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Aaron Thach Insurance Agency

via Indeed

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Fully Licensed Insurance Customer Service and Sales Representative

San Mateo, CA
full-time
Posted 11/22/2025
Verified Source
Key Skills:
Customer service
Sales
Insurance policy servicing
Communication skills
Relationship-building

Compensation

Salary Range

$60K - 90K a year

Responsibilities

Manage client relationships, process insurance policies, handle customer inquiries, and support agency growth through sales and service.

Requirements

Must have active California Property & Casualty License, 12+ years insurance agency experience, strong communication and customer service skills.

Full Description

Customer Service and Sales Representative - Award-Winning Farmers Insurance Agency San Mateo County, CA Are you a motivated insurance professional looking to grow your career with a respected and award-winning Farmers Insurance agency? Our top-performing agency in San Mateo County, California, is seeking a Customer Service and Sales Representative who is passionate about helping clients protect what matters most. This is an immediate hire opportunity for a licensed insurance professional with experience in Property & Casualty and Life, Accident, and Health Insurance. About the Role As a Customer Service and Sales Representative, you will play a key role in managing client relationships, handling insurance policy servicing, and supporting the agency's growth. You'll help clients with their auto, home, life, commercial, and umbrella insurance needs, ensuring they receive top-notch service and trusted guidance. Why Join Our Team • Join an award-winning Farmers Insurance agency with a reputation for excellence • Competitive base pay with bonus and commission potential • Career growth opportunities and ongoing professional development • Supportive and positive work environment with strong leadership • Be part of a team that values integrity, collaboration, and community About Farmers Insurance Farmers Insurance is one of the largest and most respected insurance providers in the nation, offering a wide range of products and services to help individuals and businesses protect their assets and plan for the future. Benefits Annual Base Salary + Commission + Bonus Opportunities Hands on Training Mon-Fri Schedule Career Growth Opportunities Paid Time Off (PTO) Flexible Schedule Responsibilities • Provide exceptional customer service to existing policyholders • Process insurance policy changes and manage account updates • Handle daily phone calls, emails, and in-person client interactions • Assist clients with payments, billing inquiries, and certificates of insurance • Cross-sell and up-sell insurance products when appropriate • Support marketing and retention efforts to meet agency goals Requirements • Active California Property & Casualty License required • Life, Accident, and Health License preferred • Minimum 12 years of experience in an insurance agency or related customer service role • Strong customer service and relationship-building skills • Excellent verbal and written communication (bilingual a plus) • Ability to work effectively in a team environment and manage multiple priorities

This job posting was last updated on 11/25/2025

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