Inside Sales​/Customer Service Representative

Job Description

At Pinnacle One Insurance Services, Inc., we believe that insurance is about more than just paperwork; it is about providing genuine peace of mind to our neighbors in San Jose. We have built our reputation on a foundation of reliability, kindness, and a sincere desire to look out for our clients' best interests. Our office culture is warm and collaborative, where everyone’s voice is heard and individual growth is actively encouraged.

We are looking for an Inside Sales and Customer Service Representative to join our local team and become a primary point of contact for our growing community. You will be the friendly face—and voice—that our clients turn to when they need help protecting what matters most to them. If you take pride in solving problems, enjoy building long-lasting professional relationships, and want to work in an environment where your hard work directly impacts the success of our local clients, you will feel right at home here.

We are excited to welcome someone who values integrity and excellence just as much as we do.

• Paid Time Off (PTO)
• Work from Home
• Flexible Schedule
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Hands on Training
• Tuition Reimbursement
• Mon-Fri Schedule
• Career Growth Opportunities
• Retirement Plan

Respond to client inquiries regarding their policies and coverage options with patience and care.

Provide accurate quotes and issue policies for new and existing clients.

Process endorsement requests and facilitate changes to active accounts.

Collaborate with our underwriting partners to resolve coverage concerns or claims questions.

Maintain organized records of client interactions and policy updates in our system.

Identify gaps in coverage and proactively suggest additional protection that benefits the client.

Active Property & Casualty insurance license for the state of California.

Strong command of computer systems including agency management software and Microsoft Office suite.

Excellent verbal communication skills with the ability to explain complex policy details clearly.

High school diploma or equivalent.

Knowledge of carrier-specific quoting platforms is a plus.