Insurance Verification Specialist jobs in Santa Cruz, CA

Job Description

Location: Santa Cruz County, California

Company: Farmers Insurance – Santa Cruz County District Office

Are you a results-driven, dynamic individual with a passion for helping others achieve their goals? Farmers Insurance District Office in Santa Cruz County is seeking a highly motivated Agency Business Consultant to join our team. As an integral part of our organization, you will play a key role in promoting and driving Commercial and Life insurance sales for our agencies.

Our Culture:

Today, Farmers Insurance Group is one of the country's largest insurers of vehicles, homes, and small businesses and provides a wide range of other insurance and financial services products.

Our company thrives on a culture of integrity, innovation, and community engagement. We celebrate diversity, foster teamwork, support work-life balance, and prioritize career development. Creating an environment where employees and customers alike can flourish is our top priority.

Job Description

The Agency Business Consultant (ABC) position is designed for dedicated business coaches who can help Farmers agency owners drive growth in their business. Working alongside the District Manager, these professionals typically conduct regular agency consultation visits where they assist agents in establishing business goals, build marketing plans, create sales presentations, and develop strategies to execute on goals.

By providing ongoing coaching and support, Agency Business Consultants can help agents drive productivity and build bigger, faster and stronger Farmers agencies. The ABC role is a prestigious position that could unlock doors to many opportunities within Farmers, including one day running your own agency!

Job Types: Full-time, Contract

Salary: $25.00 - $34.00 per hour

Benefits:

Paid time off

Referral program

Matching 401k program

Schedule:

8 hour shift

Monday to Friday

Supplemental pay types:

Bonus pay

Commission Opportunities

Benefits

Paid Time Off (PTO)

Career Growth Opportunities

Mon-Fri Schedule

Hands on Training

Responsibilities

• The ABC will specialize in working with the Agency Owners and Agency Staff in maintaining and building the District’s Commercial book of business, via marketing strategies, and potentially attending client meetings.
• Collaborate with local insurance agencies to identify business opportunities and develop strategies to promote commercial and life insurance products.
• Provide consultation and guidance to Agency Owners and staff to improve sales processes and enhance customer engagement.
• Analyze market trends, competitive landscapes, and client needs to tailor insurance solutions that meet customer demands.
• Conduct regular training sessions and workshops to keep agency personnel updated on insurance products, regulations, and industry best practices.
• Build strong, long-lasting relationships with agency partners to ensure their success and growth within the Farmers Insurance network.
• Monitor performance metrics and KPIs, offering data-driven insights to drive sales growth.                                              Attend/host various events to promote community engagement and prospect leads for agencies alongside District Team

Requirements

• Able to manage multiple objectives in a fast-paced environment
• Prioritize activities to help agency owners drive return for their agency and district growth
• Proven experience in the insurance industry, preferably in Commercial and Life insurance sales (preferred).
• Exceptional communication and interpersonal skills.
• Strong problem-solving abilities and a track record of achieving sales targets.
• Listen effectively to best understand agency goals and motivational factors
• Knowledge of insurance products, regulations, and industry trends (preferred).
• Ability to work independently and as part of a team.
• Must pass a background check including (credit, criminal, regulatory and driving history).
• Must be licensed in Property & Casualty and Life & Health or willing to obtain within initial 90 days.
• Bachelor's degree in a related field is a plus.
• Bilingual in Spanish and English is a plus

Ability to commute/relocate:

-Santa Cruz, CA: Reliably commute or planning to relocate before starting work (Required)

Education:

-High school or equivalent (Required)

Experience:

-Microsoft Office: 1 year (Preferred)

-Administrative or Management in Sales Environment: 2 years (Required)

-Insurance Sales: 2 years (Preferred)

Language:

-Spanish (Preferred)

Willingness to travel:

-50-75% (Preferred)

Work Location:

-One location

Work Remotely:

-No

If you are a passionate, goal-oriented professional looking for an exciting opportunity to make a significant impact in the insurance industry, we invite you to join our team. We offer a competitive compensation package, ongoing training and development, and a supportive work environment, with the opportunity of career advancement to other roles.

Farmers Insurance District Office is an equal opportunity employer. We welcome applications from candidates of all backgrounds and experiences.