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:
- Answer and support clients with warmth and professionalism
- Book Protection Discount Reviews for our licensed agents
- 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###