Join Pinnacle One Insurance Services, Inc., a reputable insurance agency dedicated to providing exceptional service to clients in San Jose, California. Our office setting fosters a collaborative environment where your voice is heard, ideas are valued, and growth is encouraged. As a Sales/Customer Service Representative, you'll be at the forefront of client interactions, offering personalized insurance solutions and building lasting relationships. If you thrive in a positive, inviting atmosphere and are eager to make a difference in people's lives, we welcome you to join our team.
Salary: $44000.00 - $52000.00 per year
Benefits
Annual Base Salary + Commission + Bonus Opportunities
Paid Time Off (PTO)
Dental Insurance
Health Insurance
Vision Insurance
Life Insurance
Hands on Training
Tuition Reimbursement
Mon-Fri Schedule
Evenings Off
Responsibilities
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Answer calls from current clients and assist them with their inquiries.
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Achieve goals and measurables by writing new property and casualty insurance from incoming calls.
- Ensure that the Pinnacle One Insurance Sales Process is followed on a consistent basis with all prospects.
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Accountable for managing a pipeline in the CRM and following up with all prospects accordingly.
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Responsible for accurate underwriting.
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Ensure all documents are received and e-signed by prospects that have purchased insurance.
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Demonstrate competency and knowledge of new products & rules for our industry.
Requirements
Licensing: Possess a valid California Life and Health Insurance license or willingness to obtain one within a specified timeframe.
Experience: Demonstrated success in sales roles, preferably within the insurance industry, showcasing strong prospecting and closing skills.
Communication Skills: Excellent verbal and written communication skills, with the ability to explain complex insurance concepts in a clear and concise manner.
Goal-Oriented: Motivated by achieving and surpassing sales targets, with a track record of driving revenue growth through strategic sales initiatives.
Team Player: Collaborative and team-oriented individual who thrives in a supportive, cohesive work environment focused on mutual success.
Professionalism: Maintain a high level of professionalism, integrity, and ethical conduct in all interactions with clients, colleagues, and industry partners.
Pinnacle One Insurance's core values are having a positive mindset, being customer-focused, coachable, self-driven, and a team player. We lead with these core values every day which allows our team members to genuinely enjoy being a part of the agency and their team in order to provide excellence for our clients and each other.
Company Description
Pinnacle One Insurance Services, Inc. is a group of Premier Allstate Insurance agencies located in West San Jose, Milpitas and Santa Cruz, California. Our family has been in the insurance industry since 1987. We offer quality policies to best suit our customer's needs. Our dedicated staff works incredibly hard to ensure that our clients are completely satisfied! Currently, our agencies are expanding and we need motivated individuals to join our family. We only hire passionate and dedicated employees.