Administration / Customer Service Sales Representative Assistant

Job Description

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 Spanish‑speaking client base.

This is a front‑line, client‑facing role : you’ll be the first voice and face many of our customers interact with. Your main goals:

1. Answer and support clients with warmth and professionalism
2. Book Protection Discount Reviews for our licensed agents
3. Keep our systems and follow‑ups tight so nothing falls through the cracks

Perfect for someone who wants to grow into a licensed insurance role but needs a place to start and learn.

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
• Interested in a long-term career in insurance, customer support, or business administration

Responsibilities

What You’ll 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 follow‑ups

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 you’re excited to serve our community, grow your skills, and be part of a team that values trust, service, and development, we’d love to hear from you.

Apply today to take the first step with Farmers Insurance – Daryl Santos Insurance Agency.

Benefits
Hands on Training###Mon-Fri Schedule###Career Growth Opportunities###