2 jobs found in fremont

Lin Zhao Insurance Agency, a top-performing Farmers Insurance agency in Fremont, is seeking a full-time Bilingual Mandarin Customer Service Representative to support our growing client base. In this customer-facing role, you will be the first point of contact for clients and prospects. You will provide professional service, process policy changes, answer coverage questions, maintain accurate client records, follow up on leads, and help identify clients insurance needs. This position combines customer service, relationship building, and sales support. Required Qualifications: - Fluent in English and Mandarin, spoken and written, to effectively serve our diverse client community - Strong communication, customer service, and interpersonal skills - Positive, self-motivated, dependable, and comfortable working in a fast-paced office - High school diploma or equivalent Preferred Qualifications: - Cantonese proficiency - Active California Property and Casualty and/or...

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. **Responsibilities:** + Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products + Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program + Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers + Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable...