% - Program Oversight
<ul>
<li>Sets monthly and/or quarterly goals from each FMO or broker agency aligned with direction from the executive director, senior director, strategic development and CalOptima Health leadership.</li>
<li>Plans and hosts weekly, monthly and/or quarterly joint operation meetings with each contracted FMO and/or broker agencies.</li>
<li>Oversees the development and content for annual training, certification or re-certification of employed and independent agents.</li>
<li>Develops and oversees an agent/broker customer service support function.</li>
<li>Manages the updates of content for CalOptima Health's Agency and Agent Manuals.</li>
<li>Directs and collaborates closely with internal departments to maintain CalOptima Health's sales agent portal, including maximizing automation of broker support systems and services.</li>
<li>Collaborates with the Communications department and competitive line of business leaders in the development of marketing and advertising campaigns.</li>
<li>Monitors OneCare, PACE and Covered California programs member/participant retention rates, identifies root causes of voluntary disenrollment trends and develops strategies and tactics for maximizing retention and positive member/participant experience and satisfaction.</li>
<li>Ensures compliance with all Center for Medicare &amp; Medicaid Services (CMS), state Medi-Cal and Department of Managed Health Care (DMHC) marketing, sales and enrollment regulations.</li>
<li>Develops and manages the annual departmental budget.</li>
<li>Develop policies, procedures and standards for all department activities and member enrollment processes.</li>
<li>Oversee the maintenance of all department records and reports. </li>
</ul>
</li>
<li>5% - Completes other projects and duties as assigned. </li>
</ul>
 Minimum Qualifications: 
<ul>
<li>Bachelor's degree PLUS 7 years of experience in management position working with the needs of seniors and persons with disabilities in marketing, sales, outreach or enrollment 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>
<li>4 years of progressive leadership experience, including direct supervision of staff required. </li>
<li>Health maintenance organization (HMO), Medi-Cal/Medicaid, Medicare and individual market insurance products or Covered California experience required. </li>
<li>Driver's license and vehicle or other approved means of transportation and an acceptable driving record will be required for work away from the primary office 50% of the time or more. </li>
</ul>
 Preferred Qualifications: 
<ul>
<li>Master's degree.</li>
</ul>
 Required Licensure / Certifications: 
<ul>
<li>n/a</li>
</ul>
 Knowledge &amp; Abilities: 
<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>
 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>
 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>
 About CalOptima Health: CalOptima Health is the single largest health plan in Orange County, serving one in four residents. Our motto - "Better. Together." - is at the heart of our mission to serve members with excellence, dignity and respect. We are a public agency made up of compassionate leaders and professionals working together to strengthen our community's health. We are continuing to build a culture that promotes diversity and inclusion within our community where employees have a sense of belonging, and are valued for their ideas, contributions, and their unique individual perspectives they bring. CalOptima Health has been recognized as one of Orange County's best places to work, so we know there is something special about our organization. It is why people choose to work here and why they choose to stay! About our Benefits &amp; Wellness options: At CalOptima Health, we know that a healthy and happy workforce is a thriving workforce, which is why we offer a comprehensive benefits package, including participation in the California Public Employees Retirement System (CalPERS), low-cost medical/vision/dental insurance options, and paid time off. To support quality work-life balance, we allow flexible scheduling during core business hours, telework options for some positions, and a wellness program featuring diverse activities. Additionally, CalOptima Health contributes 4% of pensionable earnings to a 401(a) retirement program with no required employee contribution. For those who are interested in additional retirement savings, employees have access to 457(b) retirement plans with pre/post-tax contribution options. For more information, please click on the <a href="https://apptrkr.com/get_redirect.php?id=6281715&amp;targetURL=https://alliantbenefits.cld.bz/25caloptimacabenguide" target="_blank">2025 CalOptima Health Benefits Guide</a> regarding our comprehensive benefits and wellness package. IMPORTANT APPLICATION INFORMATION AND INSTRUCTIONS Applications will be accepted on a continuous basis until a sufficient number of qualified applications have been received. The deadline for the first review of applications is June 20, 2025 at 9:00 PM (PST). Applicants are encouraged to apply early. Applicants that apply after the first review are not guaranteed to be considered for this recruitment. This recruitment may close at any time without notice after the first review date. The selection process may include, but is not limited to, a skills assessment, phone screen and interview. The successful candidate will be required to undergo a reference / background check (to include a conviction record) and if applicable also pass a post-offer pre-employment medical examination (which will include a drug screening). Internal CalOptima Health applicants should apply through InfoNet. Communication regarding your application will be sent to the email address listed on your application. Please check your email, including your SPAM folder, regularly throughout the recruitment process. You can also visit your candidate portal to receive the most up to date status of your application. 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/6281715" target="_blank">https://jobs.caloptima.org/jobs/director-sales-and-marketing-director-i-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-44d9784a7be71b4ea5b8439a9db16b3b

