Community Insurance Advisor

Ginalopezagency; Gilroy (CA); Presencial; USD 42.000 - 62.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Paid time off

401(k) matching

Descripción de la vacante

Gina Lopez Insurance & Financial Services, Inc. is seeking a Multiline Representative to assist customers across a range of insurance products. You will listen to needs, explain options, and help build plans that protect what matters most for individuals and families.

You’ll communicate clearly, compare policies, and guide customers toward confident decisions that fit their budgets and goals. Based in Gilroy, CA, this full-time role emphasizes community service, accurate records, and teamwork.

Formación

• Effective written and verbal communication skills.
• Strong organizational abilities with attention to detail.
• Comfortable working in a fast-paced environment.
• Prior experience in customer service, business support, or insurance preferred.
• Must possess or be able to obtain necessary state insurance licenses.

Responsabilidades

• Communicate with customers to understand their needs and provide available product information.
• Assist in developing relationships with new and existing customers across multiple product lines.
• Support daily office operations, including documentation, scheduling, and follow-up activities.
• Participate in marketing efforts to promote awareness within the community.
• Maintain accurate records and ensure a consistent customer experience.
• Collaborate with team members to achieve office objectives.

Conocimientos

Communication

Organization

Adaptability

Customer service experience

Licensing

Descripción del empleo

Gina Lopez Insurance & Financial Services, Inc. is seeking a Multiline Representative to assist customers across a range of insurance products. You will listen to needs, explain options, and help build plans that protect what matters most for individuals and families.

You’ll communicate clearly, compare policies, and guide customers toward confident decisions that fit their budgets and goals. Based in Gilroy, CA, this full-time role emphasizes community service, accurate records, and teamwork.