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Customer Service / Insurance Specialist

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Overview

Schedule
Full-time
Career level
Senior-level
Remote
On-site

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

Automate your job search with Sonara.

Submit 10x as many applications with less effort than one manual application.

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FAQs About Customer Service / Insurance Specialist Jobs at Cb

What is the work location for this position at Cb?
This job at Cb is located in Sunnyvale, California, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Cb?
Employer has not shared pay details for this role.
What employment applies to this position at Cb?
Cb lists this role as a Full-time position.
What experience level is required for this role at Cb?
Cb is looking for a candidate with "Senior-level" experience level.
What is the process to apply for this position at Cb?
You can apply for this role at Cb either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.