Benefits:

Competitive salary

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job Overview

We are seeking a motivated and detail-oriented Customer Service Sales Representative to join our dynamic insurance team. This role combines exceptional customer service with sales-driven performance, helping clients find the right coverage while ensuring an excellent customer experience. You'll play a key role in building relationships, driving growth, and supporting daily agency operations.

Salary Range: $36,100.00 - $78,000.00 per year

Benefits

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Flexible Schedule

Health Insurance

Dental Insurance

Hands on Training

Mon-Fri Schedule

Evenings Off

Retirement Plan

Requirements

Must be able to pass a background

Must have a valid drivers license

Must be willing to get your insurance license

Responsibilities

Customer Service

Handle inbound and outbound customer inquiries via phone, email, or in person.

Assist clients with policy questions, billing inquiries, claims processing, and general support.

Ensure timely follow-up with customers to resolve any issues.

Build and maintain positive client relationships by providing a seamless and personalized experience.

Sales

Identify customer needs and offer tailored insurance solutions (Auto, Home, Life, Business, etc.).

Proactively cross-sell and up sell insurance products to existing and potential clients.

Meet or exceed individual and team sales goals.

Follow up on leads and referrals to drive new business opportunities.

Administrative Support

Process policy changes, renewals, and cancellations accurately.

Maintain up-to-date client records and documentation in the system.

Support the sales team with administrative tasks as needed.

Compliance

Adhere to all state and federal insurance regulations.

Maintain confidentiality and comply with company policies and procedures.

Remote Type: No

Job Type: Full-Time

Job Category: Insurance Sales

Location: 190 1st St,Gilroy,CA,95020,US