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licensed customer service and sales representative California

39 licensed customer service and sales representative jobs found

The Standard
03/23/2026  
Sales Representative - Employee Benefits
The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary Our Employee Benefits sales team is growing!  This is your opportunity to accelerate your success as our next Employee Benefits Sales Professional . The territory, consisting of the southern CA from San Diego to Los Angeles , offers the ideal mix of opportunities, from well-established mature business relationships with area producers to robust market development...
The Standard San Diego, CA Full Time
The Standard
12/17/2025  
Senior Employee Benefits Consultant
The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary Our Employee Benefits sales team is growing! This is your opportunity to accelerate your success as our next Employee Benefits Senior Sales Representative . The territory, consisting of the San Francisco Bay Area , offers the ideal mix of opportunities, from well-established mature business relationships with area producers to robust market development...
The Standard San Francisco, CA Full Time
Shepherd
10/17/2025  
Insurance Advisor
PURPOSE: This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country. As an Insurance Advisor within the Shepherd family, you will be responsible for the sale of the Agency’s products in a specified region or major geographical area. Through developing and maintaining a strong client base, you will provide tailored insurance solutions for clientele. With a high level of interpersonal skills, it is expected that you will demonstrate poise, tact, and diplomacy. As an Insurance Advisor at Shepherd Insurance, you will be a positive team player and coachable individual. RESPONSIBILITIES: · Seek out new clients and develop clientele by prospecting and networking. · Performs sales and service functions for...
Shepherd Azusa, CA
Pacific Life
04/29/2026  
Hybrid Case Design Analyst
Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking several talented Case Design Analysts to join our Case Design Team in office in Newport Beach, CA or Omaha NE. As a Case Design Analyst, you’ll play a key role in Pacific Life’s growth and long-term success by promote the sales goals of the life division by providing best in class service, support, and training to both internal and external...
Pacific Life Newport Beach, CA Full Time
Nationwide
04/24/2026  
Certified Financial Planner - Retirement Solutions
Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This is a fully remote Financial Planner role that will support our Retirement Solutions team. The candidate will ideally live in the Northern part of California ideally within close driving distance of Sacramento, CA. Some travel will be required. This role does require the candidate to have their Certified Financial Planner (CFP) designation, and they must also possess their FINRA 6, 63, 65 (or 7/66) & life insurance licenses. This is a G2 band role. #LI-COLE Job...
Nationwide CA Full Time
Mercury Insurance
04/22/2026  
Property Claims Specialist Field II
Overview Position Summary: If you’re passionate about helping people restore their lives when the unexpected happens to their homes and providing the best customer experience, then our Mercury Insurance Property Claims team could be the place for you! Upon completion of the training program, ideal candidates will transition into a property claims field adjusting position traveling to loss sites that have been damaged by fire, water, weather, or other unexpected events. You may also handle some claims via virtual technology and/or collaborate with vendors.  The Property Claims Field Adjuster ll will learn apply knowledge of current Company policies, applicable regulatory standards, and procedures to investigate, evaluate and settle moderate Homeowner's property claims in a timely and efficient manner as to prevent unnecessary expense to the Company and policyholders, and provide exceptional service to our customers.   Geo-Salary Information...
Mercury Insurance CA
CRC Group
04/22/2026  
CRC Benefits - ASD Sales Executive (Remote)
The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: As part of our team, you will market and generate sales of insurance products through existing agents/brokers and by developing relationships with new clients.     This is a remote role. Our teams are able to collaborate using video and screen sharing technology which means you'll feel like you’re part of the team while also enjoying the convenience of working from home. At CRC Benefits, an...
CRC Group CA Full Time
HUB International
04/21/2026  
Account Manager, Employee Benefits
ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY: The Employee Benefits Account Manager provides critical support to clients through day-to-day program oversight, client advocacy and systems management in order to effectively managing their health and welfare programs. The Account Manager facilitates positive and effective relationships sales and/or account team colleagues.   Duties & Responsibilities:    Manages all...
HUB International San Ramon, CA Full Time
HUB International
04/19/2026  
Account Manager, Employee Benefits
ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY: The Employee Benefits Account Management provides critical support to clients through day-to-day program oversight, client advocacy and systems management in order to effectively managing their health and welfare programs. The Account Manager facilitates positive and effective relationships sales and/or account team colleagues. DUTIES & RESPONSIBILITIES: Manages all...
HUB International Culver City, CA Full Time
EPIC Insurance Brokers & Consultants
04/15/2026  
Senior Assistant Client Manager- P&C Accounts
Location:  This role will require a hybrid work schedule in-office two days a week out of our Concord, CA office. Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in New York City and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and...
EPIC Insurance Brokers & Consultants Concord, CA
HUB International
04/15/2026  
Account Executive, Employee Benefits
ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY: The Employee Benefits Account Executive manages assigned book of business, develops client relationships and delivers to grow and retain clients. Alongside the Producer, the Account Executive is responsible for the development and implementation of the client’s multi-year strategic plan. The Account Executive ensures HUB’s clients have the support, tools and resources needed to...
HUB International Sacramento, CA Full Time
The Hartford
04/11/2026  
Middle Market Underwriting Center, Business Development Rep
