Customers Service and Sales Representative
Gilroy, CA Gilroy, CA Full-time Full-time $32,000 - $49,900 a year $32,000 - $49,900 a year Job Description Our agency is growing and Pinheiro Insurance Agency, Inc wants you! As an award winning insurance agency, we are always looking to stay one step ahead of the game.
If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential! If you are looking to work for a well-established, best in class insurance agency, then apply today because we are hiring! Come join an agency that is committed to helping our clients choose the best insurance coverage to meet their needs while providing every customer with the all-star service they deserve! If you are hard-working and empathetic then the role as Insurance client advisor is for you! Salary Range:
$32000.
00 - $49900.
00 per year Benefits Health Insurance Paid Holidays Base Salary with Commissions Bonus Opportunities Paid Time Off (PTO) Mon-Fri Work Schedule Holidays Off 401K Plan Performance Bonuses Professional Work Environment Office Snacks & Coffee Responsibilities Develop insurance quotes, makes sales presentations, and closes sales.
Develop ongoing networking relationships with Real Estate Agents, Mortgage Lenders, Title Companies, Auto Dealers, etc.
Secure all Trailing Documents from customers.
Handle all incoming claim calls from customers.
Complete Evidence of Insurance requests.
Develop new Financial Services opportunities.
Immediately greet all customers, entering the office, in a friendly and helpful manner.
Take premium payments from customers.
Ask each customer for referrals and explain our referral program.
Treat each customer contact as a cross and up-sell opportunity including financial products.
Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
Return all phone messages promptly.
Provide exceptional customer service.
Be outstanding at relationship building.
Maintain client relationships with follow up phone calls.
Claims follow up calls.
Schedule appointments for sales staff to meet prospective customers.
Foster strong relationships with our customers to maintain a high level of client retention and product loyalty.
Educate clients on the insurance policies that best suit their needs Provide policies to new clients and explain benefits/risks of the policy Requirements Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
Possess an upbeat, positive and enthusiastic attitude.
Possess proficient computer skills, Salesforce knowledge a plus.
Proficiency to multi-task, follow-thru and follow-up.
Excellent Communication/interpersonal skills.
Confident, self-starter who works well independently.
A Property & Casualty license is preferred but will train individual.
Must be highly self-motivated.
Professional phone etiquette.
Command of Business Writing and Editing Skills.
Great Customer Service Skills.
Problem-Solving Capabilities.
Works well with other employees and is a team player.
Bilingual, fluent in both English and Spanish is beneficial.
Company Description David M.
Pinheiro Insurance Agency Inc is a team of dedicated individuals that work hard to provide each customer the best service while educating them on insurance products that would benefit them the most.
We are always looking for talented individuals who want to succeed in the insurance industry.
If you are willing to learn and looking for a rewarding career opportunity, then we encourage you to apply today! Here are some ways Farmers contributes to your success:
EUR The choice of building or buying an agency EUR plus financial support options EUR More than 50 highly competitive insurance and financial services products EUR Multiple opportunities to maximize your income, including quarterly bonuses, residual programs and performance rewards EUR Ongoing training and support through the University of Farmers, one of the most awarded corporate training organizations in the world EUR Corporate sponsorship of charities and non-profit programs in your community EUR Veterans transition program and more.
If you're ready to learn more about the rewards of working as a Farmers agent, give me call.
Let's discuss your experience, business goals and entrepreneurial options.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential! If you are looking to work for a well-established, best in class insurance agency, then apply today because we are hiring! Come join an agency that is committed to helping our clients choose the best insurance coverage to meet their needs while providing every customer with the all-star service they deserve! If you are hard-working and empathetic then the role as Insurance client advisor is for you! Salary Range:
$32000.
00 - $49900.
00 per year Benefits Health Insurance Paid Holidays Base Salary with Commissions Bonus Opportunities Paid Time Off (PTO) Mon-Fri Work Schedule Holidays Off 401K Plan Performance Bonuses Professional Work Environment Office Snacks & Coffee Responsibilities Develop insurance quotes, makes sales presentations, and closes sales.
Develop ongoing networking relationships with Real Estate Agents, Mortgage Lenders, Title Companies, Auto Dealers, etc.
Secure all Trailing Documents from customers.
Handle all incoming claim calls from customers.
Complete Evidence of Insurance requests.
Develop new Financial Services opportunities.
Immediately greet all customers, entering the office, in a friendly and helpful manner.
Take premium payments from customers.
Ask each customer for referrals and explain our referral program.
Treat each customer contact as a cross and up-sell opportunity including financial products.
Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
Return all phone messages promptly.
Provide exceptional customer service.
Be outstanding at relationship building.
Maintain client relationships with follow up phone calls.
Claims follow up calls.
Schedule appointments for sales staff to meet prospective customers.
Foster strong relationships with our customers to maintain a high level of client retention and product loyalty.
Educate clients on the insurance policies that best suit their needs Provide policies to new clients and explain benefits/risks of the policy Requirements Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
Possess an upbeat, positive and enthusiastic attitude.
Possess proficient computer skills, Salesforce knowledge a plus.
Proficiency to multi-task, follow-thru and follow-up.
Excellent Communication/interpersonal skills.
Confident, self-starter who works well independently.
A Property & Casualty license is preferred but will train individual.
Must be highly self-motivated.
Professional phone etiquette.
Command of Business Writing and Editing Skills.
Great Customer Service Skills.
Problem-Solving Capabilities.
Works well with other employees and is a team player.
Bilingual, fluent in both English and Spanish is beneficial.
Company Description David M.
Pinheiro Insurance Agency Inc is a team of dedicated individuals that work hard to provide each customer the best service while educating them on insurance products that would benefit them the most.
We are always looking for talented individuals who want to succeed in the insurance industry.
If you are willing to learn and looking for a rewarding career opportunity, then we encourage you to apply today! Here are some ways Farmers contributes to your success:
EUR The choice of building or buying an agency EUR plus financial support options EUR More than 50 highly competitive insurance and financial services products EUR Multiple opportunities to maximize your income, including quarterly bonuses, residual programs and performance rewards EUR Ongoing training and support through the University of Farmers, one of the most awarded corporate training organizations in the world EUR Corporate sponsorship of charities and non-profit programs in your community EUR Veterans transition program and more.
If you're ready to learn more about the rewards of working as a Farmers agent, give me call.
Let's discuss your experience, business goals and entrepreneurial options.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
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