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Customer Service Sales Rep

Pinheiro Insurance Agency Farmers Insurance
Gilroy, CA Full Time
POSTED ON 11/5/2025
AVAILABLE BEFORE 1/4/2026

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. Youll 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 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 and procedures.

About Us

Pinheiro Insurance Agency, part of the trusted Farmers Insurance family, is a dynamic and professional team dedicated to protecting what matters most. We're seeking energetic individuals ready to grow their careers in a client-focused environment. Join us and make a real impact!

Salary : $36,100 - $78,000

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