Customer Service & Sales Representative

The Juris Agency; Riverside (CA); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Mon-Fri Schedule

Career Growth Opportunities

Job summary

Meyling Marin Farmers Insurance Agency in Riverside, CA is seeking a motivated Customer Service & Sales Representative for a full-time role. You will help clients improve coverage and savings while identifying cross-sell opportunities to benefit both clients and the agency.

No prior insurance experience is required; training will be provided, and there is potential to earn commissions on successful cross-sells as you grow your career in the agency.

Qualifications

• Property and Casualty license required (we'll help you get licensed if you don't have one)
• Prior sales experience in any industry — retail, telecom, real estate, automotive, etc. — strongly preferred; insurance sales experience is a plus, not required
• Comfortable initiating sales conversations and asking for the business
• Ability to build relationships from a cold start
• Strong multi-tasking, follow-through, and follow-up skills
• Excellent communication and interpersonal skills
• Excellent spelling and grammar
• Problem-solving capabilities
• Must complete the Problem Solving and Personality assessments provided during the application process — candidates who complete both will be given priority

Responsibilities

• Proactively identify cross-sell and bundling opportunities with existing monoline clients (approximately 30% of daily workload)
• Offer bundled policies to clients for additional discounts and coverage
• Process customer policy change requests
• Take premium payments from customers
• Secure all Trailing Documents from customers
• Complete Evidence of Insurance requests
• Provide ongoing support to insurance clients as needed

Skills

Sales experience

Communication skills

Interpersonal skills

Multi-tasking

Follow-up

Job description

Job Description

Ready for a new opportunity? Meyling Marin Farmers Insurance Agency in Riverside, California, is looking for a motivated and personable individual to join our team as a Full-Time Customer Service & Sales Representative.

If you enjoy helping people, providing excellent customer service, and feel comfortable talking with clients about ways to save money or improve their insurance coverage, we'd love to meet you.

This isn't a traditional customer service position. Along with providing exceptional service, you'll also be expected to identify opportunities to recommend additional insurance products that genuinely benefit our clients. Cross-selling is an important part of this role and contributes to both your success and the agency's growth. The ideal candidate enjoys helping customers and feels comfortable having those conversations when appropriate.

You don't need insurance experience to be successful in this role. If you've worked in customer service, retail, banking, hospitality, or sales, we'll teach you the insurance side of the business. You'll receive the training and support you need to succeed, plus the opportunity to earn commission on every successful cross-sell.

This is more than just a job. It's an opportunity to build a long-term career in the insurance industry. As you grow in the role, you'll gain valuable industry knowledge, receive ongoing mentorship, and have the opportunity to obtain your insurance license and continue advancing within our agency. We invest in people who are looking to grow with us.

Already have customer service, insurance, or sales experience? Even better! We offer ongoing training, mentorship, and opportunities for career growth within our agency.

If you're looking for a long-term career where you can help people, continue learning, and grow professionally, we'd love to hear from you.

Note: Completing the Problem Solving and Personality assessments is required as part of the application process. Candidates who complete both assessments will receive priority consideration.

Benefits

• Paid Time Off (PTO)
• Mon-Fri Schedule
• Career Growth Opportunities

Responsibilities

• Proactively identify cross-sell and bundling opportunities with existing monoline clients (approximately 30% of daily workload)
• Offer bundled policies to clients for additional discounts and coverage
• Process customer policy change requests
• Take premium payments from customers
• Secure all Trailing Documents from customers
• Complete Evidence of Insurance requests
• Provide ongoing support to insurance clients as needed

Requirements

• Property and Casualty license required (we'll help you get licensed if you don't have one)
• Prior sales experience in any industry — retail, telecom, real estate, automotive, etc. — strongly preferred; insurance sales experience is a plus, not required
• Comfortable initiating sales conversations and asking for the business
• Ability to build relationships from a cold start
• Strong multi-tasking, follow-through, and follow-up skills
• Excellent communication and interpersonal skills
• Excellent spelling and grammar
• Problem-solving capabilities
• Must complete the Problem Solving and Personality assessments provided during the application process — candidates who complete both will be given priority