Summary :

Were seeking a brilliant Customer Service Sales Representative; come be a part of our agency and work with clients that appreciate the value that our Insurance Agency brings. This Insurance Agency is a top 1% of insurance agencies in the state of CA with over 20 years as a local San Diego agency!!

Customer Service & Sales Representative Duties:

• Attracts potential customers by answering product and service questions; suggesting information about other products and services
• Provide general clerical support including correspondence, photocopying, preparing mailings, faxing, and filing, collating using software and Agency Management System
• Resolves product or service problems by clarifying the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution
• Cross sell insurance products, identify sales leads, and follow-up with outbound calls
• Understand and analyze clients life events that may offer sales cues for additional opportunities to meet the client needs
• Identifies prospects and sets appointments and overcome rejections
• Obtain prospect information such as name, time available, and current insurance information
• Maintain a safe and clean working environment by complying with procedures, rules and regulations
• Perform other duties as assigned

Attributes needed to be successful:

• Exhibits excellent interpersonal skills to handle client needs in person and over the phone
• Attention to detail, follow-through and eagerness to market our products are very important in handling daily activities of the office
• Ability to be empathetic, positive and upbeat in written and verbal communications - excellent grammar and proofreading
• Good organizational skills and an ability to prioritize
• Computer proficiency with MS Outlook and MS Word

Candidate Preference:

• Must have High School Diploma or equivalent
• 2 years of Customer Service or Office experience
• Bilingual (Spanish) Preferred

Our customer experience champions like you receive:

• Competitive guaranteed hourly wage after training completion
• Bonuses
• Paid product training
• Continuing education
• Career advancement opportunities
• Employee Rewards and Discounts
• And much, much more!

Potential for Growth:

• Must be willing to obtain a CA Insurance License within the first 30 days of employment.

This is a Full-Time, permanent position!