Insurance Customer Care & Sales Specialist (Licensing Paid)

Chelsea Mathis - State Farm Agent (Mathis Ins and Fin Svcs Inc); Vacaville (CA); Presencial; USD 19.000 - 28.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Paid time off

Training & development

401(k) matching

Licensing course paid

Descripción de la vacante

Chelsea Mathis - State Farm Agent in Vacaville, CA, is seeking a Customer Care Representative to join our insurance and financial services team. This full-time, in-office role offers a starting pay of $17/hour and a Monday–Thursday 9 AM–5 PM, Friday 9 AM–3 PM schedule with no regular nights, weekends, or holidays.

No prior insurance experience or licensing is required; we pay for your licensing course and first exam attempt. Training continues during work hours.

Formación

• Strong communication and interpersonal skills.
• Friendly, professional, customer-focused attitude.
• Excellent attention to detail and organizational skills.
• Ability to multitask, prioritize, and follow through.
• Comfortable discussing insurance products and asking for the sale.
• Willingness to obtain required licensing before starting.

Responsabilidades

• Assist customers with insurance questions, policy changes, billing inquiries, and service requests.
• Build strong relationships through friendly, professional communication.
• Proactively contact customers regarding policy updates, renewals, and coverage reviews.
• Identify cross-selling opportunities, recommend additional insurance products, and generate quotes.
• Confidently discuss coverage options and ask customers for their business.
• Follow up on quotes, service requests, and outstanding customer needs.
• Help improve customer retention through proactive communication and exceptional service.
• Maintain accurate customer records and coordinate with team members.
• Work toward individual customer service, retention, and cross-selling goals.

Conocimientos

Communication skills

Customer-focused

Attention to detail

Multitasking

Sales orientation

Learn licensing

Herramientas

CRM systems

Descripción del empleo

Benefits:

• Paid time off
• Training & development
• 401(k) matching

Customer Care Representative – Insurance & Financial Services

Starting at $17/Hour
Full-Time | In-Office | Vacaville, CA
Monday–Thursday 9 AM–5 PM | Friday 9 AM–3 PM
No Regular Nights, Weekends, or Holidays

Love helping people, solving problems, and building lasting relationships—but ready for a career with a consistent schedule and opportunities to grow?

We're looking for a friendly, motivated, and detail-oriented Customer Care Representative to join our growing insurance and financial services team.

No insurance experience or licensing is required to apply! We'll pay for your initial insurance licensing course and first exam attempt. You must successfully obtain your Property & Casualty insurance license before your first day of employment. Once hired, additional training is paid and completed during work hours.

If you're organized, customer-focused, comfortable recommending additional products, and take pride in helping others, we want to meet you!

What You'll Do

• Assist customers with insurance questions, policy changes, billing inquiries, and service requests
  
  
• Build strong relationships through friendly, professional communication
  
  
• Proactively contact customers regarding policy updates, renewals, and coverage reviews
  
  
• Identify cross-selling opportunities, recommend additional insurance products, and generate quotes
  
  
• Confidently discuss coverage options and ask customers for their business
  
  
• Follow up on quotes, service requests, and outstanding customer needs
  
  
• Help improve customer retention through proactive communication and exceptional service
  
  
• Maintain accurate customer records and coordinate with team members
  
  
• Work toward individual customer service, retention, and cross-selling goals
  
  

This is a service-focused position with sales responsibilities. We're looking for someone who genuinely enjoys helping customers while recognizing opportunities to strengthen relationships and grow our business.

Required Qualifications

• Strong communication and interpersonal skills
  
  
• Friendly, professional, and customer-focused attitude
  
  
• Excellent attention to detail and organizational skills
  
  
• Ability to multitask, prioritize, and follow through
  
  
• Comfortable discussing insurance products and asking for the sale
  
  
• Self-motivated, dependable, and accountable
  
  
• Comfortable using computers and learning new systems
  
  
• Willingness to obtain required insurance licensing before starting
  
  

Previous customer service, sales, or insurance experience is a plus, but not required.

You May Be a Great Fit If You:

• Enjoy helping people and building lasting relationships
  
  
• Take pride in providing exceptional customer experiences
  
  
• Are comfortable identifying customer needs and recommending additional products
  
  
• Can confidently handle objections and ask for the sale
  
  
• Are organized, proactive, and follow through without constant reminders
  
  
• Are positive, coachable, dependable, and motivated by goals
  
  
• Enjoy contributing to a supportive, goal-oriented team
  
  

Compensation & Benefits

• Starting pay of $17/hour
  
  
• Consistent weekday schedule with no regular nights, weekends, or holidays
  
  
• Paid holidays, vacation, and sick leave
  
  
• Additional paid time off based on tenure
  
  
• SIMPLE IRA with up to a 3% company match
  
  
• Initial licensing course and first exam attempt paid
  
  
• Continuing education and licensing renewal fees paid
  
  
• Paid training and ongoing professional development
  
  
• Opportunities for career advancement
  
  
• Occasional flexibility for family needs and appointments
  
  

Grow Your Career

You'll receive ongoing coaching and support to strengthen your insurance knowledge, customer service skills, and ability to identify additional coverage opportunities.

As you gain experience, opportunities may be available to take on additional responsibilities and advance within our agency.

Ready to Join Our Team?

If you're a dependable, customer-focused professional who enjoys helping people, building relationships, and contributing to business growth, we'd love to hear from you.

Apply today to join our team and build your career in insurance and financial services!