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DATE ADDED: Sat 29/09/2018

Licensed Insurance Agent / Customer Service Representative

Lake Forest, USA


Job Description

Position Overview:

Established insurance agency is seeking an experienced, licensed insurance agent/ customer service representative. We are an independent agency writing all lines of commercial and personal lines insurance. We seek an energetic professional interested in helping our business grow. We provide a positive, high energy environment. You provide a professional, dependable & positive attitude. This position is more service based. Very little sales will be required. You will be working directly with the owner of the company assisting him with his book of business.


  • Must have a Property and Casualty license.
  • A solid insurance background and experience.
  • Excellent communication skills - written, verbal and listening.
  • Attention to detail and good organizational skills.
  • People-oriented.
  • Ability to work in a team environment.
  • Bilingual in Spanish preferred, but not mandatory.


  • Establish customer relationships and follow up with customers.
  • Complete Certificates of Insurance, memos, and clerical work.
  • Focus on retention.
  • Maintain strong work ethic with total commitment to success each day.
  • Market appropriate products and services according to customer’s needs, as needed. Products such as home, auto, commercial, and many more.



Company Description
At Safe Life Insurance Agency, our customer is our number one priority. We focus on helping individuals and businesses find the best insurance programs that are best suited for their needs at the best price. We offer a complete range of personal, commercial, and health insurance products. Our focus is to help our clients protect their liability exposures and protect their most important assets.

Role: Licensed Insurance Agent / Customer Service Representative
Job Type:
Location: Lake Forest,

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