Insurance Inside Sales & Client Service Pro – Flexible

Ngocphunginsurance; Santa Ana (CA); Presencial; USD 31.684 - 38.572; Tempo integral

Benefícios oferecidos por esta vaga

401(k) matching

Bonus based on performance

Health insurance

Paid time off

Flexible schedule

Resumo da vaga

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.

Qualificações

• 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.

Responsabilidades

• 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.

Conhecimentos

Customer service

Sales

Bilingual (Spanish or Vietnamese)

Communication

Negotiation

Detail-oriented

Formação

Property & Casualty license

Life & Health license

Ferramentas

CRM tools

Descrição da vaga

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.