Insurance Office: Customer Service & Admin Specialist

RAY SULLIVAN INSURANCE AGENCY; San Carlos (CA); On-site; USD 35,000 - 50,000; Full time

Benefits offered by this job

Competitive salary

Opportunity for advancement

Paid time off

Training & development

Collaborative environment

Job summary

RAY SULLIVAN INSURANCE AGENCY in San Carlos is seeking a Customer Service Representative and Office Administrator. This role includes answering calls, maintaining client relationships, and assisting customers with insurance needs. Candidates should have strong motivation, good communication skills, and a friendly demeanor. The position provides extensive training and a collaborative environment. Join a family-run agency with 40 years of service and become part of a top-performing team that values contributions and fosters professional growth.

Qualifications

• Strong communication skills essential for customer interaction.
• Experience with computers is required to manage systems.
• A genuine desire to assist clients and succeed in a team.

Responsibilities

• Answer incoming phone calls professionally.
• Proactively call customers with payment reminders.
• Assist clients with their insurance needs and requests.
• Maintain strong relationships with existing clients.

Skills

Strong motivation and desire to succeed

Good communication skills

Experience with computers

Genuine desire to be helpful

Friendly, positive demeanor

Trustworthy, dependable, ethical

Insurance experience

Job description

RAY SULLIVAN INSURANCE AGENCY in San Carlos is seeking a Customer Service Representative and Office Administrator. This role includes answering calls, maintaining client relationships, and assisting customers with insurance needs. Candidates should have strong motivation, good communication skills, and a friendly demeanor. The position provides extensive training and a collaborative environment. Join a family-run agency with 40 years of service and become part of a top-performing team that values contributions and fosters professional growth.