Insurance Specialist

Benefits Insurance Specialist

Job description – Benefits

• Group Health, Dental, Vision, and Life Insurance for employee and dependents, with company currently contributing 100% towards base HMO or PPO coverage, with additional options available for expanded coverage and dependent care.
• Health Savings Account, Short‑Term and Long‑Term disability options
• Paid time off, accrued paid sick days and time off to devote to your favourite charity
• Paid Holidays, including the day after Thanksgiving
• 401K retirement program with company contribution matching
• Access to our Employee Assistance Program

The Benefits Insurance Specialist provides quotes to prospective customers, discusses options, and consults with customers to meet their insurance needs. This role is responsible for building relationships and producing insurance sales.

This role begins as an Account Manager with a blended focus on client service and new business development, with the goal of transitioning into a full Producer position upon achieving defined sales milestones

Full‑time position, onsite
. You may find the location of your nearest Inszone office by visiting

Licensing is required
.

NOTE:
This role is in no way related to the administration of employee benefits such as one might see in a company Human Resources Department. This role supports the SALE of employee benefits to organizations.

• Follow up with prospects – WE PROVIDE LEADS!
• Quote and sell policies
• Protect the best interests of both our clients and insurance company partners
• Follow up and see tasks through to completion
• Appropriately document contact opportunities
• Act with professionalism, understanding the importance of both a sales and a services mindset

• Licensed – Active Property & Casualty License required. Insurance experience necessary.
• Insurance Experience – Prior personal insurance experience required.
• Multi‑tasking – Ability to successfully manage different projects and tasks in a fast‑paced environment.
• Communication – The ability to speak and write in a clear and calm manner, ensuring customer satisfaction above all.
• Organization – Ability to plan and operate in a well‑organized manner.
• Team Oriented – Ability to work as a part of a team, as well as maintain a positive attitude and good energy in the workplace.

• Licensing required.

• Prolonged periods sitting at a desk and working on a computer.

Founded in 2002 in Rancho Cordova, CA, Inszone Insurance Services is a customer‑centric, full‑service insurance agency established to deliver personalized and comprehensive insurance solutions. Under its current ownership, in 2013 the company embarked on a rigorous expansion strategy. Inszone entered the Nevada market in 2018 and Arizona in 2019. A 2020 partnership with BHMS Investments and a 2023 partnership with Lightyear Capital enabled expansions into additional states across the country, 18 in all at the close of 2024.

Concurrently, Inszone experienced significant internal growth, starting with a team of just 25 employees and now proudly boasting more than 1,000 team members. This expansion was coupled with the company’s recognition in Insurance Journal’s Top 100 Property/Casualty Agencies list at #29.

At Inszone, we’re passionate about the insurance industry and strive to create a unique company that we’re proud to be a part of. With over 20 years of experience in the business, we focus on growing organically and through strategic mergers and acquisitions. Every decision we make is guided by our unwavering commitment to our team members, customers, and our carriers—each an integral part of the Inszone process.

Our mission is to deliver comprehensive and personalized insurance solutions, and our guiding values emphasize strong relationships with our customers, ensuring their satisfaction above all. Looking ahead, we aim to further solidify our footprint by establishing locations in all 50 states of the USA. Our journey thus far has been one of resilience, differentiation, and innovation. Guided by our values, goals, and our excellent service to our customers, we will continue our growth trajectory and consistently improve our standing in the industry.

Profitable. Professional. Honest. Positive. Collaborative. Supportive. Committed. Accountable. These values and more are the hallmarks of Inszone. Apply today and see for yourself!