Demo

Licensed Insurance Agent

Yardi Systems
Santa Ana, CA Full Time
POSTED ON 2/21/2025
AVAILABLE BEFORE 5/20/2025

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

    LI-Hybrid

    Salary : $27 - $30

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