Insurance Inside Sales Representative/Customer Service

2 months ago

San Jose, United States Pinnacle One Insurance Services, Inc. Full time
Job DescriptionJob Description

Discover the opportunity to join Pinnacle One Insurance Services, Inc., a leading agency in San Jose, California. As we continue to grow and expand, we are seeking an enthusiastic Insurance Sales Producer to join our dynamic team. At Pinnacle One, we believe in the power of personal relationships, integrity, and a commitment to excellence. Our agents are at the forefront of providing tailored insurance solutions to our valued clients, ensuring their peace of mind and financial security.

If you are looking for a rewarding role where your dedication and passion for helping others shine through, then this is the place for you. We are a close-knit team that values collaboration, professionalism, and a positive work environment. Join us on our mission to provide exceptional service and create lasting relationships with our clients.


License not required but preferred


Benefits

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Vision Insurance

Dental Insurance

Life Insurance

Hands on Training

Tuition Reimbursement

Mon-Fri Schedule

Retirement Plan

Evenings Off


Responsibilities
  • Achieve goals and measurables by writing new property and casualty insurance from leads that are provided by the agency.
  • Ensure that the Gardella Agency Sales Process is followed on a consistent basis with all prospects.
  • Accountable for managing a pipeline in the CRM and following up with all prospects accordingly.
  • Responsible for accurate underwriting.
  • Ensure all documents are received and e-signed by prospects that have purchased insurance.
  • Demonstrate competency and knowledge of new products & rules for our industry.
  • Deliver exceptional service before and after the sale to ensure client satisfaction and retention.

Requirements

Licensing: Possess a valid California Life and Health Insurance license or willingness to obtain one within a specified timeframe. (not required but preferred)

Experience: Demonstrated success in sales roles, preferably within the insurance industry, showcasing strong prospecting and closing skills.

Communication Skills: Excellent verbal and written communication skills, with the ability to explain complex insurance concepts in a clear and concise manner.

Goal-Oriented: Motivated by achieving and surpassing sales targets, with a track record of driving revenue growth through strategic sales initiatives.

Team Player: Collaborative and team-oriented individual who thrives in a supportive, cohesive work environment focused on mutual success.

Professionalism: Maintain a high level of professionalism, integrity, and ethical conduct in all interactions with clients, colleagues, and industry partners.


Pinnacle One Insurance's core values are having a positive mindset, being customer-focused, coachable, self-driven, and a team player. We lead with these core values every day which allows our team members to genuinely enjoy being a part of the agency and their team in order to provide excellence for our clients and each other.

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