Administration / Customer Service Sales Representative Assistant
7 days ago
Bakersfield
Job Description Our 3 Core Values Trust. Service. Development. If those resonate with you, keep reading. About the Role Farmers Insurance Daryl Santos Insurance Agency is seeking a bilingual (English/Spanish) Administration / Customer Service Sales Representative Assistant to help us take exceptional care of our largely Spanishspeaking client base. This is a frontline, clientfacing role: youll be the first voice and face many of our customers interact with. Your main goals: • Answer and support clients with warmth and professionalism, • Book Protection & Discount Reviews for our licensed agents Who You Are: • Fluent in Spanish and English (comfortable on the phone and via text in both), • Has an undeniable strong sense of belief in themself and open-minded to growth, • A strong communicator, both written and verbal, with a professional and courteous demeanor, • Organized and dependable, with the ability to multitask and follow through without micromanagement, • Self-motivated, with a desire to grow in a sales-oriented environment, • Comfortable using technology such as CRM systems, G-suites (email, word, sheets), and scheduling tools (Calendly), • Passionate about customer service and working with a purpose-driven team Hands on Training Mon-Fri Schedule Career Growth Opportunities Responsibilities What Youll Do Customer Engagement & Support • Answer incoming calls, texts, and messages with a friendly, professional tone, • Provide basic information, take payments, process simple requests, and route more complex issues to licensed staff Lead Generation & Appointment Scheduling • Proactively reach out to existing clients to schedule Protection & Discount Reviews with licensed agents, • Confirm appointments, send reminders, and follow up afterward Administrative & CRM Support • Update client records, notes, and tasks in our systems, • Assist with document handling, data entry, and internal followups Sales Team Collaboration • Work closely with our licensed agents to help them hit daily and weekly review and sales goals, • Track your own activity and results (calls, conversations, appointments booked, etc.) Marketing & Outreach Support • Help execute simple call, text, and email outreach campaigns to our current clients, • Log results and feedback to improve future campaigns In addition to the responsibilities listed above, you may be assigned other related duties as needed. Requirements • Bilingual (English/Spanish) preferred but not required, • High School Diploma or GED required; some college a plus, • Life Long Learner Mentality: Values and agrees continuous growth is important - e.g. books, audio, events, etc., • Communication Skills: Excellent written, verbal, and listening skills, • Excellent phone etiquette and interpersonal communication., • Organizational Skills: Strong organizational abilities and attention to details, • Self-Motivation: Ability to stay self-motivated and proactive in problem-solving., • Accuracy and Timeliness: Pride in completing work accurately and on time., • Team Environment: Ability to work well in a team setting., • Proficient in Microsoft Office, G-suites and willing to learn internal systems, • Prior experience in customer service, administration, or sales support is a plus Ready to Launch Your Insurance Career? If youre excited to serve our community, grow your skills, and be part of a team that values trust, service, and development, wed love to hear from you. Apply today to take the first step with Farmers Insurance Daryl Santos Insurance Agency.