Job Overview
Employment Type
Hourly
Full-time
Compensation
Type:
Hourly
Rate:
Exact $21.00
Work Schedule
Standard Hours
Benefits
Health Insurance
401(k)
Paid Time Off
Wellness Program
Paid vacation
paid sick days
Employer matching
Job Description
Leavitt Central Coast Insurance Services is an established insurance agency affiliated with the Leavitt Group, located in Salinas, California. As part of a nationwide network of independent insurance agencies, Leavitt Central Coast offers clients extensive coverage options and expert advice in personal and commercial insurance lines. Known for its commitment to providing personalized and professional service, the agency serves a diverse clientele throughout the Central Coast region, helping individuals and businesses protect their assets and manage risk efficiently. The agency prides itself on fostering a supportive work environment that values teamwork, integrity, and continuous professional growth.
Leavitt Central Coast Insur... Show More
Leavitt Central Coast Insur... Show More
Job Requirements
- High school diploma or GED required
- minimum of three months of related experience or prior typing/data entry experience
- one year customer service experience
- valid, in-force driver's license with acceptable motor vehicle record
- basic proficiency in Microsoft Office applications
- ability to communicate effectively in English
- ability to perform basic mathematical calculations
- typing skills or data entry experience
- ability to follow instructions and work independently
- interest in obtaining insurance license desired
Job Qualifications
- Must possess a valid, in-force driver's license with a motor vehicle record acceptable to the agency
- high school diploma or GED required, college degree preferred
- minimum of three (3) months of related experience and/or prior typing or data entry experience
- one year in a customer service role
- interested in obtaining a Property & Casualty or Life & Health insurance license
- ability to read, write, and communicate effectively in English
- bilingual in Spanish/English a plus
- ability to understand and follow simple instructions, short correspondence, and memos
- ability to communicate clearly and professionally, both verbally and in writing, with clients, company personnel, and others
- ability to perform basic mathematical calculations including addition, subtraction, multiplication, and division
- basic proficiency in Microsoft Office Outlook, PowerPoint, Word, and Excel
- typing skills and/or prior data entry experience required
- ability to apply common sense understanding to carry out written and verbal instructions
- ability to manage tasks involving multiple variables in standardized office and insurance-related situations
- ability to work independently with minimal supervision
Job Duties
- Greet clients and visitors in a professional and welcoming manner and direct them appropriately
- answer, screen, and route incoming phone calls based on the nature of the inquiry
- screen and manage unsolicited sales and marketing calls
- receive, sort, and distribute incoming mail to appropriate personnel
- prepare and process outgoing priority mail for the agency
- receive and distribute incoming facsimiles and monitor outgoing facsimiles to ensure successful transmission
- maintain a clean, organized, and professional reception area
- organize, monitor, and restock office supplies as needed
- schedule meetings, appointments, and travel arrangements for managers or supervisors upon request
- set up and maintain agency customer files, both electronic and paper-based
- prepare memos, correspondence, reports, and other routine documents
- assist personal and commercial lines departments with data entry and updates to customer accounts
- perform additional clerical and administrative duties as required to support agency operations
Job Qualifications
Experience
Entry Level (1-2 years)
Job Location
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