What are the responsibilities and job description for the Customer Service Sales Representative position at The Ruth Morales Farmers Insurance Agency?
Customer Service & Sales Representative
The Ruth Morales Farmers Insurance Agency
San Rafael, CA
$22 - $24 per hour (plus commission)
Full-Time
About Us:
The Ruth Morales Farmers Insurance Agency is a growing, customer-focused agency committed to providing top-tier insurance solutions. We take pride in our supportive team environment and our dedication to helping clients protect what matters most.
Job Description:
We are looking for a motivated and detail-oriented Customer Service & Sales Representative to join our team. In this role, you will provide exceptional service to our clients, handle policy inquiries, and help grow the agency through proactive sales efforts.
Responsibilities:
- Handle inbound calls and inquiries from clients.
- Process policy changes and update customer records.
- Assist with Evidence of Insurance requests.
- Educate clients about our products and services.
- Follow up with clients to ensure satisfaction and offer additional coverage options.
- Support the agency’s sales efforts by identifying upsell and cross-sell opportunities.
Requirements:
- Must hold or be willing to obtain a Property & Casualty License or Life & Health License (we provide study materials for unlicensed candidates).
- Strong communication and interpersonal skills.
- Proficiency in Microsoft Office and general computer applications.
- Quick learner, proactive, and a team player.
- Must pass a background and credit check.
Why Join Us?
- Competitive Pay: Base salary plus commissions and bonus opportunities.
- Growth & Stability: Be part of a well-established, growing agency.
- Training & Support: Initial and ongoing training provided.
- Positive Work Culture: Work in a supportive, team-oriented environment.
If you are passionate about helping people, have strong customer service skills, and are looking for a rewarding career in insurance, apply today!
To Apply: Contact us at Rmorales3@farmersagent.com to submit your resume.
Salary : $22 - $24