Benefits:
- Dental insurance
- Health insurance
- Vision insurance
About Us
We are an independent insurance agency offering personal, commercial, life, and health insurance products. We take pride in a collaborative, close-knit office environment where every team member plays an important role in delivering exceptional service to our clients.
Job Description
As the first point of contact for our clients, you'll be the voice of our agency. This is a full-time, in-office position focused on delivering outstanding customer experiences while supporting our insurance producers and principals day to day. You will respond promptly to inquiries, maintain accurate records, and generally provide excellent customer service.
We are an independent insurance agency offering personal, commercial, life, and health insurance products. We take pride in a collaborative, close-knit office environment where every team member plays an important role in delivering exceptional service to our clients.
Job Description
As the first point of contact for our clients, you'll be the voice of our agency. This is a full-time, in-office position focused on delivering outstanding customer experiences while supporting our insurance producers and principals day to day. You will respond promptly to inquiries, maintain accurate records, and generally provide excellent customer service.
Responsibilities
- Answer customer questions via phone, email, and in-person
- Provide general administrative support to agents and principals
- Maintain detailed records of client interactions
- Learn our computer systems and insurance products
- Collaborate with colleagues to provide comprehensive customer service
Qualifications
- Strong communication and organizational skills
- Team-oriented with a positive, customer-first attitude
- Comfortable working in a small office on a computer for most of the day
- Punctual, reliable, and professional
- High school diploma, GED, or some college experience required
- Excellent customer service skills
- Highly organized with strong time management skills
- Proficient in Microsoft Office (Word, Excel, Outlook) and comfortable with database and web-based applications
- No insurance experience necessary — we provide full training
Compensation & Benefits
- Starting at $24.00/hour, with pay negotiable based on experience
- Transitions to a salaried position after 3 months
- Full medical, dental, vision, LTD, and life insurance — 100% employer paid after just one month
Work Environment This is an in-office position. Located near Laurel Village in Presidio Heights. We maintain a safe, healthy, and fun workplace—complete with two friendly office dogs!
Compensation: $24.00 per hour
We’re a privately owned and operated agency that delivers custom-tailored insurance and risk management solutions throughout California and the Western States. We’ve served individuals, families, and businesses for almost two decades and our staff has a collective 86 years of experience. We’re licensed in surplus + excess lines, which means that we can write any type of insurance and provide any type of solution.
We take pride in giving each client the best insurance experience possible and we ensure that he or she gets it. We can find any coverage needed but among our own offerings are broad and flexible personal and commercial insurance programs. Included in our personal program selection are home and auto.
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