Customer Service Representative

Company: David Pinheiro - Farmers Insurance Group
Location: San Jose
Posted on: January 21, 2026

Job Description:

Job Description Job Description Benefits: Competitive salary Dental insurance Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development Job Overview 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 Benefits Annual Base Salary Commission Bonus Opportunities Paid Time Off (PTO) Flexible Schedule Health Insurance Dental Insurance Hands on Training Mon-Fri Schedule Evenings Off Retirement Plan Requirements Must be able to pass a background Must have a valid drivers license Must be willing to get your insurance license Responsibilities Customer Service 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. Sales 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. Administrative Support 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. Compliance 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

Keywords: David Pinheiro - Farmers Insurance Group, Sacramento , Customer Service Representative, Sales , San Jose, California