Insurance SpecialistCustomer Service
Job in
Sunnyvale, Santa Clara County, California, 94087, USA
Listed on 2026-02-01
Listing for:
Marthas Travel and Income Tax Service Corp
Full Time
position Listed on 2026-02-01
Job specializations:
-
Customer Service/HelpDesk
-
Insurance
Job Description & How to Apply Below
We are looking for motivated, hardworking insurance producers to join our dedicated & trusted team. We are committed to providing the highest quality service to clients who entrust their auto, home, small business and/or other insurance needs to us. Ideally, you are a licensed agent that is ready to play a key role in growing our company's insurance agency.
What you bring to the team:- You are a self-motivated, problem solver that understands his/her salary can grow exponentially as the agency grows.
- You're Bi-lingual Spanish/English, and comfortable providing high quality customer service in either language. (sometimes both at the same time)
- You enjoy working in a family oriented, fast paced environment and a desire to foster long term relationships with clients and team members.
- A team player with a competitive spirit and an eagerness to learn and improve.
- You take pride in providing value & building trust within the Latino community specifically around our core pillars of Education, Confidentiality, and Quality Customer Service along with the greater community at large.
- Preference to those with experience working with Agency Matrix or other CRM, providing non-standard insurance, strong computer (google docs, MS Office) skills, and an ability to identify cross selling opportunities.
- A well-established multi-service agency that has been a valuable community resource in Sunnyvale, Santa Clara, and beyond for over 25 years.
- Long term growth opportunities with the ability to shape this position as your own by achieving target goals consistently.
- Personal mentorship from forward thinking, modern best practice agents with over 100 years of combined experience who understand your success is the agency’s success!
- Supportive, family like team atmosphere in a professional office setting.
- Base Pay + Commissions & Bonuses
- In person customer service, sales, underwriting and record keeping.
- Educate clients ethically on auto, home, renters, & small business insurance options.
- Communicate clearly with clients when quoting prices & financial options and complete sales with extraordinary customer service.
- Service existing accounts, answer questions, and provide accurate information to ensure clients can make the best decision for their families.
- Help identify cross-selling opportunities across our agency service matrix.
- Punctual with a professional attitude.
Hours:
Full Time, 40 Hours/week
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