Insurance Customer Service & Sales Rep

The Juris Agency; Camarillo (CA); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Mon-Fri Schedule

Career Growth Opportunities

Job summary

Dina Molina Agency in Camarillo, California seeks a full-time Administrative Customer Service & Sales Representative to help clients protect what matters most, answer questions, process policy changes, and educate customers on insurance options.

This role includes cross-selling auto, home, renters, life, and other coverages, building lasting relationships, greeting customers, handling payments, and supporting the agency's growth.

Qualifications

• Must have upbeat, positive attitude.
• Ability to multi-task effectively.
• Professional phone etiquette.
• Great customer service skills.
• Property & Casualty insurance license is required.
• Bilingual English/Spanish is beneficial.

Responsibilities

• Process customer policy change requests.
• Secure all Trailing Documents from customers.
• Complete Evidence of Insurance requests.
• Document each customer contact in eAgent.
• Immediately greet all customers, entering the office, in a friendly and helpful manner.
• Take premium payments from customers.
• Ask each customer for referrals and explain our referral program.
• Treat each customer contact as a cross and up-sell opportunity including financial products.
• Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
• Return all phone messages promptly.
• Provide exceptional customer service and support.
• Develop and maintain client relationships.
• Attend training and continuing education courses.
• Handle customer renewals.

Skills

Customer service

Sales

Communication skills

Bilingual English/Spanish

Phone etiquette

Multi-tasking

Tools

eAgent system

Job description

Job Description

The Dina Molina Agency in Camarillo, California, is looking for an enthusiastic, customer-focused, and motivated professional to join our team as a Full-Time Administrative Customer Service & Sales Representative (CSSR).

In this role, you'll do more than provide exceptional customer service—you'll build lasting relationships with our customers by helping them protect what matters most. You'll answer questions, resolve policy needs, identify coverage gaps, and educate customers on insurance solutions that fit their changing lives.

As a trusted advisor, you'll have opportunities to cross-sell and recommend additional products such as auto, home, renters, life, umbrella, and other insurance options that provide greater protection and peace of mind. Your ability to uncover customer needs, offer personalized solutions, and deliver an outstanding service experience will play a key role in our agency's continued growth.

We're looking for someone with a positive attitude, strong communication skills, and a passion for helping people. If you enjoy building rapport, creating value for customers, and contributing to a high-performing team, we'd love to meet you.

If you're ready to grow your career with a supportive team that values excellence, personal development, and making a difference every day,

Benefits

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

Responsibilities

• Process customer policy change requests.
• Secure all Trailing Documents from customers.
• Complete Evidence of Insurance requests.
• Document each customer contact in eAgent.
• Immediately greet all customers, entering the office, in a friendly and helpful manner.
• Take premium payments from customers.
• Ask each customer for referrals and explain our referral program.
• Treat each customer contact as a cross and up-sell opportunity including financial products.
• Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
• Return all phone messages promptly.
• Provide exceptional customer service and support.
• Develop and maintain client relationships.
• Attend training and continuing education courses.
• Handle customer renewals.

Requirements

• Possess an upbeat, positive and enthusiastic attitude.
• Must have ability to multi-task.
• Professional phone etiquette.
• Great Customer Service Skills.
• A Property & Casualty insurance license is required.
• Bilingual, fluent in both English and Spanish is beneficial.