Customer Service / Insurance Specialist

Cb

  • Sunnyvale, California
  • 30+ days ago
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    Skills

    • Best Practicesunmatched
    • Communication Skillsunmatched
    • Cross-Sellingunmatched
    • Customer Relationsunmatched
    • Customer Relationship Management (CRM)unmatched
    • Customer Support/Serviceunmatched
    • Customer Trainingunmatched
    • English Languageunmatched
    • Google Appsunmatched
    • Insuranceunmatched
    • Mentoringunmatched
    • Microsoft Officeunmatched
    • Multilingualunmatched
    • Price Quotesunmatched
    • Problem Solving Skillsunmatched
    • Record Keepingunmatched
    • Resolve Customer Issuesunmatched
    • Salesunmatched
    • Sales Prospectingunmatched
    • Small Businessunmatched
    • Spanish Languageunmatched
    • Underwritingunmatched

    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

    Numbers & Facts

    LocationSunnyvale, California

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