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Insurance Specialist/Customer Service
Insurance Specialist/Customer ServiceMarthas Travel and Income Tax Service Corp • Sunnyvale, CA, US
Insurance Specialist / Customer Service

Insurance Specialist / Customer Service

Marthas Travel and Income Tax Service Corp • Sunnyvale, CA, US
30+ days ago
Job type
  • Full-time
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

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    Insurance Service • Sunnyvale, CA, US

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