Remote Insurance Inside Sales & Service Specialist

The Juris Agency; San Jose (CA); On-site; USD 42,000 - 68,000; Full time

Benefits offered by this job

PTO

Work from Home

Flexible Schedule

Health insurance

Dental insurance

Vision insurance

Life insurance

Hands on Training

Tuition reimbursement

Mon-Fri Schedule

Career growth opportunities

Retirement plan

Job summary

Pinnacle One Insurance Services, Inc. in San Jose seeks an Inside Sales and Customer Service Representative to be the primary contact for our local clients. You will help protect what matters most by answering questions, issuing policies, and processing endorsements.

You will thrive in a warm, collaborative office with growth opportunities and a commitment to integrity and excellence.

Qualifications

• Active Property & Casualty license for California required.
• Excellent verbal communication and client-facing skills.
• Proficiency with agency management software and MS Office.

Responsibilities

• Respond to client inquiries regarding policies and coverage options with care.
• Provide accurate quotes and issue policies for new and existing clients.
• Process endorsement requests and update active accounts.
• Collaborate with underwriting partners to resolve coverage questions.
• Maintain organized records of client interactions and policy updates.

Skills

Verbal communication

Customer service

Microsoft Office

Agency management software

Education

High school diploma or equivalent

Active Property & Casualty license (CA)

Tools

Agency management software

Microsoft Office

Job description

Pinnacle One Insurance Services, Inc. in San Jose seeks an Inside Sales and Customer Service Representative to be the primary contact for our local clients. You will help protect what matters most by answering questions, issuing policies, and processing endorsements.

You will thrive in a warm, collaborative office with growth opportunities and a commitment to integrity and excellence.