Customer Service / Insurance Specialist

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

Future Opening: Customer Service / Insurance Specialist

We are looking for motivated, hardworking insurance producers to join our dedicated & trusted team. We are committed to providing the highest quality service to clients who entrust their auto, home, small business and/or other insurance needs to us. Ideally, you are a licensed agent that is ready to play a key role in growing our company's insurance agency.

What you bring to the team:

• You are a self-motivated, problem solver that understands his/her salary can grow exponentially as the agency grows.
• You’re Bi-lingual Spanish/English, and comfortable providing high quality customer service in either language (sometimes both at the same time).
• You enjoy working in a family oriented, fast paced environment and a desire to foster long term relationships with clients and team members.
• A team player with a competitive spirit and an eagerness to learn and improve.
• You take pride in providing value & building trust within the Latino community specifically around our core pillars of Education, Confidentiality, and Quality Customer Service along with the greater community at large.
• Preference to those with experience working with Agency Matrix or other CRM, providing non-standard insurance, strong computer (google docs, MS Office) skills, and an ability to identify cross selling opportunities.

What we bring:

• A well‑established multi‑service agency that has been a valuable community resource in Sunnyvale, Santa Clara, and beyond for over 25 years.
• Long term growth opportunities with the ability to shape this position as your own by achieving target goals consistently.
• Personal mentorship from forward thinking, modern best practice agents with over 100 years of combined experience who understand your success is the agency’s success!
• Supportive, family like team atmosphere in a professional office setting.
• Base Pay + Commissions & Bonuses

The expectations in this role:

• In person customer service, sales, underwriting and record keeping.
• Educate clients ethically on auto, home, renters, & small business insurance options.
• Communicate clearly with clients when quoting prices & financial options and complete sales with extraordinary customer service.
• Service existing accounts, answer questions, and provide accurate information to ensure clients can make the best decision for their families.
• Help identify cross‑selling opportunities across our agency service matrix.
• Punctual with a professional attitude.