Customer Intake Specialist - Insurance - Remote - San Francisco, CA Company Background: This is an exciting opportunity for a driven individual looking for career growth in the insurance industry! a vibrant and client-focused Customer Intake Specialist to be the first point of contact. This technology-driven insurance agency is in growth mode and genuinely wants to see you succeed!! If you enjoy building trusting relationships and helping contribute to the agency's success, this is a great opportunity for you! What’s in it for you?

• Annual salary ranging from $55,000 - $65,000+, depending on experience
• Bonus opportunities!
• Fully Remote
• Company equipment provided
• A comprehensive benefits package that includes medical, dental, and vision coverage
• Paid time off and paid company holidays
• Great training and a dedicated leadership team

Essential Skills for The Role:

• Administrative, client-facing, or call center experience
• Strong communication and client service skills
• Insurance brokerage, retail, and/or wholesaler experience is a plus!
• Proficient in Microsoft Office or willing to learn and be trained on new software systems
• Bilingual in Spanish is a plus!

The Key Responsibilities:

• Responsible for representing the agency professionally and maintaining a high-level customer experience.
• You will be directly speaking with business owners such as contractors, restaurants, shop owners, etc., to gather necessary information to determine insurance coverage.
• Comfortable entering important data while speaking with clients.
• Communicate and assist with answering a high volume of phone calls.

Apply Now! Compensation / Pay Rate (Up to): $55,000.00 - $65,000.00 Per