Insurance Agent and Customer Service Representative Sorotogi Investments and Insurance Burbank, CA Job Details Part-time | Full-time $2,000 - $3,000 a month 7 hours ago Benefits Work from home Flexible schedule Qualifications Insurance needs analysis Bilingual Customer communication Customer relationship building Multilingual Sales needs analysis Regulatory compliance Managing clients in a customer support role Client database systems Analysis skills Insurance regulation Client base expansion Customer engagement Field sales experience New customer acquisition Sales management systems proficiency CRM system proficiency Productivity software Insurance sales Sales automation technologies Terms and conditions negotiation 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 multifaceted role, you will actively promote insurance products, build lasting client relationships, and deliver exceptional service across a variety of insurance lines including health, life, property, and casualty. Your energetic approach and strong communication skills will empower you to succeed in a fast-paced environment dedicated to helping clients protect what matters most. Duties Engage in outside sales efforts to identify new clients and expand our insurance customer base through proactive outreach and community engagement Provide personalized insurance consultations, explaining policy options and coverage details clearly to meet clients' unique needs Negotiate terms and premiums with clients, ensuring mutually beneficial agreements that align with company policies and regulations Manage sales administration tasks using CRM systems to track leads, follow-ups, policy details, and client interactions efficiently Build strong customer relationships by delivering outstanding service, addressing inquiries promptly, and guiding clients through benefits administration processes Stay informed on insurance regulation updates and industry best practices to ensure compliance and maintain professional integrity Analyze client data to recommend suitable insurance solutions across health, life, property casualty, and commercial lines Requirements Proven experience in outside sales or retail sales environments with a focus on client acquisition and relationship building Strong negotiation skills coupled with excellent communication abilities in multiple languages (bilingual/multilingual candidates preferred) Knowledge of various insurance products including health, life, property casualty, and commercial insurance is highly desirable Proficiency in Microsoft Office applications and CRM systems for effective sales management and documentation Demonstrated analysis skills to assess client needs and tailor insurance solutions accordingly Familiarity with insurance regulation standards to ensure compliance during all transactions Exceptional customer service skills with a focus on client communication and benefits administration processes Ability to work independently while collaborating effectively within a team environment Requirements Must be 18 years or older Must have a valid SSN Must be able to pass a background check Join us to make a meaningful impact by helping clients safeguard their futures! We are committed to fostering an inclusive workplace that values your growth, enthusiasm, and dedication. All positions are paid roles designed to support your professional journey in the vibrant world of insurance sales and customer service.

Pay:

$2,000.00 - $3,000.00 per month

Benefits:

Flexible schedule Work from home

Work Location:

Hybrid remote in Burbank, CA 91502