What are the responsibilities and job description for the Customer Service Representative at Pinheiro Insurance agency position at MA FORMICO INSURANCE AGENCY?
Benefits:
Job Overview
We are seeking a motivated and detail-oriented Customer Service Sales Representative to join our dynamic insurance team. This role combines exceptional customer service with sales-driven performance, helping clients find the right coverage while ensuring an excellent customer experience. You'll play a key role in building relationships, driving growth, and supporting daily agency operations.
Salary Range: $36,100.00 - $78,000.00 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
Requirements
Must be able to pass a background
Must have a valid drivers license
Must be willing to get your insurance license
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 up sell 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 and procedures.
Remote Type: No
Job Type: Full-Time
Job Category: Insurance Sales
Location: 190 1st St,Gilroy,CA,95020,US
- Competitive salary
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
Job Overview
We are seeking a motivated and detail-oriented Customer Service Sales Representative to join our dynamic insurance team. This role combines exceptional customer service with sales-driven performance, helping clients find the right coverage while ensuring an excellent customer experience. You'll play a key role in building relationships, driving growth, and supporting daily agency operations.
Salary Range: $36,100.00 - $78,000.00 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
Requirements
Must be able to pass a background
Must have a valid drivers license
Must be willing to get your insurance license
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 up sell 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 and procedures.
Remote Type: No
Job Type: Full-Time
Job Category: Insurance Sales
Location: 190 1st St,Gilroy,CA,95020,US
Salary : $36,100 - $78,000