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Training and Development Specialist
Hesperia, CA
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Customer Service & Business Services Specialist - Paid Training & Licensing Alleasy Tax And Insurance Services Hesperia, CA Job Details Part-time From $18 an hour 23 hours ago Benefits Paid training On-the-job training Qualifications Spanish Customer communication Teamwork Customer service Property & Casualty License Insurance Producer License Certified Notary Public Insurance sales Full Job Description Are you self-motivated, eager to learn, and ready to build a career with opportunities for professional growth? Alleasy is looking for a dependable, enthusiastic, and career-minded individual to join our growing team! We are a multi-service office specializing in tax preparation, insurance, DMV vehicle registration, commercial motor carrier services, bookkeeping, payroll, and notary services. We are looking for someone who enjoys helping people, takes initiative, embraces new challenges, and is excited about developing valuable professional skills. No previous experience in all our service areas is required. We provide hands-on training and pay for approved professional licensing and certification expenses! This is an excellent opportunity for someone who wants to learn multiple industries, develop long-term professional skills, and become an important part of our team. Key Responsibilities Customer Service & Office Operations Provide professional and friendly customer service in person, by telephone, and through email. Assist existing and prospective clients with questions about our services. Schedule appointments, follow up with customers, and maintain accurate client records. Process payments, prepare invoices, and assist with general administrative duties. Learn and operate multiple office software applications and cloud-based systems. Maintain confidentiality and protect sensitive customer information. Support daily office operations and maintain a professional, organized workspace. Property & Casualty Insurance Learn about personal and commercial insurance products. Assist with preparing quotes, comparing coverage options, and servicing policies. Develop new business opportunities through customer relationships, referrals, and outreach. Assist with policy renewals, endorsements, and customer follow-ups. Build and maintain positive, long-term relationships with clients. Obtain a California Property & Casualty Insurance Producer License. Perform insurance sales and solicitation activities only after obtaining the required license and authorization. Tax Preparation, Bookkeeping & Payroll Learn how to prepare individual income tax returns accurately and professionally. Assist clients with gathering and organizing tax documents. Complete the requirements for CTEC registration and obtain an
IRS PTIN.
Assist with tax preparation during tax season and provide year-round client support. Learn bookkeeping and payroll procedures. Assist with organizing financial records and supporting business clients. Follow applicable tax preparation laws, privacy requirements, and office procedures. DMV Registration & Motor Carrier Services Learn California DMV vehicle registration and title transfer procedures. Assist with registration renewals, ownership transfers, and other DMV transactions. Learn commercial vehicle registration requirements. Assist with motor carrier permits, applications, and related services. Prepare, process, and track DMV and motor carrier documentation. Follow California DMV Business Partner Automation (BPA) requirements and obtain applicable authorizations. Notary Public Services Complete the required training and application process to become a California Notary Public. Pass the required state examination and background screening. Once commissioned, provide notarial services in accordance with California law. Licensing, Certification & Background Requirements The selected candidate must be willing and able to meet applicable eligibility requirements and pursue the professional credentials necessary for assigned duties.
These include:
Live Scan Background Check:
Successfully complete required fingerprinting and background screening, subject to applicable law.
CTEC Registration:
Complete the required tax education and registration process.
IRS PTIN
Qualify for and obtain a valid Preparer Tax Identification Number.
California Notary Public Commission:
Complete required education, pass the state examination, and meet background screening and other eligibility requirements.