Director, Sales and Marketing (Director I)

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 Description
HealthMarkets Overview Job Description: 
If you’re looking for an exciting opportunity where you can change people’s lives and achieve financial success as an independent licensed insurance agent, you’ve come to the right place. Becoming an independent licensed insurance agent with HealthMarkets is an opportunity unlike any other. HealthMarkets offers licensed insurance agents the resources and support they need to grow their businesses and succeed in the industry, all while making a difference in people’s lives.
And who are we? HealthMarkets is a technology-enabled health insurance agency delivering high-touch, customized health and supplemental insurance solutions to individuals, families and small businesses. Millions of Americans depend on us to help explore their insurance coverage options – and we’re looking for licensed insurance agents like you to help us continue that mission.
So, whether you’re an experienced insurance agent looking for your next opportunity or are just starting out and looking for an opportunity to demonstrate your talents, HealthMarkets is the career move that can help change your life.
Job description: 
If you’re a licensed insurance agent with 4-5 years of experience, we want you. As an independently contracted licensed insurance agent with HealthMarkets, you’ll be collaborating with one of the largest independent health insurance agencies in the US. You’ll have the opportunity to grow a business, all while making a difference in people’s lives.
Not only that, but HealthMarkets will offer you the resources you need to succeed. We’ll give you access to leads, quoting tools, training resources, and more so you can focus on what you do best: selling. Contact us today and succeed on your terms with HealthMarkets.
Disclaimer: Licensed Insurance Agents with HealthMarkets Insurance Agency are self-employed acting as independent contractors and not as employees. HealthMarkets independent licensed insurance agents shall for all purposes be deemed to be independent contractors and shall have no authority to act or represent themselves as an employee or partner of HealthMarkets Insurance Agency. An Independent licensed insurance agent with HealthMarkets is a commission only opportunity. HealthMarkets Insurance Agency, Inc., is licensed as an insurance agency nationwide except in MA. Not all agents are licensed to sell all products. Service and product availability may vary by state.
51934-HM-0225
.
Company DescriptionExpect to have both a life and a career with HealthMarkets. When you join us as a Licensed Independent Insurance Agent, you'll be building a business that you control with our support. So, you can head out for a run, be there for your kid's soccer matches – even chase tornadoes if that's your thing. Start succeeding on your terms. HealthMarkets is a technology-enabled health insurance marketplace that delivers high-touch, customized health and supplemental insurance solutions. Our Licensed Independent Insurance Agents serve our customers by helping families, individuals, and small businesses find the coverage they need at a price they can afford.

Insurance Sales Agent

<h3>Job Description</h3>
Job Description
Kelly Insurance Agency is one of the fastest growing independent agencies in the country! Our rapidly growing operation is seeking a talented professional who's ambition and has a passion for selling insurance over the phone. We offer a competitive base and bonus compensation structure!
This position is for ambitious people who have the desire to advance their career while contributing to the company's success.
 
