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Licensed Insurance Assistant
Stonefield Insurance Brokers is seeking an organized, detail-oriented, and customer-focused Licensed Insurance Assistant to support our growing commercial and personal lines insurance operations.
This role is ideal for an individual who enjoys helping clients, managing policy service requests, coordinating with insurance carriers, and supporting producers throughout the sales and renewal process. The successful candidate will play a key role in creating an exceptional client experience while helping the agency operate efficiently.
Unlike many agencies, we combine personalized service with modern technology, automation, and efficient workflows that allow our team to focus on delivering value to clients rather than administrative busywork.
What We Offer
• Opportunities for growth within the company
• Performance-based bonus opportunities
• Benefits available after one year of employment
• Modern agency management and CRM systems
• Advanced technology and automation tools
• Ongoing training and professional development
• Growth opportunities within a rapidly expanding agency
• Supportive and team-oriented work environment
Responsibilities
• Handle client service requests by phone, email, and text
• Process policy changes and endorsements
• Assist with renewals and remarketing activities
• Obtain quotes from insurance carriers and wholesalers
• Prepare proposals and client documentation
• Issue certificates of insurance and evidence of coverage
• Review policy documents for accuracy
• Assist producers with new business submissions and applications
• Return inbound calls and voicemail requests promptly
• Maintain accurate client records in agency management systems
• Track outstanding underwriting requirements and follow through with clients and carriers
• Assist with billing inquiries and policy servicing needs
• Support both personal and commercial insurance accounts
Qualifications
• Active California Property & Casualty License preferred
• Insurance agency experience preferred
• Commercial insurance experience is a plus
• Strong organizational and time management skills
• Excellent written and verbal communication skills
• High attention to detail and accuracy
• Ability to manage multiple tasks and deadlines simultaneously
• Comfortable learning and using technology, CRM systems, and agency software
• Professional, positive, and client-focused attitude
Preferred Experience
• Independent insurance agency experience
• EZLYNX experience
• Commercial lines servicing experience
• Personal lines servicing experience
• Certificate processing and policy review experience
• Working directly with insurance carriers and underwriters
About Stonefield Insurance Brokers
Stonefield Insurance Brokers is an independent insurance brokerage serving businesses, individuals, and families throughout California and Arizona. We provide commercial, personal, life, and specialty insurance solutions while combining exceptional service, and modern technology.
Our mission is to build long-term relationships and help clients protect what matters most through personalized insurance solutions and expert guidance.
Stonefield Insurance Brokers is an independent insurance brokerage serving businesses, individuals, and families throughout California, and Arizona. We combine personalized service with modern technology to deliver insurance solutions for commercial, personal, life, and specialty insurance needs. Our team is committed to building long term relationships and helping clients protect what matters most.