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Insurance Sales Assistant or Seasoned Producer

Jill Mongeon-Farmers Insurance Agency
Thousand Oaks, CA Full Time
POSTED ON 3/18/2025
AVAILABLE BEFORE 5/1/2025

Job Description


Please read Be sure to complete assessment.

The candidate will be an integral part of our successful team supporting the owner and agency with daily customer quote requests, learning the products and learning or being able to explain coverages.  Prospecting new business with markteting efforts. Making sure our new and existing clients' everyday needs and concerns are being taken care of in a professional manner. You must be comfortable on the phone with a friendly I can do attitude. Exceptional customer service is our key to our success. 

Only apply if you are a self-starter, motivated, outgoing, people person, can build relationships, dedicated, and hard loyal worker. We offer a friendly and business casual work environment. This is an in office position.  

 


Benefits


Retirement Plan

Career Growth Opportunities

Hands on Training

Flexible Schedule

Paid Time Off (PTO)

Mon-Fri Schedule

Evenings Off


Responsibilities


-Preparing insurance quotes & cross selling, as well as prospecting new business..

  • Handle all incoming quote requests from customers.
  • Discuss coverages, ask all pertinent details with prospects
  • Assist owner with various duties.
  • Maintain & learn knowledge of new products & share with clients & prospects.
  • Be outstanding at relationship building.
  • Maintain client relationships with follow up phone calls.
  • Obtain prospects information such as name, business information, personal information and enter in system to obtain quotes.
  • Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems.
  • Foster strong relationships with our customers to maintain a high level of client retention and product loyalty.
  • Provides on-going support to insurance clients as needed.
  • Provide customers with additional information about new products and services
  • Responds to customers that need extra attention during these tough markets
  • Being able to build new relationships

Requirements


Looking for an extremely detail-oriented person, has multi-task ability, self starter and eager to learn. Able to work under fast paced environment for very busy office. 

Mature, self-confident demeanor, front office appearance.

Not afraid to handle issues as they come at you, able to ask questions, think outside the box to help resolve and find answers.

Enjoys to pay attention to details and great at figuring things out. 

Has good intuition and common sense.

Good customer service skills, pleasant demeanor, making clients feel comfortable is imperative. 

Great communication skills; written & oral. 

Able to recall details of day-to-day tasks to relay information to owner or staff members.

Strong organizational skills, ability to remain focused with excellent follow through.

Computer literate *MS Word/Excel/Outlook) and ability to learn difference SRM systems.

Great opportunity for some one who enjoys working with people, sales oriented, dedicated to excellent customer service, desire to learn and have a career with our insurance agency. 


This is a position that requires long term commitment.  P&C license a plus, if not license must obtain by 45 days of employment.

Salary : $45,000 - $80,000

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Job openings at Jill Mongeon-Farmers Insurance Agency

Jill Mongeon-Farmers Insurance Agency
Hired Organization Address Thousand Oaks, CA Full Time
Please read be sure to complete assessment. Must be P&C license (life a plus) candidate will be an integral part of our ...

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