Customer Service & Sales Representative

If you enjoy helping others and are a compassionate, customer-focused individual, then apply to our TEMECULA insurance agency today! Our reputable insurance agency is looking for an exceptional insurance customer service representative to join our team. At Craig Davis Family Insurance Agency we pride ourselves on our outstanding insurance products and customer service.

Hourly Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Paid Holidays

• Meet new business production goals and objectives as established.
• Develop insurance quotes, makes sales presentations, and closes sales.
• Process customer policy change requests.
• Secure all Trailing Documents from customers.
• Immediately greet all customers, entering the office, in a friendly and helpful manner.
• Ask each customer for referrals and explain our referral program.
• Thoroughly understand and follow all underwriting, rating and compliance requirements.
• Maintain knowledge of new products.
• Generating insurance quotes.
• Provide exceptional customer service.
• Be outstanding at relationship building.
• Provides on-going support to insurance clients as needed.
• Presents and explains insurance policy options based upon prospective client needs and their personal goals.
• Educate clients on the insurance policies that best suit their needs

• Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
• Possess an upbeat, positive and enthusiastic attitude.
• Be a great self-starter with a sense of urgency.
• Proficiency to multi-task, follow-thru and follow-up.
• Excellent Communication/interpersonal skills.
• Must have ability to multi-task.
• A Property & Casualty license is preferred but will train good individual.
• Career minded vision.
• Excellent Spelling and Grammar skills.
• Great Customer Service Skills.
• Works well with other employees and is a team player with a positive attitude.
• Bilingual, fluent in both English and Spanish is beneficial.