Client Relationship Specialist - Insurance

The Juris Agency; Downey (CA); On-site; USD 25,000 - 39,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Mon-Fri Schedule

Retirement Plan

Health Insurance

Dental Insurance

Vision Insurance

Hands on Training

Job summary

The Juris Agency in Downey, CA is hiring an entry-level Client Relationship Specialist to talk with existing clients, build relationships, and cross-sell policies. No prior insurance experience required; we provide training and support to obtain your California Personal Lines or Property and Casualty license.

You will start with an hourly base, plus commissions and bonuses, in a culture that emphasizes growth, mentorship, and a clear path to higher responsibility and compensation.

Qualifications

• Strong verbal and written communication skills are required.
• Motivated to obtain an insurance license (CA Personal Lines or Property & Casualty).
• Ability to build and maintain client relationships.
• Comfortable talking with clients by phone and reviewing policies for cross-sell.

Responsibilities

• Talk to our existing clients.
• Build client relationships.
• Review policies and cross-sell where appropriate.
• Collaborate with team to meet goals and celebrate successes.

Skills

Communication

Phone skills

Organizational skills

Coachable

Job description

Job Description

Are you looking for an entry-level sales job that pays well and helps you build a career? If so, keep reading. Our insurance agency is growing quickly, and we're looking for a Client Relationship Specialist.

Prior insurance agency experience is not required. We are willing to train the right person who is willing to obtain a California Personal Lines insurance license or a Property and Casualty License.

Why Join Our Agency?

We are a top 10% Farmers Insurance agency in the nation, and our secret is that we hire great people. We believe in helping our team members succeed, both professionally and financially.

What Makes Us Unique?

1) Career Development

This isn't just a job, it's an entry point to a lucrative professional career. We provide full training and offer a clear path for career growth. Talented Client Relationship Specialist will advance within our organization and take on more responsibilities with higher compensation.

2) Competitive Compensation

We believe in rewarding top performers. Our compensation plan includes an hourly base, commissions, and bonuses.

3) A Winning Culture

We have a high-expectation, high-support environment. Our team members push each other to be their best, and we provide the tools and training necessary for success.

Benefits

• Paid Time Off (PTO)
• Mon-Fri Schedule
• Retirement Plan
• Career Growth Opportunities
• Health Insurance
• Dental Insurance
• Vision Insurance
• Hands on Training

Responsibilities

What You'll Do:

• Talk to our existing clients
• Build client relationships
• Review policies & cross-sell
• Celebrate witht he team when goals are acheived

Requirements

• Motivated to obtain insurance license
• Strong verbal and written communication skills
• Comfortable speaking with clients by phone
• Friendly, professional, and confident personality
• Comfortable asking questions and identifying sales opportunities
• Organized and able to manage multiple client follow-ups
• Dependable and willing to learn
• Coachable and open to feedback

We will provide training on our products, systems, client-review process, sales approach, and agency procedures.