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Insurance Service Associate

2 months ago

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

Join our dynamic team at Ozzie Carranza Insurance Agency - Farmers Insurance as a Customer Service Trainee. In this role, you will play a vital part in supporting our busy insurance office. Your main duties will include:

  • Handling incoming calls and making outbound communications to potential clients.
  • Scheduling appointments and managing calendars for our sales team.
  • Assisting with marketing initiatives and various office tasks.

The ideal candidate will possess strong communication skills, a positive demeanor, and a willingness to learn. Bilingual proficiency in English and Spanish is highly desirable.

Key Responsibilities:

  • Engage with prospects and existing clients through calls and messages.
  • Document interactions and maintain accurate records of client information.
  • Organize and oversee appointment schedules for the sales staff.
  • Implement a systematic follow-up process.
  • Develop and manage marketing contact lists.
  • Support additional office-related activities as needed.

Qualifications:

  • A genuine eagerness to learn and adapt.
  • Ability to manage multiple tasks and follow through on commitments.
  • Exceptional interpersonal and communication skills.
  • Motivated by commission opportunities.
  • Resilience in handling customer objections.
  • Bilingual fluency in English and Spanish.
  • Previous experience in customer service, sales, or marketing is advantageous but not required.
  • Detail-oriented with a focus on accuracy.
  • Aspiring to grow into a licensed insurance agent role.

Benefits:

  • Competitive hourly base salary with commission and bonus potential.
  • Comprehensive training and development.
  • Opportunities for career advancement.
  • Paid Time Off (PTO).