Customer Service and Sales Representative

Job Description

Job Description

The Customer Service & Sales Representative will be responsible for supporting existing clients, managing policy servicing, and driving new business through sales of personal and commercial insurance products. This role requires strong communication skills, a customer-first attitude, and the ability to thrive in a fast-paced, goal-oriented environment.

Benefits

Hourly Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Hands on Training

Career Growth Opportunities

Responsibilities

Customer Service :

Respond to client inquiries via phone, email, and in-person with professionalism and urgency.

Process policy changes, endorsements, cancellations, and renewals.

Assist clients with billing questions, claims reporting, and coverage explanations.

Maintain accurate records in the agency management system.

Proactively reach out to clients to review policies and ensure adequate coverage.

Sales & Business Development :

Identify opportunities to cross-sell and up-sell additional insurance products.

Generate new business through referrals, networking, and outbound calls.

Provide insurance quotes, explain coverage options, and close sales.

Meet or exceed monthly sales and retention goals.

Participate in community and agency marketing efforts to increase brand awareness.

Requirements

High school diploma or equivalent (Bachelors degree preferred).

Active CA Property & Casualty Insurance License (or ability to obtain within 60 days).

Previous customer service or sales experience required (insurance experience strongly preferred).

Excellent communication, interpersonal, and problem-solving skills.

Detail-oriented with strong organizational and follow-up abilities.

Proficiency with computers, CRM / AMS software, and Microsoft Office Suite.

Self-motivated and results-driven, with the ability to work both independently and as part of a team.