1630 Oakland Road Suite A102, San Jose, CA 95131     Phone: (408) 805-4425     Fax: (408) 228-6070     Email: contact@metrowide.net     License #0E97592

Job Description

Licensed Insurance Broker
(Personal and/or Commercial Lines)

Must have proven track record of successful insurance sales & current California P&C Insurance License. Sell Property& Casualty Insurance.

BIG plus if you have a current book of business.

  • Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
  • Calculate premiums and establish payment method.
  • Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
  • Confer with clients to obtain and provide information when claims are made on a policy.
  • Contact underwriter and submit forms to obtain binder coverage.
  • Customize insurance programs to suit individual customers, often covering a variety of risks.
  • Develop marketing strategies to compete with other individuals or companies who sell insurance.
  • Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
  • Inspect property, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good insurance risk.
  • Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
  • Monitor insurance claims to ensure they are settled equitably for client.
  • Perform administrative tasks, such as maintaining records and handling policy renewals.
  • Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
  • Select company that offers type of coverage requested by client to underwrite policy.
  • Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, property, marine, farm, workers compensation, umbrella, bonds, homeowners, boat and more.

  • Easy commute from 101 or 880
  • Friendly, young, work environment


1630 Oakland Road, Suite A102

San Jose, California 95131

Phone: 408.805.4425

Fax: 408.228.6070

Email: contact@metrowide.net