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B2C Insurance Advisor – Sales & Support
Job in
San Diego, San Diego County, California, 92189, USA
Listed on 2025-11-29
Listing for:
Mexico Insurance Services, Inc.
Full Time
position Listed on 2025-11-29
Job specializations:
-
Customer Service/HelpDesk
Customer Success Mgr./ CSM, Customer Service Rep -
Sales
Customer Success Mgr./ CSM
Job Description & How to Apply Below
- Department: Customer Experience
- Reports to: Sales Manager
We’re hiring B2C Advisors to guide travelers, expats, and digital shoppers through the cross-border insurance process. You’ll handle inbound quotes, clarify policy coverage, and provide trustworthy recommendations. No cold calling — just high-quality leads and a meaningful mission.
- Respond to inbound quote requests via phone, chat, and email
- Educate clients about coverage options and legal requirements
- Support online transactions and resolve minor service issues
- Follow up with open quotes and expiring policies
- Document interactions and maintain CRM records
- 2+ years of experience in sales, customer service, or insurance
- Strong interpersonal skills and professional phone manner
- Comfort working in a fast-paced, tech-enabled environment
- Insurance license or experience is a strong plus (training provided)
- Performance bonuses and commissions (OTE up to $70,000)
- Paid training, PTO, and internal growth opportunities
- Bilingual bonus, remote setup stipend (if applicable)
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