 Benefits
Annual Base Salary + Commission + Bonus Opportunities
Mon-Fri Schedule
Hands on Training
Paid Time Off (PTO)
Career Growth Opportunities
 Responsibilities 
<ul>
<li>Answering 30-50 inbound calls/day to quote and sell auto and home insurance</li>
<li>Meet new business production goals and objectives as established</li>
<li>Providing customers with a professional, high-value experience</li>
<li>Prepare personalized insurance quotes, overcome objections, and close sales while providing extraordinary customer service</li>
<li>Become a knowledge expert of our carrier insurance products</li>
<li>Work with-in our proprietary CRM to build your sales funnel</li>
<li>Follow up on and close your sales opportunities</li>
</ul>
What We Offer:
<ul>
<li>Base salary plus uncapped commissions and performance bonuses </li>
<li>Competitive benefits including paid training work/life balance, opportunity for professional advancement, paid holidays and paid time off</li>
<li>Constant supply of inbound leads with high intent consumers shopping for new auto and home insurance</li>
<li>Servicing is done by our service team so you can focus on selling and not servicing policies</li>
<li>Employee Referral Bonus</li>
<li>Extensive Paid Product training</li>
<li>Weekly/Monthly cash giveaways</li>
<li>Opportunity for immediate advancement - we promote within</li>
<li>Fully integrated technology to allow you to focus on selling and not on the system</li>
</ul>
 Requirements 
<ul>
<li>A valid P&amp;C license or able to obtain upon hire</li>
<li>Strong verbal and communication skills</li>
<li>Ability to handle a high volume of sales opportunities</li>
<li>Strong written communication skills. You should be able to compose your thoughts quickly, type quickly, and have strong spelling, grammar, and punctuation</li>
<li>Develop positive working relationships with clients and teammates</li>
<li>Be able to explain the differences in the competition's products</li>
<li>Great listening and closing skills</li>
<li>Maintain an upbeat, positive, and enthusiastic attitude daily</li>
<li>Willingness to learn and be coachable.</li>
<li>A great self-starter: nobody wants to be micro-managed, and we hate doing it too!</li>
<li>Strong computer skills with the ability to learn and multitask within multiple quoting systems</li>
<li>Possess a competitive sales drive to meet and exceed monthly goals</li>
<li>Have a track record of sales success</li>
</ul>
Experience:
<ul>
<li>Insurance sales: No experience necessary</li>
<li>Phone sales: 1+ years (Preferred)</li>
</ul>

<h3>Job Description</h3>
Job Description
Are you a motivated people person looking for the chance to break into a new industry? If the answer is “yes”, we are looking for you! Jump-start your career by joining our growing team as an entry-level insurance agent. Candidates with strong interpersonal communication skills will hit the ground running to facilitate insurance sales among new and prospective clients. Job seekers must have strong organizational skills, attention to detail, and an enthusiastic approach to customer service. If you're interested in an exciting opportunity to become a top-notch insurance sales representative, please apply today!
Compensation:
$80,000 - $110,000
Responsibilities:
<ul>
<li>Spend time listening to existing, new, and prospective clients to evaluate their needs and stage-of-life priorities before presenting insurance plan options for their specific circumstances</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>
<li>Update reports, records, bookkeeping systems, and other organizational tools to accurately report progress toward monthly insurance sales goals</li>
<li>Remain updated about insurance industry changes that may affect customers in your portfolio</li>
</ul>
Qualifications:
<ul>
<li>High school diploma necessary; college degree a bonus</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>
<li>Job seekers must already have or be willing to get an insurance license</li>
<li>Ability to learn and understand state and federal regulations that affect insurance sales, insurance clients, and the insurance industry as a whole</li>
</ul>
 
<ul>
<li>Valid Driver's License and reliable transportation for work related travel.</li>
</ul>
About Company 
At Houghton Agency, we specialize in providing tailored insurance solutions.
Our mission is to help clients with customized, cost-effective coverage that meets their unique needs.
Whether you’re planning for retirement or covering final expenses, we work with top-rated carriers to offer the best options.
With a client-focused approach, we provide clear, transparent guidance, helping you navigate the complexities of insurance. At Houghton Agency, we’re committed to building lasting relationships and delivering comprehensive, personalized insurance solutions.

<h3>Job Description</h3>
Job Description
Are you looking to build your career? Rural Mutual Insurance can help you fulfill your ambitions and give you the opportunity to learn, all while you build your own business! You will be joining a company dedicated to protecting the things that matter most to families in your community and serving as a trusted advisor to people by protecting their homes, cars, businesses, farms, and even their livelihoods. 
 
With the support of a base salary, plus the opportunity for commission and bonuses, you will receive training and the backing of a district manager as you onboard. Our agents become trusted members of the communities in which they serve and proudly keep our promise to make sure that premiums paid here, stay here to keep Wisconsin strong. Offering a $2,000 signing bonus.
 
