Customer Service Leader
30 days ago
Grand Terrace
Job Description Job Overview Are you ready to embark on a rewarding career in the insurance, registration, and tax service industry? Goldamity Insurance Services is looking to expand our team. This entry level Customer Service Leader Position will transition you to a Professional Licensed Broker, Registration Services Provider and Licensed Tax Preparer. Prior experience in insurance, registration services, and taxes is not required. All training is paid and provided in our office. This position is great for someone who is passionate about learning and growing in our specialized areas of trucking permits, insurance, taxes, and vehicle registration services. We are seeking a positive and proactive individual who excels in problem-solving, works well with others, and is committed to delivering exceptional service. If you are eager to dive into multiple industries and provide top-notch support to our clients, we invite you to be a part of our dynamic team at Goldamity Insurance Services. Responsibilities ● Client Engagement: Build and maintain relationships with clients to understand their insurance and registration needs. ● Product Knowledge: Stay updated on various insurance products, vehicle registration options, and business tax regulations. ● Sales Presentations: Present insurance and registration services to potential clients, highlighting benefits and coverage options. ● Quote Preparation: Prepare and deliver insurance quotes to clients, ensuring clarity on coverage details and pricing. ● Policy Processing: Assist clients in completing insurance applications and vehicle registration forms accurately. ● Customer Service: Provide exceptional customer support, answering inquiries and resolving issues promptly. ● Tax Preparation: Collect important tax documentation, prepare tac return, and electronically file returns. Qualifications And Requirements: ● Must be able to obtain Property & Casualty Insurance Broker License ● Must be able to obtain CTEC & PTIN license ● Pass back Ground Check with DOJ with Department of Motor Vehicles, and Insurance Department of California ● Complete Licensing Hour Requirements ● Excellent communication skills, both verbal and written ● People Person, positive energetic ● Previous experience in customer service or a related field is preferred ● Previous experience in sales or related filed is preferred ● Enthusiastic about learning and growing within the insurance, tax & trucking industry ● Organized, able to prioritize work, and multi-task ● Ability to work well within a team environment ● Strong problem-solving skills and a proactive approach to challenges ● 18 years and older. ● Must successfully pass TurboRater assessment. ● Must successfully pass Basic Math assessment. Position Highlights: ● Full Time Position ● Monday-Friday 9 am to 6pm; ● Saturdays Off, Sunday off, and Major Holidays off ● Paid Training ● Paid vacation on accrual after 2 year of employment ● Hourly pay based on experience ● Commission for Licensed representatives ● Bonuses Available Experience: ● Customer service: 2 years (Required) ● Sales: 2 years (Required) Ability to Commute: ● 22320 Barton Rd, Grand Terrace, CA 92313 (Required) ● Work Location: In person Company DescriptionGoldamity Insurance Services is a thriving property and casualty brokerage specializing in business, trucking, and personal lines insurance. We have access to hundreds of top rated insurance companies and take the hassle out of insurance shopping by doing the research for you. Our goal is to provide you with the coverage you need at rates that fit your budget. As a full service office we have incorporated services that are in high demand making us a one-stop solution for numerous needs: Licensed by DMV for Vehicle Registration, IRP Registration, Transportation Permits, and Tax Preparation Services.Goldamity Insurance Services is a thriving property and casualty brokerage specializing in business, trucking, and personal lines insurance. We have access to hundreds of top rated insurance companies and take the hassle out of insurance shopping by doing the research for you. Our goal is to provide you with the coverage you need at rates that fit your budget.\r\nAs a full service office we have incorporated services that are in high demand making us a one-stop solution for numerous needs: Licensed by DMV for Vehicle Registration, IRP Registration, Transportation Permits, and Tax Preparation Services.