New Business Developer Representative - SM07ME We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              The Middle Market Business Development Rep is a sales-focused role for an individual who will be responsible for driving in new business across our aggregator and main street agent distribution channel. Key responsibilities include: Sales Performance & Financial Outcomes Achieve divisional performance goals, including new written premium, total written premium, profitability, and submission flow metrics. Lead compensation reviews and performance initiatives with distribution partners to drive profitable growth. Set and manage territory goals through disciplined sales planning aligned to agency objectives....
The Hartford Los Angeles, CA Full Time
Mercury Insurance
04/11/2026  
Sr Sales Representative – Greater Los Angeles Area
Overview Join an amazing team that is consistently recognized for our achievements and culture, including our most recent Forbes award of being one of America's Best Midsize Employers for 2026!   Position Summary: The Sales Rep is responsible for managing and developing a sales territory consisting of Independent Agencies of more complex profiles.  Responsibilities include building relationships with agencies, optimizing growth potential of assigned agencies, prospecting and appointing new agencies, exceeding or meeting year over year goal objectives, utilizing Mercury sales tools, developing competitor intelligence, and collaborating with team members on product, pricing, and agency management decisions.    Geo-Salary Information An in-person interview may be required during the hiring process   State specific pay scales for this role are as follows: $83,670 to $161,815 (CA, NJ, NY, WA, HI, AK, MD, CT, RI, MA) $76,064...
Mercury Insurance Brea, CA
HUB International
04/11/2026  
Account Manager, Employee Benefits
ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY: The Employee Benefits Account Management provides critical support to clients through day-to-day program oversight, client advocacy and systems management in order to effectively managing their health and welfare programs. The Account Manager facilitates positive and effective relationships sales and/or account team colleagues. DUTIES & RESPONSIBILITIES: Manages all...
HUB International Roseville, CA Full Time
Mercury Insurance
04/09/2026  
Property Claims Specialist Field I
Overview Position Summary: If you’re passionate about helping people restore their lives when the unexpected happens to their homes and providing the best customer experience, then our Mercury Insurance Property Claims team could be the place for you! Upon completion of the training program, ideal candidates will transition into a property claims field adjusting position traveling to loss sites that have been damaged by fire, water, weather, or other unexpected events. You may also handle some claims via virtual technology and/or collaborate with vendors.    The Property Claims Field Adjuster will learn apply knowledge of current Company policies, applicable regulatory standards, and procedures to investigate, evaluate and settle minor to moderate Homeowner's property claims in a timely and efficient manner as to prevent unnecessary expense to the Company and policyholders, and provide exceptional service to our customers.   Geo-Salary...
Mercury Insurance Rancho Cucamonga, CA
HUB International
04/08/2026  
Consultant, Employee Benefits
ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY: The Senior & Individual Services Consultant supports clients in effectively managing their medical and life insurance plans. DUTIES & RESPONSIBILITIES: Establishes and maintains strong business relationships with clients and insurance carriers. Performs financial analysis. Writes Medical Plans (Quote, Present, Place Coverage): Medicare Supplement, Medicare...
HUB International Santa Maria, CA Full Time
ISC: Integrated Specialty Coverages
04/07/2026  
Senior Renewal Specialist
About Integrated Specialty Coverages Integrated Specialty Coverages, LLC (ISC) is a growth stage technology and data-driven commercial MGA and insurance wholesaler leading innovation in the market.   Backed by one of the leading private equity firms, Onex Partners, and led by a forward-thinking management team, ISC is combining the worlds of insurance and technology to create an Insurtech powerhouse. As a leading online distributor of insurance products for a range of industries and “Main Street USA”, we are looking for the right people to help us in our mission of achieving exponential growth. We strive to be the number one place to go for brokers and agents to source insurance. To accomplish this, we’re building a digitally focused team that deeply understands the intersection between user experience, data, and AI/ML to optimize the way we engage with our customers and partners. Job Summary The Senior Renewal Specialist is a production-focused role within the renewal...
ISC: Integrated Specialty Coverages Sacramento, CA Full Time
HUB International
04/06/2026  
Account Manager II, Commercial Lines
ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY: The Account Manager II manages a book of insurance business, and provides professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues; manages complex risk and exposures and acts with a high degree of independent discretion, autonomy, and decision-making. The Account Manager II also supports Producers and other support...
HUB International Fresno, CA Full Time
TruStage
04/03/2026  
Annuities Internal Wholesaler - (S. CA/S.NV territory)
At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose: This position is responsible for the successful execution of account and territory strategies for assigned broker dealers distributing TruStage Annuities. This includes acquisition, optimization and retention of business. Provide strategic support to wholesalers to enhance their efforts of F2F product distribution through affiliated representatives and external...
TruStage San Diego, CA Full Time
EPIC Insurance Brokers & Consultants
04/02/2026  
Client Manager- P&C Accounts
Location:  This role requires a hybrid work schedule out of our San Francisco, CA office 1 day a week. SUMMARY: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. ESSENTIAL DUTIES AND RESPONSIBILITIES : · Primary expert resource and first point of contact for clients, which includes research/analysis and handling of a wide variety of client questions regarding risk management, coverage/eligibility, contractual issues, and government reporting compliance. Prepares endorsements per client requests. Prepares and provides resource, trend and legal update information to clients on on-going basis. Routine questions are delegated. · For new and renewal business, analyzes relevant client data (e.g. experience...
EPIC Insurance Brokers & Consultants San Ramon, CA

 

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