Overview

We are seeking a dynamic, versatile, and highly motivated individual to join our team as an Insurance Agent, Customer Service Representative, and Office Manager. This multifaceted role requires a proactive "Jack of all trades" who is willing to do whatever it takes to get the job done. The ideal candidate will excel in a fast-paced environment, providing exceptional customer service, managing office operations, and driving insurance sales.

Mission

To empower our clients with tailored insurance solutions that provide peace of mind, while fostering a culture of integrity, innovation, and relentless dedication to exceeding expectations.

Vision

To be the trusted leader in insurance services, known for our commitment to client satisfaction, continuous growth, and a team that embraces challenges with a solution-driven mindset.

Culture

Our team thrives on a culture of growth and a "do what it takes" mentality. We believe in cultivating a growth mindset, where every challenge is an opportunity to learn, adapt, and improve. We are passionate about personal and professional development, encouraging our team members to push boundaries, take initiative, and contribute to our collective success. No task is too big or too small—our focus is on delivering results and growing together.

Key Responsibilities

Insurance Agent

• Prospect, identify, and generate new business opportunities through leads, referrals, and networking.
• Assess clients’ insurance needs and recommend appropriate coverage plans.
• Prepare quotes, explain policy details, and assist clients in selecting suitable insurance products.
• Maintain strong client relationships to ensure renewals and customer satisfaction.
• Stay updated on insurance industry trends, products, and regulations.

Customer Service Representative

• Serve as the primary point of contact for clients via phone, email, and in-person interactions.
• Address client inquiries, resolve issues, and provide policy information with professionalism and clarity.
• Process policy applications, endorsements, renewals, and cancellations accurately.
• Follow up with clients to ensure satisfaction and address additional needs.

Office Manager

• Oversee daily office operations, ensuring a professional and efficient work environment.
• Manage office supplies, equipment, and vendor relationships.
• Maintain accurate records, including client files, financial transactions, and reports.
• Coordinate schedules, appointments, and meetings for the team.
• Assist with basic bookkeeping, invoicing, and payment processing.

Additional Duties

• Perform ad-hoc tasks as needed to support team goals and business operations.
• Contribute to marketing efforts, such as social media updates and promotional campaigns.
• Support team members with administrative and operational tasks to ensure seamless workflows.

Qualifications

• Language Proficiency: Must be fluent in English (both written and verbal) with excellent phone and email communication skills.
• Technical Skills: Proficient in Microsoft Office Suite (Word, PowerPoint, Outlook) with advanced skills in Excel (e.g., data entry, formulas, pivot tables).
• Experience: Prior experience in insurance sales, customer service, or office management is preferred.
• Licensing: Valid insurance agent license preferred; candidates without a license must obtain one within the first three months from the date of hire.
• Skills:
• Exceptional interpersonal and customer service skills.
• Strong organizational and multitasking abilities.
• Detail-oriented with a high level of accuracy in data entry and documentation.
• Ability to work independently and as part of a team.
• Problem-solving mindset with a proactive, can-do attitude.
• Education: High school diploma or equivalent required; associate or bachelor’s degree preferred.

Work Environment

• Full-time position, Monday through Friday, with occasional evenings or weekends as needed.
• Office-based role with potential for local travel to meet clients or attend networking events.
• Collaborative team environment with opportunities for growth and professional development.

Why Join Us?

• Competitive salary with commission-based incentives.
• Comprehensive benefits package, including health insurance and retirement plans.
• Supportive team culture with ongoing training and development opportunities.
• Opportunity to make a meaningful impact on clients’ lives and the business’s success.

How to Apply

Please submit your resume and a cover letter highlighting your relevant experience and why you’re a great fit for this role to: Fax: 1-408-615-1283 or Email: [email protected]. We look forward to meeting our next team superstar!

• Note: Only candidates selected for an interview will be contacted.