Office Administrator / CSR / Account Manager – Growth Opportunity

Job Title: Office Administrator / CSR / Account Manager – Growth Opportunity Company: Be Well Insurance Solutions Location: Santa Clara, CA (On-site)About Be Well Insurance SolutionsBe 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 OpportunityAre 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 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, and directly contribute to our expansion. This position is ideal for a team-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 inside sales.As the agency grows and surpasses performance goals, you’ll share in the success through performance bonuses and commission opportunities. If you’re motivated by challenge, variety, and long-term career progression — not just a paycheck — this is your chance to grow alongside us.Key ResponsibilitiesSupport efficient daily office operations and help streamline agency processesServe as the primary Customer Service Representative (CSR) and Account Manager, delivering outstanding client experiencesHandle client inquiries, policy servicing, renewals, endorsements, and claims support with a customer-first mindsetPerform accurate data entry and maintain records across multiple systemsBuild and nurture strong client relationships through responsive, professional communicationIdentify opportunities for account rounding and cross-selling (with commission potential) to drive agency growthEnsure compliance with carrier and state requirements while maintaining meticulous documentationTake initiative to research solutions, solve problems creatively, and represent the agency at networking events and community functionsCollaborate as a true team player, contributing to a positive, supportive work environmentNote: Weekend availability may be required during the initial training period when the owner has more scheduling flexibility.What We’re Looking ForWe seek a true “Jack or Jill of all trades” with a genuine Can-Do attitude and strong team-player spirit:Self-motivated, highly organized, and detail-oriented with excellent time-management skillsResourceful problem-solver who thinks quickly on their feet and finds solutions independentlyOutstanding communication and interpersonal skills, both written and verbalProficient in Excel, MS Word, and general technology toolsEnergetic, resilient, and energized by variety — no two days are the samePassionate about growth: eager to learn, take on new challenges, and contribute to the agency’s successWilling to do whatever it takes to deliver exceptional results for clients and the businessComfortable networking and representing Be Well Insurance Solutions in the community Licensing & Growth RequirementsActive 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, you’ll have the opportunity to take on inside sales responsibilities, unlocking additional commission earnings and performance bonuses.Position Details & Exciting Growth PathStart part-time with a clear, accelerated path to full-time as you prove yourself and the agency growsCompetitive hourly compensation to startPerformance bonuses available from day one — with even greater rewards as the agency hits and exceeds growth goalsCommission potential as you expand into sales and account developmentSignificant career advancement opportunities in a small, entrepreneurial environment — including progression into management and full sales rolesThis role blends operational excellence, meaningful client relationships, and future sales upside. You’ll be part of a close-knit team where your contributions directly fuel our shared success.How to ApplyIf you’re excited about growing with a forward-moving insurance agency and consider yourself a true team player with a strong Can-Do attitude, we’d love to hear from you!Please send your resume and a brief note telling us:Why you’re interested in this role, andWhat “Can-Do” means to you.Email to: HR@BeWellInsurance.comBe Well Insurance Solutions is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.