Job Description

Join Pinnacle One Insurance Services, Inc., a reputable insurance agency dedicated to providing exceptional service to clients in San Jose, California. Our office setting fosters a collaborative environment where your voice is heard, ideas are valued, and growth is encouraged. As a Sales/Customer Service Representative, you'll be at the forefront of client interactions, offering personalized insurance solutions and building lasting relationships. If you thrive in a positive, inviting atmosphere and are eager to make a difference in people's lives, we welcome you to join our team.

Benefits

Responsibilities

• Answer calls from current clients and assist them with their inquiries.
• Achieve goals and measurables by writing new property and casualty insurance from incoming calls.
• Ensure that the Pinnacle One Insurance Sales Process is followed on a consistent basis with all prospects.
• Accountable for managing a pipeline in the CRM and following up with all prospects accordingly.
• Responsible for accurate underwriting.
• Ensure all documents are received and e-signed by prospects that have purchased insurance.
• Demonstrate competency and knowledge of new products & rules for our industry.

Requirements

Licensing: Possess a valid California Life and Health Insurance license or willingness to obtain one within a specified timeframe.

Experience: Demonstrated success in sales roles, preferably within the insurance industry, showcasing strong prospecting and closing skills.

Communication Skills: Excellent verbal and written communication skills, with the ability to explain complex insurance concepts in a clear and concise manner.

Goal-Oriented: Motivated by achieving and surpassing sales targets, with a track record of driving revenue growth through strategic sales initiatives.

Team Player: Collaborative and team-oriented individual who thrives in a supportive, cohesive work environment focused on mutual success.

Professionalism: Maintain a high level of professionalism, integrity, and ethical conduct in all interactions with clients, colleagues, and industry partners.

Pinnacle One Insurance's core values are having a positive mindset, being customer-focused, coachable, self-driven, and a team player. We lead with these core values every day which allows our team members to genuinely enjoy being a part of the agency and their team in order to provide excellence for our clients and each other.