Insurance Agent and Customer Service Representative

Insurance Agent and Customer Service Representative

RITOS GTS INSURANCE CENTER LLC

Santa Maria, CA Job Details Full-time $20 - $35 an hour 23 hours ago Benefits Disability insurance 401(k) 401(k) matching Qualifications Term negotiation Spanish Customer relationship building Phone communication HIPAA English Client relationship development Administrative experience Sales management systems proficiency CRM system proficiency Achieving sales targets Insurance sales Marketing Client interaction via phone calls Full Job Description Overview Join our dynamic team as an Insurance Agent and Customer Service Representative, where your enthusiasm and expertise will drive customer satisfaction and business growth. In this role, you will actively engage with clients to understand their insurance needs, provide tailored solutions, and deliver exceptional service. Your ability to communicate effectively, negotiate confidently, and analyze client requirements will be key to success. Because we proudly serve a diverse community, bilingual communication in both English and Spanish is highly valued. The ability to assist Spanish-speaking clients helps ensure all customers fully understand their coverage options and receive the support they deserve. This position offers a vibrant environment where your sales skills and customer-focused approach will make a meaningful impact every day. Duties Develop new client relationships through outside sales efforts, including telemarketing and community outreach Conduct retail sales of insurance policies by presenting product features and benefits clearly to prospective clients Negotiate policy terms and coverage options to meet client needs while ensuring company standards are maintained Provide comprehensive customer service by answering inquiries, resolving issues, and guiding clients through the claims process Assist both English-speaking and Spanish-speaking clients with policy questions and insurance education Manage sales administration tasks such as processing applications, maintaining records, and updating client information accurately Utilize analysis skills to assess client profiles and recommend suitable insurance products or marketing strategies Support benefits administration by explaining policy options and assisting clients with enrollment procedures Requirements Proven experience in outside sales, retail sales, or insurance sales with a strong track record of meeting targets Bilingual in English and Spanish preferred or highly encouraged Strong communication and interpersonal skills with the ability to build trust among diverse clients Strong negotiation skills coupled with the ability to analyze client needs effectively Familiarity with sales administration tools, CRM systems, and marketing techniques Ability to handle telemarketing calls professionally while adhering to HIPAA regulations for sensitive information Demonstrated customer service excellence with a proactive attitude toward problem-solving Knowledge of benefits administration processes and insurance industry standards is a plus Join us if you're passionate about helping people protect what matters most while advancing your career in a lively, supportive environment. Your energy, professionalism, and bilingual communication skills will help us deliver outstanding service and innovative insurance solutions to our growing community.

Pay:

$20.00 - $35.00 per hour

Benefits:

401(k) 401(k) matching Disability insurance

Work Location:

In person