Customer Service Representative

1 week ago


Vallejo, California, United States Daniel Fraser - District Office Full time
About Us

The Daniel Fraser - District Office is committed to delivering personalized and comprehensive insurance solutions to our clients.

We pride ourselves on fostering long-term relationships built on trust, reliability, and exceptional service.

Our team is comprised of dedicated professionals who share a passion for helping others and making a positive impact in our community.


What We Offer

We offer a competitive salary range of $60,000 - $80,000 per year, based on experience, as well as opportunities for career growth and professional development.

As an Insurance Sales Professional, you will have the opportunity to work in a dynamic and supportive environment, where you can grow your skills and advance your career.

We also offer flexible scheduling and a mon-fri schedule, allowing you to maintain a healthy work-life balance.


Responsibilities

As an Insurance Sales Professional, you will be responsible for:

  • Providing exceptional customer service to our clients.
  • Assisting clients with their insurance needs and answering inquiries.
  • Processing applications and promoting our products and services.
  • Building and maintaining strong relationships with clients.
  • Maintaining accurate and organized client records.
  • Ensuring compliance with all insurance regulations and agency policies.

Requirements

To succeed in this role, you will need:

  • Previous experience in customer service or a related field.
  • Excellent communication and problem-solving skills.
  • A Property & Casualty license or willingness to obtain one.
  • A sales-oriented mindset and a proven track record of meeting or exceeding sales targets.
  • Proficiency in using computers and insurance agency management software.
  • Attention to detail and accuracy.
  • Self-motivation and a goal-oriented mindset.
  • Collaborative skills and the ability to handle confidential information with integrity.
  • Bilingual abilities.


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