California Property & Casualty Insurance License:
Complete the applicable licensing process and obtain the appropriate insurance producer license. Applicants are not required to hold all these licenses or credentials at the time of application. However, candidates must demonstrate a genuine willingness to complete required training, examinations, and licensing processes within company-established timelines and applicable regulatory requirements. Licensing, commissions, and agency authorizations remain subject to approval by the appropriate authorities. Qualifications & Skills Our ideal candidate is: Self-motivated, proactive, and eager to learn. Responsible, honest, dependable, and professional. Friendly and confident when communicating with customers. Organized, detail-oriented, and able to multitask. Comfortable using computers and learning new software applications. Willing to take initiative and solve problems. Able to work independently and collaboratively. Committed to providing excellent customer service. Interested in developing sales, administrative, and professional service skills. Able to maintain confidentiality and protect sensitive client information. Flexible and willing to adapt to different responsibilities throughout the year. Interested in long-term professional growth. Preferred Qualifications Previous customer service, administrative, insurance, or sales experience. Experience in tax preparation, bookkeeping, payroll, or DMV services. Familiarity with Microsoft Office, Outlook, and cloud-based applications. Bilingual English/Spanish communication skills. Existing California Property & Casualty Insurance Producer License. Strong interpersonal and communication skills. Previous experience in every service area is not required. A positive attitude, dependability, and willingness to learn are essential.
Compensation & Professional Development Starting Pay:
$18.00 per hour
Job Type:
Part-time Work Location:
In person - Hesperia, California Company-Paid Professional Training & Licensing AllEasy is committed to investing in the professional development of our team members. We will cover company-approved expenses associated with obtaining the professional licenses and credentials required for the position, including:
California Property & Casualty Insurance License:
Approved licensing preparation, examination, application, and required fingerprinting fees.
CTEC Tax Preparer Registration:
Required qualifying education, initial registration, and applicable fees, including the required tax preparer surety bond.
IRS PTIN
Initial application fee.
California Notary Public Commission:
Required education, examination, application, and Live Scan fees, plus required commission-related expenses. All company-paid expenses are subject to company approval and applicable policies. Required employee training time will be compensated in accordance with applicable law. Hands-On Professional Training Employees will receive training and practical experience in: Individual income tax preparation. Personal and commercial insurance services. California DMV vehicle registration and title transfers. Commercial vehicle and motor carrier services. Notary public services. Bookkeeping and payroll. Customer service, sales, and business administration. Office technology and professional software applications. Professional Growth Opportunities As employees develop their skills and obtain professional credentials, they may become eligible for: Expanded job responsibilities. Additional client service opportunities. Increased independence in handling specialized services. Performance evaluations and consideration for compensation increases. Continued professional development and additional training. Compensation adjustments and advancement are based on individual performance, qualifications, business needs, and company policies. Why Join AllEasy? At AllEasy, we believe that dedication, a positive attitude, and a willingness to learn can open doors to valuable professional opportunities.
We offer:
A supportive, team-oriented workplace. Company-paid professional training and licensing. Opportunities to learn multiple professional service industries. Practical experience working directly with customers and business clients. A diverse and engaging work environment. Opportunities for professional development and increased responsibilities. We are not just looking to fill a position. We are looking for someone who wants to learn, contribute, and grow with our team! Apply Today! If you are responsible, motivated, enjoy working with people, and are excited about building a career with opportunities to learn multiple professional services, we would love to hear from you. Join AllEasy and take the next step toward your professional future! AllEasy - Learn. Grow. Succeed.
Job Type:
Part-time Pay:
From $18.00 per hour
Work Location:
In person -
Hesperia, CA Language:
Spanish/English Required Pay:
From $18.00 per hour Expected hours: No more than 32.0 per week
Benefits:
On-the-job training Application Question(s): Are you willing to complete Live Scan fingerprinting and any legally required background screening for professional licensing and authorization? Are you willing to complete the required training and registration to become a CTEC Registered Tax Preparer and obtain an
IRS PTIN?
Are you willing to obtain a California Property & Casualty Insurance Producer License? Are you willing to complete the requirements to become a California Notary Public? Are you interested in learning tax preparation, DMV vehicle registration, motor carrier services, bookkeeping, and payroll? Are you comfortable working with computers, learning new software, and handling confidential customer information? Are you comfortable communicating with customers, following up with prospective clients, and identifying sales opportunities?