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Top Financial Agency Looking for Talented

Stonehouse Insurance Services

Top Financial Agency Looking for Talented

Murrieta, CA
Full Time
Paid
  • Responsibilities

    Job Description

    We are one of the top financial insurance agencies in the valley, looking to train our next Client Service Specialist to join our growing agency team! We are apart of a large group of companies, that serves business owners in the valley. Our company mission and why is crucial to all we do. We believe in people over profit. Faith and Family are two of our cornerstones. We are looking for an individual that is stable, mature, and knows what they are looking for over the next 5-10 years. If you are looking to be apart of a winning team that is making a difference every day in the lives of clients and our amazing community, to join a real team family environment, please reach out today.

    -Highly preferred Bank or Financial related industry experience.

    -Must love people, and willing to put on a smile every day.

    -Must have held a employment at one time for at minimum 1 year to be accepted.

    -Willing to at some point in the future be trained by us and licensed by us in insurance. RESPONSIBILITIES:

    • Be the face of our agency, handle the front desk
    • Handle customer inquiries and phone calls
    • Provide information about the products and services
    • Troubleshoot and resolve customer needs and concerns
    • Document and update customer records based on interactions
    • Develop and maintain a knowledge base of the evolving products and services

    ​QUALIFICATIONS:

    • Great phone etiquette

    • Passionate personality

    • High attention to detail

    • Additional previous experience in customer service, sales, or other related fields required.

    • Ability to build rapport with clients

    • Ability to prioritize and multitask

    • Excellent written and verbal communication skills

    • Must pass extensive background check.

    • Please provide profile picture with resume.

    Company Description

    We specialize in protecting businesses, their owners, and their families. We are a family owned business, and are passionate about people, and creating an exciting and thriving work culture. Our motto is people over profit. Passion and integrity are two musts we live by here at Stonehouse. If you are passionate about people, excellence, and serving, as well as being apart of an amazing team that impacts people lives every day, then please apply today! :)