Bilingual Insurance Pro | Growth-driven, Full-Time

Marthas Travel and Income Tax Service Corp; Sunnyvale (CA); On-site; USD 60,000 - 90,000; Full time

Job summary

Marthas Travel and Income Tax Service Corp in Sunnyvale, CA is seeking motivated insurance producers to join a trusted team. The role focuses on in-person sales, client education on auto, home, renters, and small business insurance options, with emphasis on building long-term relationships and cross-selling opportunities.

You will engage with clients in a fast-paced, family-oriented office, providing quality service while growing the agency through commissions and bonuses.

Qualifications

• Licensed insurance agent preferred.
• Bi-lingual Spanish/English with strong bilingual customer service skills.
• Experience in in-person sales and underwriting assistance is a plus.

Responsibilities

• Provide in-person customer service, sales, underwriting and record keeping.
• Educate clients on auto, home, renters, and small business insurance options.
• Quote prices and financial options with clear communication and excellent service.
• Service existing accounts and respond to client questions to aid decision making.
• Identify cross-selling opportunities across agency services.
• Maintain punctuality and professional demeanor.

Skills

Bilingual Spanish/English

Customer service

Sales

Cross-selling

CRM (Agency Matrix)

Tools

Agency Matrix

Google Docs

MS Office

Job description

Marthas Travel and Income Tax Service Corp in Sunnyvale, CA is seeking motivated insurance producers to join a trusted team. The role focuses on in-person sales, client education on auto, home, renters, and small business insurance options, with emphasis on building long-term relationships and cross-selling opportunities.

You will engage with clients in a fast-paced, family-oriented office, providing quality service while growing the agency through commissions and bonuses.