$42,000 - $48,000 Base Salary; PLUS Commissions and Bonuses, and a $2,000 signing bonus
Compensation:
$42,000 - $48,000 Base Salary plus Commission &amp; Bonuses
Responsibilities:
<ul>
<li>Design and implement effective marketing strategies to sell new insurance policies or adjust existing ones</li>
<li>Contact potential clients and create rapport by networking, cold calling, using referrals, etc.</li>
<li>Evaluate and analyze the needs of business or individual customers and sell suitable protection plans across multiple lines of business</li>
<li>Conduct needs-based customer policy reviews</li>
<li>Stay abreast of the insurance industry and company protocols and policy changes to ensure fulfillment of all policy requirements, all while providing superior customer service</li>
<li>Keep sales databases, customer records, and related organizational tools current to accurately report progress of marketing and sales efforts</li>
<li>Capitalize on client cross-sale and retention opportunities</li>
</ul>
Qualifications:
<ul>
<li>Experience in delivering customer-centered solutions and creating long-lasting relationships</li>
<li>Excellent skills in communication: listening and presenting</li>
<li>Goal-oriented with a passion for achieving financial success</li>
<li>Skilled at networking and committed to the community in which you work</li>
<li>High level of integrity with a track record of showing consistency between words and actions</li>
<li>Licensed in property, casualty, and life insurance—or committed to obtaining licenses within 60 days of being hired</li>
</ul>
About Company 
At Rural Mutual Insurance, we have been protecting what we value in Wisconsin since 1934. Our reputation as one of the top 50 property and casualty companies in the country was built delivering on that promise exclusively for Wisconsin farms, businesses, and families. We provide Auto, Home, Life, Farm, and Commercial insurance throughout the state of Wisconsin.
We have a network of more than 150 Agents in 100+ locations across the state. Our agents live and work in your communities. We understand your needs and work as hard as you do to ensure you are well-protected with the coverage that is best for you. We prevent situations from becoming problems. Because we only do business in Wisconsin, we make sure that premiums paid here, stay here to keep Wisconsin strong. Since our founding, we have been headquartered in Madison.

<h3>Job Description</h3>
Job Description
Are you a detail-oriented insurance professional who thrives in a fast-paced, client-focused environment? Do you enjoy processing policies efficiently, supporting a team, and ensuring no detail falls through the cracks?
 
We’re looking for an Insurance Sales &amp; Service Representative to help power the success of our fast-growing agency. With over $10 million in written premium and 2,000+ active clients, we need someone who can process a high volume of policies, keep the back office running smoothly, support sales staff with policy onboarding, and serve clients with warmth and accuracy.
 
This is a full-time, in-office position based in Philadelphia, PA (Monday–Friday). You’ll be working on-site with a dedicated team that values collaboration, consistency, and high-quality service. You will be meeting with clients from our real estate offices regularly and making sure we deliver high-class wow experiences to them and their clients.&nbsp;
 
Compensation &amp; Benefits
<ul>
<li>Base Salary: $55,000 - $70,000 (commensurate with experience)</li>
<li>Bonus Plan Associated</li>
<li>Paid Time Off: Vacation time + all major national holidays</li>
<li>Health Insurance: The Company contributes toward monthly premiums</li>
<li>Tech Allowance</li>
<li>Professional Development: Training &amp; licensing reimbursement and paid continuing education, and certification opportunities</li>
</ul>
Compensation:
$55,000 - $70,000 DOE
Responsibilities:
What You’ll Do
Policy Processing &amp; Administrative Support:
<ul>
<li>Process and service a high volume of personal lines policies.</li>
<li>Handle administrative tasks such as data entry, document management, policy changes, renewals, cancellations, and endorsements.</li>
<li>Coordinate with carriers, producers, and underwriters to ensure timely and accurate processing.</li>
<li>Stay up to date on industry trends, coverage options, and regulatory changes to provide informed, compliant, and competitive solutions.</li>
</ul>
 
Client Relationship Support:
<ul>
<li>Serve as the in-house face of the company to clients and referral sources, helping to generate new business while continuing to maintain our old.&nbsp;</li>
<li>Serve as a friendly, knowledgeable point of contact for clients during onboarding, renewals, and coverage changes.</li>
<li>Communicate professionally via phone, email, and Zoom as needed.</li>
<li>Assist with billing questions, policy documentation, and general service requests.</li>
</ul>
 
