Part-Time Licensed Sales and Account Manager – Life & Health and Property & Casualty Insurance

Location

Santa Clara, CA (or surrounding area; hybrid/remote options may be considered based on candidate)

Part-Time (approximately 20–30 hours per week to start, with strong performance-based opportunity to transition to Full-Time within the first year)

Base pay plus generous commissions on new sales and renewals. Commissions scale over time with tenure, performance, production volume, and client retention—offering significant growth potential. Performance-based bonuses and additional incentives available. Earning potential increases substantially with transition to full-time and as you build your book of business.

We are a growing insurance agency seeking a motivated, self-driven professional to join our team as a Part-Time Licensed Sales and Account Manager.

This multifaceted role combines new business sales, client account management, office assistant/administrative support, and direct assistance to the agency owner. You'll help individuals and businesses secure essential Life & Health and Property & Casualty coverage, provide exceptional client service, and keep daily operations running smoothly while contributing to the agency's expansion.

The position begins part-time with flexible scheduling to accommodate your availability. Demonstrated success in sales, client service, administrative efficiency, and overall contribution will open the clear pathway to full-time employment—typically within the first year—allowing you to build a sustainable career with us.

If you're a proactive go-getter who excels at relationship-building, problem-solving, multitasking in a fast-paced environment, and driving results, this is an outstanding opportunity to earn uncapped commissions, bonuses, and help elevate our company to the next level.

• Prospect, qualify, and close new sales for Life & Health insurance (e.g., term life, whole life, health plans, Medicare) and Property & Casualty insurance (e.g., auto, home, renters, business, liability).
• Manage and service existing client accounts, including policy reviews, renewals, cross-selling/up-selling, and addressing client needs.
• Build and maintain strong, long-term client relationships through exceptional, personalized service and advice.
• Conduct thorough needs analyses and recommend compliant, tailored insurance solutions.
• Handle incoming phone calls, emails, and inquiries professionally; direct or respond to client questions, provide basic policy information, and escalate complex issues as needed.
• Perform office assistant duties, including data entry, updating client records and databases, filing/scanning documents, processing paperwork, preparing certificates of insurance or basic endorsements, and maintaining organized files.
• Assist with scheduling appointments, client follow-ups, meetings, and agency events.
• Support daily office operations: sort and distribute mail/emails, order and manage office supplies, track basic expenses, and ensure the office environment remains efficient and professional.
• Assist the agency owner with administrative tasks, marketing initiatives, lead follow-up, report preparation, and other operational activities to support growth.
• Maintain accurate records, documentation, and full compliance with all regulations.
• Stay informed on insurance products, industry developments, and regulatory updates.
• Actively generate leads through networking, referrals, outreach, and other business development efforts.

• Must hold (or be able and committed to obtaining within 90 days of hire) active Life & Health and Property & Casualty insurance licenses in California (or reciprocal states). Licensing support available if needed.
• Strong self-starter mentality with high self-motivation, initiative, and a "do what it takes" attitude.
• Investigative/problem-solving mindset to deeply assess client risks and coverage needs.
• Unwavering commitment to compliance, ethics, and regulatory standards in the insurance industry.
• Excellent verbal and written communication skills to clearly explain complex concepts, handle inquiries courteously, and foster client trust.
• Proficiency in Microsoft Office Suite (Word,…