Multiline Insurance Advisor & Community-Focused Team Member

925insurance; Tracy (CA); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Free food & snacks

Paid time off

Job summary

Katie Brazil Insurance Agency in Tracy, California, is seeking a Multiline Representative. This role involves building relationships with customers, supporting office operations, and engaging in community marketing efforts to promote available insurance products.

The ideal candidate will possess effective communication skills and strong organizational abilities. This is an opportunity to grow within a supportive team environment dedicated to serving the community.

Qualifications

• Excellent written and verbal communication skills are necessary.
• Strong attention to detail and organizational skills required.
• Experience in customer service or insurance preferred.

Responsibilities

• Communicate with customers to understand their needs.
• Assist in building relationships with customers across product lines.
• Support daily office operations, including documentation and scheduling.
• Participate in community marketing efforts.
• Maintain accurate records for a consistent customer experience.
• Collaborate with team members to meet office goals.

Skills

Effective written and verbal communication skills

Strong organizational abilities

Customer service experience

Ability to work in a fast-paced environment

Education

State insurance licenses

Job description

Benefits:

• 401(k) matching
• Bonus based on performance
• Free food & snacks
• Competitive salary
• Paid time off

You May Be a Great Fit as a Multiline Representative at Katie Brazil Insurance Agency if:

• You’re the person people call first when life goes sideways - calm, steady, and ready to help.
• You genuinely care about your community and are dedicated to providing excellent service that makes a positive impact on the people around you.
• You’re a natural relationship-builder who earns trust quickly and keeps it.
• You listen first, then guide, making customers feel understood while confidently recommending solutions.
• You’re motivated by goals and growth, and you know how to turn needs-based conversations into confident buying decisions that truly help customers.

Location Address: 4598 S Tracy Blvd, Suite 140, Tracy CA

At Katie Brazil Insurance Agency, we’re here to help people protect what matters most. We take pride in serving our community with integrity, care, and real support. Whether we’re helping someone navigate a claim or personalize a plan, we believe in doing meaningful work that makes a difference. If you're looking to grow your career, help others, and be part of a team that strives to do good every day, you’ll fit right in with us.

Responsibilities:

• Communicate with customers to understand their needs and provide available product information.
• Assist in developing relationships with new and existing customers across multiple product lines.
• Support daily office operations, including documentation, scheduling, and follow-up activities.
• Participate in marketing efforts to promote awareness within the community.
• Maintain accurate records and ensure a consistent customer experience.
• Collaborate with team members to achieve office objectives.

Qualifications:

• Effective written and verbal communication skills.
• Strong organizational abilities with attention to detail.
• Comfortable working in a fast-paced environment.
• Prior experience in customer service, business support, or insurance preferred.
• Must possess or be able to obtain necessary state insurance licenses.