Top 12 Insurance broker Jobs in Santa Ana Ca

Associate Brokerage Director
Capstone Partners Financial and Insurance Services, LLC —Newport Beach, CA
- $60,000 - $90,000 a year
- Full-time
- CRM software
- Background check
- Office
- Health savings account
- Disability insurance
Quick Apply
Life Insurance Broker
TrendSetters —Cypress, CA
- $5,000 - $50,000 a month
- Full-time
- No experience needed
- In-person
- Communication skills
- Flexible schedule
- Life insurance
Quick Apply
Broker Associate
SULLIVANCURTISMONROE INSURANCE SERVICES, LLC —Irvine, CA
- $80,000 - $85,000 a year
- Full-time
- Mid-level
- High school diploma or GED
- Business development
- Mileage reimbursement
7d
Junior Broker Sales Representative
Amwins —Orange, CA
- $70,304 - $75,000 a year
- Hybrid work
- Microsoft Outlook
- High school diploma or GED
- Communication skills
- Paid time off
- Benefits from day one
Quick Apply
Production Underwriter/Broker
USG Insurance Services, Inc. —Irvine, CA
- $65,000 - $150,000 a year
- Full-time
- Remote
- Mid-level
- Windows
- Marketing
- AD&D insurance
- Paid holidays
Quick Apply
Broker Account Manager
Astiva Health —Orange, CA
- $70,000 - $85,000 a year
- Bilingual
- Clean driving record
- Public speaking
Quick Apply
Associate Producer/Broker
USG Insurance Services, Inc. —Irvine, CA
- $50,000 - $75,000 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Writing skills
- Mid-level
- AD&D insurance
- Paid holidays
Quick Apply
Insurance Broker
Corcity Insurance Service —Buena Park, CA
- From $20.10 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- No experience needed
- Paid time off
- Flexible schedule
Quick Apply
4d
Broker Sales Representative - Southern California
Amwins —Santa Ana, CA
- $75,000 - $85,000 a year
- Microsoft Outlook
- Mid-level
- Paid time off
- Benefits from day one
Quick Apply

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Life Insurance Broker
TrendSetters —Cypress, CA
Assistance obtaining your life insurance license. Able to obtain a life insurance license (we help guide you through the process).
$5,000 - $50,000 a month
Quick Apply
Broker Sales Manager - Korean, LA Region
Clever Care Health Plan —Arcadia, CA
The BSM will assist with developing growth strategy, conduct face to face meetings, take and make telephone calls with prospective agents and agencies, and…
$67,522 - $81,024 a year
14d

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insurance broker jobs near santa ana ca

Associate Brokerage Director

Capstone Partners Financial and Insurance Services, LLC -
Newport Beach, CA

Quick Apply

Job Details

Full-time
$60,000 - $90,000 a year

Benefits

Health savings account
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
401(k) 5% Match
Vision insurance
401(k) matching
Life insurance
Retirement plan

Qualifications

CRM software
Zoom
Bachelor's degree
Attention to detail
Prospecting
Contracts
Financial services
CRM system proficiency
Life & Health Insurance License

Full Job Description

The Associate Brokerage Director is responsible for sourcing and developing new broker relationships, supporting case design and development, and managing existing broker partnerships to generate new business opportunities. The ideal candidate is a proactive communicator, skilled relationship builder, and driven to meet production goals. This position reports directly to the Director of Life Distribution Strategy and Brokerage Operations and is based in Newport Beach, California.

Key Responsibilities

Broker Development & Prospecting

Proactively identify, target, and establish relationships with new brokers who have not previously conducted business with Capstone Partners.
Execute a consistent outreach strategy, including a minimum of 25 broker interactions per week (in-person meetings, Zoom calls, and phone outreach), to build a strong and sustainable pipeline.
Clearly communicate Capstone’s value proposition and available solutions to prospective partners.
Maintain accurate and up-to-date records of all prospecting activities, pipeline opportunities, and broker interactions within Salesforce CRM.
Assist in coordinating and facilitating the broker onboarding process, including background checks, contracting, licensing requirements, and E&O documentation, ensuring a smooth and efficient experience.

Case Design & Development

Partner with brokers and internal specialists to develop customized insurance and financial strategies aligned with client needs and objectives.
Assist in case preparation, including gathering client data, running illustrations, and positioning appropriate solutions.
Act as a liaison between brokers and internal teams to ensure timely follow-up, clear communication, and efficient case progression.
Stay informed on product offerings, carrier updates, and industry trends to support effective case design and recommendations.

Broker Relationship Management

Build, maintain, and strengthen relationships with assigned brokers to drive long-term engagement and loyalty.
Provide ongoing service and support to assigned brokers, acting as a primary point of contact for case status updates, policy inquiries, carrier requirements, and operational needs.
Manage post-sale servicing activities, including policy reviews, beneficiary changes, ownership updates, premium inquiries, and carrier service requests to ensure a seamless broker and client experience.
Coordinate with internal teams and carrier partners to resolve service-related issues efficiently and communicate progress proactively to brokers.
Regularly connect with existing partners to identify new opportunities, provide updates, and support ongoing business development efforts.
Analyze broker activity and production trends to uncover opportunities for growth and increased engagement.
Collaborate with leadership to prioritize high-potential relationships and implement targeted growth strategies.

Qualifications & Experience

Bachelor’s degree required, or equivalent combination of education and relevant professional experience
3+ years of experience in life insurance, brokerage, or financial services required preferred
Strong attention to detail with the ability to manage multiple priorities and deadlines effectively
Demonstrated ability to handle sensitive client and business information with a high degree of confidentiality and professionalism
Excellent communication and interpersonal skills, with a proven ability to build and maintain relationships
Self-motivated, organized, and results-oriented with a proactive approach to business development

Compensation & Benefits

Annual salary: $60,000–$90,000, commensurate with experience
Eligible for incentive compensation based on performance and production goals
Medical, dental, vision, and life insurance
Company-paid short-term and long-term disability
401(k) with 5% company match

Pay: $60,000.00 - $90,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Health savings account
Life insurance
Paid time off
Retirement plan
Vision insurance

Education:

Bachelor's (Required)

Experience:

CRM software: 3 years (Preferred)
Financial services: 3 years (Required)

License/Certification:

Life & Health Insurance License (Preferred)

Ability to Commute:

Newport Beach, CA 92660 (Required)

Work Location: In person

Quick Apply

Refine Your Search

insurance broker jobs in santa ana ca

Associate Brokerage Director

Life Insurance Broker

Broker Associate

Junior Broker Sales Representative

Production Underwriter/Broker

Broker Account Manager

Associate Producer/Broker

Insurance Broker

Broker Sales Representative - Southern California

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