Moreland is privately owned and headquartered in Seattle, Washington. The company began as an affiliate of Windermere Real Estate to help protect the interests of their franchise owners, agents, and their clients. Moreland has grown into a full-service independent insurance agency serving the Western United States, focused on providing a superior insurance experience.
We offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help individuals evaluate their risks and develop solutions tailored to their needs.
About the Role
This is a sales-driven producer role and the cornerstone of Moreland’s expansion into California. As one of our first hires in the market, you will be the face of the Moreland brand across the state — the local presence Windermere Real Estate offices, brokers, and clients come to know and trust. You will pursue and close new Property and Casualty accounts, build a personal book of business, and represent Moreland’s values and standard of service in every interaction.
This is more than a desk. It is a ground-floor opportunity to establish Moreland in a new market and grow with it. We are looking for someone who wants to own a market, not just a territory.
Success in this position requires strong communication skills, in-depth knowledge of personal lines insurance products, and the ability to manage and retain assigned clients. The role also offers the opportunity to collaborate directly with Windermere Real Estate offices and brokers, giving you a relationship-driven referral advantage few producers ever have.
We Are the Perfect Fit if You…
● Want to be the face of a respected brand in a brand-new market, with the autonomy and visibility that come with it
● Are seeking an opportunity with unlimited earning potential
● Are seeking a progressive work environment at a rapidly growing organization
● Seek opportunities to build your network and develop leads
● Are well organized and maintain a well-established follow-up process
● Have great verbal and written communication
● Possess the ability to work independently, applying education and professional experience to achieve outstanding results
● Believe in integrity and building success by developing relationships with others
Essential Duties & Responsibilities
● Serve as the local face of Moreland in California — representing the brand professionally with clients, carriers, and Windermere partners
● Establishing Moreland Insurance in a new market
● Prospect for business based on your networks, connections, and communities
● Build and nurture relationships with Windermere Real Estate offices and brokers to develop a sustainable referral pipeline
● Manage the full sales process from quote presentation through binding and successful client onboarding.
● Network and develop leads, referral sources, and a circle of influence via phone, face-to-face, and social media efforts
● Survey prospects to determine insurance needs, inspecting current insurance policies, risk management plans, property, products, and records
● Develop and deliver formal proposals of insurance including details of coverage, limits, deductibles, and other pertinent information
● Follow Moreland best practices and standard operating procedures
● Meet Quality Assurance requirements and other key performance metrics
● Promote Moreland and the insurance industry in the community
● Keep informed of industry developments through review of trade press and by attending insurance carrier training meetings on new products, etc.
● Build sustainable relationships by interacting in a professional and caring manner
● As the market grows, help recruit, mentor, and develop additional team members — laying the foundation for the California team
● Perform other specific duties and projects as assigned by agency management
Qualifications
● 2+ years’ of recent property and casualty selling or related B2B or B2C sales experience
● Proven ability to pursue and close sales
● Experience cold calling
● Proficient in Microsoft Office products
● Strong oral and written communication skills
● Strong attention to detail with excellent time management and decision-making skills
● Prior experience in customer service, e.g. hospitality, retail sales, preferred
● Interest in or aptitude for leadership and team building a plus
Education, Licenses and Certifications
● Bachelor’s degree or equivalent combination of education and experience
● Active California Property and Casualty Insurance Producer license (or ability to obtain)
● Professional designation (CPCU/CIC/CISR) preferred
Salary and Benefits
● Exact compensation may vary based on skills, experience, and location
● Base salary plus commission
● Bonus eligible
● Medical, Dental and Vision
● Generous PTO
● Sponsorship of producer licenses and CE
Pay: From $50,000.00 per year
Benefits:
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
- Work from home
Work Location: Hybrid remote in Sacramento, CA 95811
