Insurance Office Representative

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

Benefits:

• Simple IRA
• Bonus based on performance
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Vision insurance

Banuelos Insurance Solutions | Orinda, CA or Pinole, CA

Launch Your Career with a Team That Invests in Your Success

Are you friendly, outgoing, and looking for a career where you can make a real difference? Do you enjoy meeting new people, building relationships, and helping others?

Banuelos Insurance Solutions is looking for a motivated Insurance Office Representative to join our growing team in Orinda or Pinole, CA. We're searching for someone with a positive attitude, strong people skills, and a genuine desire to learn and succeed.

No insurance experience is required—we're looking for the right personality and will provide the training, coaching, and support to help you build a successful career in the insurance industry.

If you're motivated to grow professionally while helping individuals and families protect what matters most, we'd love to meet you!

Why Join Banuelos Insurance Solutions?

• Paid training and ongoing mentorship.
• Licensing support for qualified candidates.
• Competitive compensation with commission and bonus opportunities.
• Opportunities for career growth and advancement.
• Supportive, team-oriented work environment.
• The opportunity to build a stable and rewarding career in the insurance industry.
• Make a meaningful impact by helping individuals and families in your local community.

What You'll Do

As an Insurance Office Representative, you'll learn the insurance business while building relationships with customers and helping them find coverage solutions that fit their individual needs.

Responsibilities

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

What We’re Looking For

• Friendly, outgoing, and professional personality.
• Excellent communication and interpersonal skills.
• Positive attitude with a willingness to learn and be coached.
• Goal-oriented and motivated to succeed.
• Strong work ethic and desire to build a career.
• Strong problem-solving and organizational skills.
• Comfortable learning new computer systems and technology.
• Team player who enjoys collaborating with others.
• Previous sales, retail, hospitality, customer service, banking, or other people-focused experience is a plus - not required.

Who Thrives in This Role?

The people who are most successful at Banuelos Insurance Solutions are those who genuinely enjoy helping others and building lasting relationships. They're positive, coachable, dependable, and excited to learn new skills while growing their income and career.

At Banuelos Insurance Solutions, we believe great insurance professionals are developed - not just hired. We'll provide the training, mentorship, and support you need to build a successful career while helping customers in the Orinda and Pinole communities.