Job Description

We are seeking a motivated and organized Customer Service / Sales Specialist to join our agency. You will utilize current leads and develop new leads to establish clients and provide the insurance products they need. We offer a wide variety of insurance services, including auto and homeowner’s insurance, and our goal is to find the best policies for each client. You will be responsible for keeping up with insurance trends and changes to the coverage offered by different insurance companies. We prefer candidates who have at least one year of experience in insurance or sales.

Duties and Responsibilities

• Develop leads and schedule appointments with clients
• Determine the specific needs of particular clients by researching current coverage and available options
• Answer questions related to coverage and annual charges
• Help customers complete all paperwork properly
• Obtain underwriting approval by completing the application for coverage

Requirements and Qualifications

• High school diploma or equivalent
• Prior sales experience a plus
• Proficient with Microsoft Office
• Strong communication skills
• Organized, self-motivated, and proactive in problem-solving
• Must be licensed in California as a Property Casualty Producer or Agent
• Must be fluent Bi-lingual Spanish proficient in speaking and writing

Company Description

Looking for a motivated Customer sales and Service Person