Inside Sales/Customer Service Representative

The Juris Agency; San Jose (CA); On-site; USD 42,000 - 68,000; Full time

Benefits offered by this job

PTO

Work from Home

Flexible Schedule

Health insurance

Dental insurance

Vision insurance

Life insurance

Hands on Training

Tuition reimbursement

Mon-Fri Schedule

Career growth opportunities

Retirement plan

Job summary

Pinnacle One Insurance Services, Inc. in San Jose seeks an Inside Sales and Customer Service Representative to be the primary contact for our local clients. You will help protect what matters most by answering questions, issuing policies, and processing endorsements.

You will thrive in a warm, collaborative office with growth opportunities and a commitment to integrity and excellence.

Qualifications

• Active Property & Casualty license for California required.
• Excellent verbal communication and client-facing skills.
• Proficiency with agency management software and MS Office.

Responsibilities

• Respond to client inquiries regarding policies and coverage options with care.
• Provide accurate quotes and issue policies for new and existing clients.
• Process endorsement requests and update active accounts.
• Collaborate with underwriting partners to resolve coverage questions.
• Maintain organized records of client interactions and policy updates.

Skills

Verbal communication

Customer service

Microsoft Office

Agency management software

Education

High school diploma or equivalent

Active Property & Casualty license (CA)

Tools

Agency management software

Microsoft Office

Job description

Job Description

At Pinnacle One Insurance Services, Inc., we believe that insurance is about more than just paperwork; it is about providing genuine peace of mind to our neighbors in San Jose. We have built our reputation on a foundation of reliability, kindness, and a sincere desire to look out for our clients' best interests. Our office culture is warm and collaborative, where everyone’s voice is heard and individual growth is actively encouraged. We are looking for an Inside Sales and Customer Service Representative to join our local team and become a primary point of contact for our growing community. You will be the friendly face—and voice—that our clients turn to when they need help protecting what matters most to them. If you take pride in solving problems, enjoy building long-lasting professional relationships, and want to work in an environment where your hard work directly impacts the success of our local clients, you will feel right at home here. We are excited to welcome someone who values integrity and excellence just as much as we do.

Benefits

• Paid Time Off (PTO)
• Work from Home
• Flexible Schedule
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Hands on Training
• Tuition Reimbursement
• Mon-Fri Schedule
• Career Growth Opportunities
• Retirement Plan

Responsibilities

Respond to client inquiries regarding their policies and coverage options with patience and care.

Provide accurate quotes and issue policies for new and existing clients.

Process endorsement requests and facilitate changes to active accounts.

Collaborate with our underwriting partners to resolve coverage concerns or claims questions.

Maintain organized records of client interactions and policy updates in our system.

Identify gaps in coverage and proactively suggest additional protection that benefits the client.

Requirements

Active Property & Casualty insurance license for the state of California.

Strong command of computer systems including agency management software and Microsoft Office suite.

Excellent verbal communication skills with the ability to explain complex policy details clearly.

High school diploma or equivalent.

Knowledge of carrier-specific quoting platforms is a plus.