Insurance SpecialistCustomer Service

Marthas Travel and Income Tax Service Corp; Sunnyvale (CA); On-site; USD 65,000 - 105,000; Full time

Benefits offered by this job

Base Pay + Commissions & Bonuses

Personal mentorship from experienced agents

Supportive team atmosphere

Job summary

A community-focused insurance agency in Sunnyvale seeks motivated insurance producers to provide exceptional customer service and support. Candidates should be bilingual in Spanish and English, possess problem-solving skills, and thrive in a fast-paced environment. The role offers unique growth potential with personal mentorship and a supportive team atmosphere.

Qualifications

• Self-motivated problem solver ready for growth in the insurance field.
• Experience in providing customer service in both Spanish and English.
• Able to work in a family-oriented, fast-paced environment.

Responsibilities

• Provide in-person customer service and sales.
• Educate clients on various insurance options ethically.
• Service existing accounts and answer client questions.
• Serve existing accounts, answer questions, and provide accurate information.
• Identify cross-selling opportunities across agency service lines.
• Maintain punctual, professional attitude.

Skills

Bi-lingual Spanish/English

Customer service skills

Problem-solving skills

Team player

Computer skills (Google Docs, MS Office)

Tools

Agency Matrix

Job description

We are looking for motivated, hardworking insurance producers to join our dedicated & trusted team. We are committed to providing the highest quality service to clients who entrust their auto, home, small business and/or other insurance needs to us. Ideally, you are a licensed agent that is ready to play a key role in growing our company's insurance agency.

What you bring to the team:

• You are a self-motivated, problem solver that understands his/her salary can grow exponentially as the agency grows.
• You're Bi-lingual Spanish/English, and comfortable providing high quality customer service in either language. (sometimes both at the same time)
• You enjoy working in a family oriented, fast paced environment and a desire to foster long term relationships with clients and team members.
• A team player with a competitive spirit and an eagerness to learn and improve.
• You take pride in providing value & building trust within the Latino community specifically around our core pillars of Education, Confidentiality, and Quality Customer Service along with the greater community at large.
• Preference to those with experience working with Agency Matrix or other CRM, providing non-standard insurance, strong computer (google docs, MS Office) skills, and an ability to identify cross selling opportunities.

What we bring:

• A well-established multi-service agency that has been a valuable community resource in Sunnyvale, Santa Clara, and beyond for over 25 years.
• Long term growth opportunities with the ability to shape this position as your own by achieving target goals consistently.
• Personal mentorship from forward thinking, modern best practice agents with over 100 years of combined experience who understand your success is the agency’s success!
• Supportive, family like team atmosphere in a professional office setting.
• Base Pay + Commissions & Bonuses

The expectations in this role:

• In person customer service, sales, underwriting and record keeping.
• Educate clients ethically on auto, home, renters, & small business insurance options.
• Communicate clearly with clients when quoting prices & financial options and complete sales with extraordinary customer service.
• Service existing accounts, answer questions, and provide accurate information to ensure clients can make the best decision for their families.
• Help identify cross-selling opportunities across our agency service matrix.
• Punctual with a professional attitude.

Schedule:

Hours: Full Time, 40 Hours/week