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Licensed Insurance Agent

Yardi Systems
United States, California, Santa Ana
3 Hutton Centre Drive (Show on map)
Feb 18, 2025

Licensed Insurance Agent

Santa Ana, CA

About the Role:

Join Yardi's ResidentShield team as a Licensed Insurance
Agent and help property management clients and renters find the right coverage.
In this role, you'll sell insurance policies, answer inquiries, and provide
top-tier customer service via phone, email, and chat. You'll assist clients
with policy changes, explain coverage options, and ensure smooth policy
management. With a strong focus on education and customer support, you'll help
renters understand their insurance needs while maintaining accurate records and
following up with prospective policyholders. If you're a detail-oriented
professional who enjoys helping clients navigate insurance options, this is the
perfect opportunity for you!

What You'll Do:

  • Answer a high-volume of calls from residents regarding
    policy changes, policy coverage questions, and policy purchases
  • Sell insurance policies
  • Connect with and fields inquiries from new and existing
    clients via phone, email, and chat; escalates complex inquires to the senior
    team members
  • Notify clients of policy updates, addresses policy holder
    changes, reviews potential rate changes
  • Assist property managers with set up of external policies in
    the property management platform
  • Review and update billing and processes policy
    reinstatements
  • Develop and maintain a solid understanding of insurance
    products and educates clients on the value of products and services
  • Document client interactions as per established department
    guidelines
  • Follow up with prospective policy holder

Who You Are:

  • High school diploma
    or GED
  • Property and
    Casualty Insurance license
  • One plus (1+) years
    or experience in the insurance industry
  • Excellent customer
    service and interpersonal skills
  • Excellent oral and
    written communication skills
  • Solid analytical
    skills and the ability to problem-solve effectively
  • Excellent attention
    to detail and the ability to follow processes
  • Presentation and
    sales skills
  • Proficient in
    Microsoft Office 365 desktop applications

Helpful to Have:

  • Bachelor's degree in business or related field
  • Bilingual (English/Spanish)

Real Estate runs on Yardi. About Us:

Yardi pioneers the property tech industry by seamlessly
blending 40 years of tradition with forward-thinking innovation. We've created
a team of over 9,000 employees in over 40 locations around the globe dedicated
to making great real estate software products.

Discover the Yardi Difference:

Yardi is more than just a software company - we are
dedicated to creating a positive impact in our communities. Annually, Yardi
extends philanthropic support to organizations chosen by our employees. Our
team has contributed to over 350 nonprofits globally, demonstrating our
commitment to various causes and communities.

Our award-winning culture, consistently recognized by
Glassdoor's prestigious "Best Place to Work", fosters support,
collaboration, and growth. We prioritize your well-being with comprehensive
benefits, including 100% paid employee medical premiums, company profit-sharing
plan, and flexible work arrangements.

#YardiCareers #hiring

$26.53/hr - $29.85/hr

All submissions for open positions should be received
through Yardi's applicant portal, accessed from Yardi's corporate website.

EOE/Race/Gender/Disability/Vets

*eb

#LI-Hybrid

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