Daryl Santos Insurance Agency

Administration / Customer Service Sales Representative Assistant


Job Overview

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

Salary Range: $17.50 - $20.50 per hour

Benefits

Hourly Base Salary + Bonus Opportunities

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

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.

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.”


Remote Type: No
Job Type: Part-Time
Job Category: Sales
Location: 4646 Wilson Rd Ste 205,Bakersfield,CA,93309,US

About Us

Our local insurance agency is located in Bakersfield. Our team takes pride in providing each and every client with exceptional customer service while delivering them insurance products that best suit their needs. We are constantly growing and adding talent to our well established agency. If you are looking for a rewarding career in the insurance industry, then we encourage you to apply to our team today!

Apply Here


This phone number may be used by the hiring team to keep you informed about the application process.
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Phone: 661-326-7200

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