Bilingual Insurance Specialist: Growth & Cross-Sell Pro

Marthas Travel and Income Tax Service Corp; Sunnyvale (CA); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Base Pay + Commissions & Bonuses

Personal mentorship

Supportive team atmosphere

Job summary

Marthas Travel and Income Tax Service Corp, located in Sunnyvale, is seeking a motivated Customer Service / Insurance Specialist. This role involves in-person customer service, sales, and educating clients on various insurance options.

Ideal candidates are bilingual Spanish/English and bring strong problem-solving skills. Long-term growth opportunities and competitive compensation structure are offered in a supportive team environment.

Qualifications

• Motivated and hardworking individual with experience in customer service.
• Ability to work in a fast-paced, family-oriented environment.
• Strong desire to build long-term relationships with clients.

Responsibilities

• Provide in-person customer service and sales support.
• Educate clients on insurance options ethically.
• Communicate quotes and complete sales.
• Service existing accounts and answer client inquiries.
• Identify cross-selling opportunities through agency services.

Skills

Bilingual Spanish/English

Customer service excellence

Problem solving

Experience with Agency Matrix or CRM

Strong computer skills

Tools

Google Docs

Microsoft Office

Job description

Marthas Travel and Income Tax Service Corp, located in Sunnyvale, is seeking a motivated Customer Service / Insurance Specialist. This role involves in-person customer service, sales, and educating clients on various insurance options.

Ideal candidates are bilingual Spanish/English and bring strong problem-solving skills. Long-term growth opportunities and competitive compensation structure are offered in a supportive team environment.