• Gilroy, CA
  • $36,000–$78,000 Per Year
  • Quick Apply
30+ days ago

Job Description

We are seeking a motivated and detail-oriented Customer Service Sales Representative to join our dynamic insurance team. This position is a in the office with some flexibility, combining exceptional customer service skills with the ability to drive sales growth. Youll play a key role in ensuring client satisfaction, growing our customer base, and helping individuals find the right insurance solutions.

Salary Range: $36000.00 - $78000.00 per year


Benefits

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Flexible Schedule

Health Insurance

Dental Insurance

Hands on Training

Mon-Fri Schedule

Evenings Off

Retirement Plan


Responsibilities

Customer Service:

Handle inbound and outbound customer inquiries via phone, email, or in person.

Assist clients with policy questions, billing inquiries, claims processing, and general support.

Ensure timely follow-up with customers to resolve any issues.

Build and maintain positive client relationships by providing a seamless and personalized experience.

Sales:

Identify customer needs and offer tailored insurance solutions (auto, home, life, business, etc.).

Proactively cross-sell and upsell insurance products to existing and potential clients.

Meet or exceed individual and team sales goals.

Follow up on leads and referrals to drive new business opportunities.

Administrative Support:

Process policy changes, renewals, and cancellations accurately.

Maintain up-to-date client records and documentation in the system.

Support the sales team with administrative tasks as needed.

Compliance:

Adhere to all state and federal insurance regulations.

Maintain confidentiality and comply with company policies.


Requirements

Must be able to pass a background

Must have a valid drivers license

Must be willing to get your insurance license

Numbers & Facts

LocationGilroy, CA
Salary$36,000–$78,000 Per Year

Skills

  • Administrative Skillsunmatched
  • Auto Insuranceunmatched
  • Billingunmatched
  • Claims Processingunmatched
  • Cross-Sellingunmatched
  • Customer Relationsunmatched
  • Customer Satisfactionunmatched
  • Customer Support/Serviceunmatched
  • Dental Insuranceunmatched
  • Detail Orientedunmatched
  • Develop and Maintain Customersunmatched
  • Documentationunmatched
  • Driver's Licenseunmatched
  • Exceeded Sales Goalunmatched
  • Federal Laws and Regulationsunmatched
  • Health Insuranceunmatched
  • Insuranceunmatched
  • Insurance Regulationsunmatched
  • Insurance Salesunmatched
  • Needs Assessmentunmatched
  • Resolve Customer Issuesunmatched
  • Retirement Planunmatched
  • Revenue Growthunmatched
  • Salesunmatched
  • Sales Administrationunmatched
  • Sales Supportunmatched
  • State Laws and Regulationsunmatched
  • Time Managementunmatched
  • Up-Sellingunmatched
  • Vehicle Drivingunmatched

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