What are the responsibilities and job description for the Insurance Specialist/Customer Service position at Marthas Travel and Income Tax Service Corp?
We are looking for motivated, hardworking insurance producers to join our dedicated & trusted team. We are committed to providing the highest quality service to clients who entrust their auto, home, small business and/or other insurance needs to us. Ideally, you are a licensed agent that is ready to play a key role in growing our company's insurance agency.
What you bring to the team:
· You are a self-motivated, problem solver that understands his/her salary can grow exponentially as the agency grows. · You’re Bi-lingual Spanish/English, and comfortable providing high quality customer service in either language. (sometimes both at the same time) · You enjoy working in a family oriented, fast paced environment and a desire to foster long term relationships with clients and team members. · A team player with a competitive spirit and an eagerness to learn and improve. · You take pride in providing value & building trust within the Latino community specifically around our core pillars of Education, Confidentiality, and Quality Customer Service along with the greater community at large. · Preference to those with experience working with Agency Matrix or other CRM, providing non-standard insurance, strong computer (google docs, MS Office) skills, and an ability to identify cross selling opportunities.
What we bring:
· A well-established multi-service agency that has been a valuable community resource in Sunnyvale, Santa Clara, and beyond for over 25 years. · Long term growth opportunities with the ability to shape this position as your own by achieving target goals consistently. · Personal mentorship from forward thinking, modern best practice agents with over 100 years of combined experience who understand your success is the agency’s success! · Supportive, family like team atmosphere in a professional office setting. · Base Pay Commissions & Bonuses
The expectations in this role:
· In person customer service, sales, underwriting and record keeping. · Educate clients ethically on auto, home, renters, & small business insurance options. · Communicate clearly with clients when quoting prices & financial options and complete sales with extraordinary customer service. · Service existing accounts, answer questions, and provide accurate information to ensure clients can make the best decision for their families. · Help identify cross-selling opportunities across our agency service matrix. · Punctual with a professional attitude.
Schedule:
Hours: Full Time, 40 Hours/week