Bilingual Insurance Producer

2 weeks ago


Sunnyvale, California, United States Marthas Travel and Income Tax Service Corp Full time
Job Opportunity

We are seeking a highly motivated and experienced insurance producer to join our team at Marthas Travel and Income Tax Service Corp. As a licensed agent, you will play a key role in growing our insurance agency and providing exceptional customer service to our clients.

Key Responsibilities:
  • Provide in-person customer service, sales, underwriting, and record keeping for auto, home, renters, and small business insurance options.
  • Educate clients ethically on insurance options and communicate clearly with clients when quoting prices and financial options.
  • Service existing accounts, answer questions, and provide accurate information to ensure clients can make informed decisions.
  • Help identify cross-selling opportunities across our agency service matrix.
Requirements:
  • Bi-lingual Spanish/English proficiency.
  • Strong computer skills, including Google Docs and MS Office.
  • Ability to work in a fast-paced environment and provide exceptional customer service.
  • Preference for experience working with Agency Matrix or other CRM systems.
What We Offer:
  • A well-established multi-service agency with over 25 years of experience.
  • Long-term growth opportunities with the ability to shape this position as your own.
  • Personal mentorship from experienced agents with over 100 years of combined experience.
  • A supportive, family-like team atmosphere in a professional office setting.


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