Customer Service-Sales-Office Manager
Job Title: CSR - Off.Adm. - Sales – Growth Opportunity
Company: Be Well Insurance Solutions Location: Santa Clara, CA (On-site)
About Be Well Insurance Solutions
Be Well Insurance Solutions is a dynamic, independent insurance agency based in Santa Clara, California. We specialize in personalized Business and Personal insurance solutions — including health, dental, vision, life, disability, property & casualty, and more. Partnering with over 100 top-rated carriers, we deliver tailored coverage across California and select other states.
Our mission is rooted in respect, compassion, and a genuine commitment to our clients’ well-being. As we continue to expand, we’re building a high-performing team of dedicated professionals who share our vision for growth.
The Opportunity
Are you a driven, energetic professional who thrives in a fast-paced environment and loves making a real impact? This multifaceted Office Administrator / CSR / Account Manager / Sales role offers the perfect launchpad for someone eager to grow with a thriving agency.
You’ll play a vital role in daily operations, deliver exceptional client service, manage accounts, and actively drive sales and revenue growth. This position is ideal for a results-oriented individual looking to help build a successful company from the ground up — with clear pathways to full-time status, increased responsibility, management roles, and dedicated sales positions.
As the agency grows and surpasses performance goals, you’ll share in the success through performance bonuses and uncapped commission opportunities. If you’re motivated by challenge, variety, client relationships, and closing sales — not just a paycheck — this is your chance to grow alongside us.
Key Responsibilities
- Support efficient daily office operations and help streamline agency processes
- Serve as the primary Customer Service Representative (CSR) and Account Manager, delivering outstanding client experiences
- Handle client inquiries, policy servicing, renewals, endorsements, and claims support with a customer-first mindset
- Perform accurate data entry and maintain records across multiple systems
- Build and nurture strong client relationships through responsive, professional communication
- Proactively identify sales opportunities, perform account rounding, cross-selling, and upselling to existing clients
- Generate new business through outbound calls, networking, referrals, and community outreach
- Present insurance solutions, prepare quotes, and close sales (with direct commission earnings)
- Ensure compliance with carrier and state requirements while maintaining meticulous documentation
- Take initiative to research solutions, solve problems creatively, and represent the agency at networking events and community functions
- Collaborate as a true team player, contributing to a positive, supportive work environment
Note: Weekend availability may be required during the initial training period when the owner has more scheduling flexibility and during our busy season (July-April).
What We’re Looking For
We seek a true “Jack or Jill of all trades” with a genuine Can-Do attitude, strong team-player spirit, and a sales-driven mindset:
- Self-motivated, highly organized, and detail-oriented with excellent time-management skills
- Resourceful problem-solver who thinks quickly on their feet and finds solutions independently
- Outstanding communication and interpersonal skills, both written and verbal — with natural ability to build rapport and influence
- Proficient in Excel, MS Word, and general technology tools
- Energetic, resilient, and energized by variety — no two days are the same
- Passionate about sales and growth: eager to learn insurance products, overcome objections, and help clients while driving revenue
- Willing to do whatever it takes to deliver exceptional results for clients and the business
- Comfortable networking and representing Be Well Insurance Solutions in the community
Licensing & Growth Requirements
- Active California Life & Health (L&H) and/or Property & Casualty (P&C) license is preferred.
- If unlicensed, you must obtain your L&H license within 3 months and P&C license within 6 months. We provide full support for your licensing journey.
- Once licensed, inside sales responsibilities become a core part of the role, unlocking significant commission earnings and performance bonuses.
Position Details & Exciting Growth Path
- Start part-time with a clear, accelerated path to full-time as you prove yourself and the agency grows
- Competitive hourly compensation to start
- Performance bonuses available from day one — with even greater rewards as the agency hits and exceeds growth goals
- Strong commission potential on new business, account rounding, cross-selling, and renewals
- Significant career advancement opportunities in a small, entrepreneurial environment — including progression into full-time Sales roles, management, and leadership positions
This role blends operational excellence, meaningful client relationships, and direct sales impact. You’ll be part of a close-knit team where your contributions — especially your sales results — directly fuel our shared success.
How to Apply
If you’re excited about growing with a forward-moving insurance agency and consider yourself a true team player with a strong Can-Do attitude and sales drive, we’d love to hear from you!
Please send your resume and a brief note telling us:
- Why you’re interested in this role, and
- What “Can-Do” means to you.
Email to: HR@BeWellInsurance.com
Be Well Insurance Solutions is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.