Insurance Inside Sales & Client Service Pro – Flexible

Ngocphunginsurance; Santa Ana (CA); On-site; USD 31,684 - 38,572; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Health insurance

Paid time off

Flexible schedule

Job summary

A local insurance agency in Orange County is seeking an Inside Sales & Client Service Representative. The role involves providing exceptional client service, identifying sales opportunities, and maintaining client records. Candidates should hold or be willing to obtain their Property & Casualty and Life & Health licenses. Strong communication and sales skills are essential. Competitive hourly pay of $23-$28, along with commissions and bonuses. Multilingual candidates fluent in Spanish or Vietnamese are highly encouraged to apply.

Qualifications

• Holds or is willing to obtain a Property & Casualty license and Life & Health license.
• Strong communicator with excellent interpersonal and negotiation skills.
• Comfortable transitioning from client service to sales discussions.
• Self-motivated, organized, and detail-oriented.
• Previous sales or customer service experience is a plus.
• Multilingual (Spanish or Vietnamese) is an advantage.

Responsibilities

• Provide personalized service to existing clients and prospects.
• Analyze client insurance needs and recommend appropriate products.
• Identify sales opportunities and pivot from service to sales conversations.
• Follow up on inbound leads and nurture relationships.
• Maintain accurate client records using CRM tools.
• Collaborate with the team to meet sales goals.

Skills

Customer service

Sales

Bilingual (Spanish or Vietnamese)

Communication

Negotiation

Detail-oriented

Education

Property & Casualty license

Life & Health license

Tools

CRM tools

Job description

A local insurance agency in Orange County is seeking an Inside Sales & Client Service Representative. The role involves providing exceptional client service, identifying sales opportunities, and maintaining client records. Candidates should hold or be willing to obtain their Property & Casualty and Life & Health licenses. Strong communication and sales skills are essential. Competitive hourly pay of $23-$28, along with commissions and bonuses. Multilingual candidates fluent in Spanish or Vietnamese are highly encouraged to apply.