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Client Relations Trainee

2 months ago

Downey, California, United States Ozzie Carranza Insurance Agency- Farmers Insurance Full time

Join the dynamic team at Ozzie Carranza Insurance Agency - Farmers Insurance as a Customer Service Trainee. In this role, you will play a crucial part in supporting our bustling insurance office. Your main duties will involve responding to phone inquiries, initiating outbound communications via calls, texts, and emails to potential clients, managing appointment schedules, assisting with promotional activities, and performing various administrative tasks.

The ideal candidate will possess strong communication abilities and feel at ease engaging with prospective clients. A positive mindset and a robust work ethic are essential. Proficiency in both English and Spanish is highly desirable. This position starts as part-time, with the potential to transition into a full-time role. We provide a competitive hourly wage along with opportunities for long-term career growth, including commissions and bonuses.

Benefits

Competitive Hourly Wage + Commission + Bonus Potential

Comprehensive Training Program

Opportunities for Career Advancement

Paid Time Off (PTO)


Key Responsibilities
  • Conduct outbound calls to potential and existing clients while managing incoming calls
  • Gather and document information from prospects
  • Coordinate appointments and maintain the calendar for the sales team
  • Implement a systematic follow-up process
  • Develop and manage marketing lists
  • Assist with various office-related duties

Qualifications
  • A genuine eagerness to learn, along with being resourceful and adaptable
  • Able to handle multiple tasks while ensuring thorough follow-through
  • Exceptional communication and interpersonal skills
  • Motivated by commission opportunities
  • Capable of managing customer rejection
  • Bilingual proficiency in English and Spanish
  • No prior experience is required, but experience in Customer Service, Sales, or Marketing is advantageous
  • Detail-oriented with a focus on accuracy
  • Aspiring to advance in the insurance field by obtaining a license from the relevant regulatory authority