Sales Support &amp; Policy Onboarding:
<ul>
<li>Support the sales team in generating new business through efficient follow-up on warm leads, referrals, and incoming inquiries.</li>
<li>Assist with quoting and onboarding personal and commercial lines policies, including auto, home, renters, umbrella, and small businesses.</li>
<li>Ensure all client documentation is accurate, complete, and submitted promptly to carriers.</li>
<li>Track policy progress and keep internal systems up to date from initial contact through binding.</li>
<li>Provide excellent customer service that helps build long-term relationships and encourages client retention and referrals.</li>
</ul>
 
Team Collaboration:
<ul>
<li>Work closely with the sales team to ensure seamless client onboarding and policy fulfillment.</li>
<li>Support the team with special projects, reporting, and compliance-related documentation.</li>
</ul>
 
Follow-Through &amp; Accuracy:
<ul>
<li>Be a strong finisher who follows up until every policy or task is fully completed.</li>
<li>Maintain accurate client records in the agency management system.</li>
</ul>
Qualifications:
Who You Are
<ul>
<li>2-3 years of experience in insurance, title, or a related sales and administrative field.</li>
<li>HAS P&amp;C license or is willing to obtain it within 120 days (licensed preferred).</li>
<li>Tech-savvy, organized, and able to manage high volumes of work with accuracy.</li>
<li>Strong verbal and written communication skills.</li>
<li>A "finisher" who takes ownership and follows through.</li>
<li>Friendly, helpful, and motivated by quality service.</li>
<li>Experience with EZlynx.</li>
</ul>
About Company 
At Customer First Insurance Agency, we truly live up to our name—putting clients and team members first. You’ll be part of a fast-paced, collaborative team that supports your growth, values your contributions, and rewards your reliability. Whether you’re looking to gain deeper insurance experience or build a long-term career, this is a place where you can thrive.
We help clients navigate their unique risks and find coverage they can count on—at a price they can afford. Currently serving residents of PA, NJ, DE, MD, NY, VA, WV, NC, SC, OH, TN, GA, FL, MO, MN, CO, AZ. We’re expanding quickly and building a team that reflects our commitment to service, integrity, and results.

<h3>Job Description</h3>
Job Description
Insurance Sales Producer – Brightway Insurance
Advance your career with Brightway Insurance, one of the largest and fastest-growing independent personal lines insurance agencies in the U.S. We offer access to more markets than other agencies, allowing our agents to provide customized insurance solutions tailored to each client’s unique needs—at a price they can afford.
We are expanding and looking for motivated insurance professionals or individuals with a proven track record of success who are eager to build a rewarding career. At Brightway, we invest in your success with industry-leading sales training, lead generation support, and mentorship from top-performing agents.
As a Brightway Insurance Sales Representative, you’ll focus on developing client relationships within your community and offering a full suite of insurance products, including Auto, Home, Commercial, and Life Insurance. Our streamlined operations allow you to maximize your sales efforts without being weighed down by administrative tasks.
Key Responsibilities:
<ul>
<li>Sell Auto, Home, Life, and Commercial Insurance using consultative sales techniques.</li>
<li>Identify and engage potential customers through established lead-generation methods.</li>
<li>Advise clients on tailored insurance solutions that meet their unique needs.</li>
<li>Develop and maintain strong business relationships.</li>
<li>Participate in incentive programs and sales contests to drive performance.</li>
<li>Consistently exceed sales targets for new business quotes and policy issuance.</li>
</ul>
Qualifications:
<ul>
<li>Experience in a fast-paced sales environment preferred.</li>
<li>High school diploma required.</li>
<li>Strong communication and interpersonal skills.</li>
<li>Persuasive negotiation abilities.</li>
<li>Excellent organizational and time-management skills to thrive in a dynamic, semi-autonomous environment.</li>
<li>Analytical skills to understand coverage details and underwriting guidelines.</li>
</ul>
If you’re ambitious, driven, and ready to grow in a thriving industry, join Brightway Insurance and take the next step in your career!

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