Customer Service Representative

Benefits

• Competitive salary
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Annual Base Salary + Commission + Bonus Opportunities
• Paid Time Off (PTO)
• Hands on Training
• Mon-Fri Schedule
• Evenings Off
• Retirement Plan

We are seeking a motivated and detail‑oriented Customer Service Sales Representative to join our dynamic insurance team. This role combines exceptional customer service with sales‑driven performance, helping clients find the right coverage while ensuring an excellent customer experience. You'll play a key role in building relationships, driving growth, and supporting daily agency operations.

Salary Range: $36,100.00 - $78,000.00 per year

• Must be able to pass a background
• Must have a valid driver's license
• Must be willing to get your insurance license

• Handle inbound and outbound customer inquiries via phone, email, or in person.
• Assist clients with policy questions, billing inquiries, claims processing, and general support.
• Ensure timely follow‑up with customers to resolve any issues.
• Build and maintain positive client relationships by providing a seamless and personalized experience.

• Identify customer needs and offer tailored insurance solutions (Auto, Home, Life, Business, etc.).
• Proactively cross‑sell and up sell insurance products to existing and potential clients.
• Meet or exceed individual and team sales goals.
• Follow up on leads and referrals to drive new business opportunities.

• Process policy changes, renewals, and cancellations accurately.
• Maintain up‑to‑date client records and documentation in the system.
• Support the sales team with administrative tasks as needed.

• Adhere to all state and federal insurance regulations.
• Maintain confidentiality and comply with company policies and procedures.

Job Type: Full-Time

Job Category:
Insurance Sales

Location:

190 1st St,Gilroy,CA,95020,US