We are looking for a dynamic and enthusiastic Business Insurance Outreach Coordinator to join our team. In this role, you will engage with potential businesses to promote our business insurance offerings, schedule appointments with our licensed agents, and provide valuable support for office operations and customer service.

Salary Range: $37,500.00 - $45,000.00 per year

Benefits

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Hands on Training

Mon-Fri Schedule

Evenings Off

Career Growth Opportunities

• Strong communication and interpersonal skills.
• Detail-oriented with excellent organizational abilities.
• Self-motivated and capable of working independently as well as in a team setting.
• Previous experience in customer service or a related field is advantageous.
• Basic knowledge of insurance products is a plus; training will be provided.

If you’re passionate about helping businesses succeed and eager to contribute to our growth, we want to hear from you! Join us in making a difference in our clients' lives through exceptional insurance solutions.

• Reach out to potential business clients via phone to introduce and promote our insurance products.
• Schedule and coordinate appointments for licensed agents to meet with prospective clients.
• Assist with various office duties, including managing calendars, organizing documents, and maintaining client databases.
• Provide basic customer service by addressing inquiries and resolving issues to enhance client satisfaction.
• Collaborate with the marketing team to develop strategies for effective outreach and lead generation.
• Keep detailed records of client interactions and follow up as needed to nurture leads and increase conversions.
• Support team initiatives and contribute to a positive work environment.

Since 2013 the Carlos Cruz Insurance Agency has been dedicated to protecting and servicing our clients all over Texas with affordable and quality insurance from Farmers Insurance. Our agency located in Northeast San Antonio; TX is seeking an outgoing, career-oriented professional to join the team. As a Farmers Insurance team member for Carlos Cruz Agency, you will build and develop customer relationships within the community to promote our products including auto, home, business and life insurance.