Emmanuel Basurto Insurance Agency Inc. is seeking a motivated, customer-focused Insurance Sales & Customer Service Representative to join our growing team. This hybrid role combines sales, customer service, and account management. The ideal candidate enjoys building relationships, helping clients protect what matters most, and achieving sales goals in a fast-paced, team-oriented environment.
Annual Base Salary + Commission + Bonus Opportunities
Health Insurance
Dental Insurance
Vision Insurance
Paid Time Off (PTO)
Mon-Fri Schedule
Hands on Training
Career Growth Opportunities
Team building events
Monthly team meetings
Appreciation lunches
Networking events
Community involvement
Monthly commission opportunities
Sales incentives
Monthly bonus opportunities
Business casual Fridays
Paid holidays
Collaborative work environment
Generate new business by quoting and selling personal and commercial insurance products.
Follow up with prospects, referrals, and leads to convert opportunities into sales.
Cross-sell and recommend additional insurance products to existing clients.
Provide exceptional customer service by assisting clients with policy changes, billing questions, renewals, claims guidance, and coverage reviews.
Build and maintain strong client relationships to improve retention and customer satisfaction.
Maintain accurate customer records and document all client interactions.
Collaborate with insurance carriers, lenders, escrow officers, and other business partners as needed.
Meet or exceed monthly sales, retention, and customer service goals.
California Property & Casualty Insurance License is preferred. Willing to train. Must obtain within 30 days of hire. Licensing assistance available.
Bilingual in English and Spanish (verbal and written communication).
Minimum of 1 year of insurance sales and/or customer service experience.
Strong knowledge of personal lines insurance, including Auto, Home, Condo, Renters, and Umbrella policies. Commercial insurance experience is a plus.
Experience quoting, binding, servicing, and remarketing insurance policies.
Ability to identify coverage gaps and confidently recommend appropriate insurance solutions.
Proven ability to cross-sell insurance products and meet production goals.
Excellent communication, negotiation, and customer service skills.
Strong attention to detail with the ability to multitask in a fast-paced environment.
Proficient with agency management systems, carrier quoting platforms, Microsoft Office, and CRM software.
Professional phone etiquette and strong follow-up skills.
Ability to work independently while contributing to a collaborative team environment.
Reliable, punctual, organized, and accountable.