[Hiring] Customer Service & Sales Consultant @Inside Out

Role Description

We are seeking a highly motivated, preferably licensed, and customer-focused Virtual Assistant for Customer Service and Sales to join the client's team. This dual-role position is essential to our agency's success, blending administrative support with direct client engagement to service existing policies, quote new business, and drive sales growth. The ideal candidate is a self-starter, tech-savvy, and would ideally possess an active California Property & Casualty license.

• Client Communication: Serve as the primary point of contact for clients via phone, email, and live chat, answering questions regarding their Property & Casualty (P&C) policies (e.g., auto, home, umbrella).
• Policy Servicing: Process policy changes, endorsements, cancellations, and renewals accurately and efficiently in carrier portals and our agency management system (AMS/CRM).
• Claims Support: Act as a liaison between the client and the carrier to assist with the initial claim filing process and provide follow-up on claim status.
• Documentation: Maintain up-to-date and accurate client records, policy files, and transaction details while ensuring strict adherence to California regulatory and compliance standards.
• Billing Inquiries: Resolve customer billing questions and process payments.
• Lead Management: Track, manage, and qualify inbound leads using the agency's Customer Relationship Management (CRM) software.
• Quoting: Gather necessary client data and run accurate quotes for new business and cross-selling opportunities across multiple insurance carriers.
• Consultation & Sales: Effectively communicate and explain plan options, coverages, and pricing to prospective and existing clients. Advise on appropriate coverage levels to meet client needs.
• New Business Processing: Complete and submit new insurance applications, ensuring all trailing documents and regulatory requirements are secured in a timely manner.
• Retention: Proactively contact existing clients for policy reviews and renewal updates to maximize retention and identify cross-sell opportunities.

Qualifications

• Active and valid California Property & Casualty (P&C) Insurance License is preferred but not a requirement
• Minimum of 2 years of experience in the Property & Casualty insurance industry, ideally in a customer service, sales, or Account Manager/CSR role.
• Proven proficiency with agency management systems and Customer Relationship Management software.
• Exceptional English verbal, written, and active listening skills.
• Strong analytical and problem-solving abilities to resolve client issues and coverage questions independently.

Requirements

• C1 English level is required; the selected candidate will be speaking strictly in English during their whole shift.
• Please submit your resume and audio recording in English.

Benefits

• Salary: $7 to $8 per hour + Commission
• Full Time position
• Work Schedule: 8:00am to 5:00pm PDT
• Target Start Date: ASAP