Insurance Office Pro: Training, Licensing & Growth

Banuelos Insurance Solutions; Orinda (CA); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Simple IRA

Bonus based on performance

Dental insurance

Flexible schedule

Health insurance

Opportunities for advancement

Paid time off

Training & development

Vision insurance

Job summary

Banuelos Insurance Solutions is seeking an Insurance Office Representative to join our team in Orinda or Pinole, CA. No prior insurance experience is required as training, coaching, and support are provided to help you build a successful career.

You will learn the insurance business, build relationships with customers, and help clients find coverage solutions that fit their needs. A friendly, professional demeanor and a strong work ethic are essential for success in this role.

Qualifications

• Friendly, outgoing, and professional personality.
• Excellent communication and interpersonal skills.
• Positive attitude with willingness to learn and be coached.
• Goal-oriented and motivated to succeed.
• Strong work ethic and desire to build a career.
• Tech-friendly and able to learn new computer systems.

Responsibilities

• Build and maintain relationships with prospective and existing customers.
• Learn about insurance products and recommend coverage solutions.
• Follow up on leads and generate new business through referrals and networking.
• Conduct needs-based conversations to understand customer goals and insurance needs.
• Educate clients on products, options, and discounts.
• Provide exceptional customer service before, during, and after the sale.
• Maintain accurate customer records and agency documentation.
• Participate in ongoing training and professional development.
• Work with the team to achieve individual and agency goals.

Skills

Friendly personality

Excellent communication

Interpersonal skills

Coachable attitude

Goal-oriented

Job description

Banuelos Insurance Solutions is seeking an Insurance Office Representative to join our team in Orinda or Pinole, CA. No prior insurance experience is required as training, coaching, and support are provided to help you build a successful career.

You will learn the insurance business, build relationships with customers, and help clients find coverage solutions that fit their needs. A friendly, professional demeanor and a strong work ethic are essential for success in this role.