Life and Financial Services

Trumark is a wholesale brokerage firm.

Trumark provides Financial Advisors, Accountants, Attorneys, Insurance Brokers, and Trust Officers expertise in risk management paralleling the professionalism which these valued advisors provide for their clients in the development and execution of comprehensive financial strategies. Our objective is to become an extension of the professional’s practice so they can provide clients with a complete wealth management solution while remaining focused on their core professional competencies.

Trumark provides expertise in disciplines such as:

  • Estate and Trust Planning
  • Policy Review and Performance Analysis
  • Portfolio Diversification—Insurance as an Asset Class
  • Private and Commercial Premium Financing
  • Split Dollar Plans
  • Executive Benefit Planning
  • Charitable Planning
  • Long Term Care Insurance Planning

Knowing that every client’s goals and objectives are different, Trumark offers a differentiated experience that is strategy and product neutral and is focused on aggressive client advocacy in order to achieve a “best in market” insurance solution. Our management team has an extensive background in the insurance industry as well as experience in the tax and legal department of a “Big4” accounting firm and a in a major law firm.

Advanced Underwriting & Case Management

Trumark has an unmatched team of advanced underwriters with decades of experience acting as client advocates and providing expertise in the art of presenting an underwriting file in the most favorable light in order to obtain the “best of class” life insurance portfolio. By “pre-underwriting” the case of a valued client, Trumark can with an extremely high degree of accuracy provide guidance as to “what the market will say” if and when a client chooses to apply for coverage. By aligning our Insurance Medical Specialists on the “client’s side of the table”, we are able to make the strongest case for the best market pricing possible, and all this work is done before the market even knows the name of the client seeking coverage. These processes make the delivery of insurance solutions much more effective and “painless” for the client.

 

Job Descriptions

CLOSE

Insurance Office Receptionist

Penguin Insurance is one of the fastest growing insurance organizations in California. We are looking receptionist / customer service representative to join our team at our Pasadena, CA location. If you are an enthusiastic, career-minded, and driven individual with a proven track record in personal lines insurance sales, we want to meet you!

Position Requirements:

  • Minimum of 2 years experience as office receptionist or customer service representative.
  • Resides within 20 miles of Pasadena, CA
  • Excellent customer services skills
  • Excellent communication and interpersonal skills
  • Proficient in MS Word and Excel
  • Ability to multi-task
  • Bilingual a definite plus
  • Knowledge of the Ezlynx rating and management system is a plus
  • Knowledge of insurance carriers like Allied, Safeco, Mapfre, and Travelers is a plus

Position Benefits:

  • Competitive base pay plus generous bonuses and opportunities for advancement
  • Paid classroom training, staff shadow training, and opportunities to receive additional insurance designations
  • Paid vacation and PTO
  • Company-paid trips
CLOSE

Upload your resume:

CLOSE

Upload your resume:

CLOSE

Upload your resume:

CLOSE

Inside Sales Specialist

Penguin Insurance is one of the fastest growing insurance organizations in California. We are looking for experienced inside sales person that had experience and success in P&C industry. Penguin will be providing leads, you do not need to prospect for new client. If you are an enthusiastic, career-minded, and driven individual with a proven track record in personal lines insurance sales, we want to meet you!

We offer a wide range of insurance products including from 50+ national and regional carriers:

  • Commercial Insurance
  • Auto Insurance
  • Homeowners Insurance
  • Life Insurance
  • Renters Insurance
  • Specialty Insurance (Umbrella, Boat, Motorcycle, and RVs)

Position Requirements:

  • Property & Casualty Insurance License *IS REQUIRED*.
  • Minimum two year insurance sales experience.
  • Resides within 20 miles of Pasadena, CA
  • Excellent customer services skills
  • Excellent communication and interpersonal skills
  • Proficient in MS Word and Excel
  • Ability to multi-task
  • knowledge of independent channel is a plus.
  • Bilingual is Plus ( Spanish, Vietnamese, Chinese, Korean)
  • Knowledge of carrier such as: Nationwide, Traveler, Safeco, Mercury, Hartford, Liberty Mutual, Mapfre, Amtrust is a plus.

Property & Casualty Insurance Sales Responsibilities:

  • follow up on leads, schedule appointments, identify the business owners needs, market and quote the appropriate products.
  • Building and maintaining client relationships, including response to specific inquiries regarding insurance eligibility, coverages, policy changes, claims and billing. Maintain a strong work ethic with a commitment to success each and every day.
  • If you are motivated to succeed and can see yourself in this role, please respond immediately. We will follow up with you quickly to begin the next steps in the interview process.

Position Benefits:

  • Health Insurance.
  • Competitive base pay plus generous bonuses and opportunities for advancement
  • Paid classroom training, staff shadow training, and opportunities to receive additional insurance designations.
  • Commission on new and renewal bonus.
  • Bonus based on profit sharing and growth.
  • Paid vacation and PTO
  • Company-paid trips
CLOSE
Do you have any experience in Accounting, Telemarketing, or Customer Service?

Would your commute time to the following address be within 30 minutes?

How would you rate your English skills on a scale of 1-10?

Job Descriptions

CLOSE
Do you have any experience in Accounting, Telemarketing, or Customer Service?

Would your commute time to the following address be within 30 minutes?

How would you rate your English skills on a scale of 1-10?

Job Descriptions

CLOSE
Do you have any experience in Accounting, Telemarketing, or Customer Service?

Would your commute time to the following address be within 30 minutes?

How would you rate your English skills on a scale of 1-10?

Job Descriptions

CLOSE
Upload your resume to be considered for future openings

CLOSE

 Yes NO

 Yes NO

 Yes NO

Job Descriptions

CLOSE

 Yes NO

 Yes NO

 Yes NO

Job Descriptions

CLOSE

 Yes NO

Job Descriptions

CLOSE

 Yes NO

Job Descriptions

CLOSE

 Yes NO

Job Descriptions

CLOSE

Job Descriptions

CLOSE

Job Descriptions

CLOSE

Accounting Specialist

Penguin Insurance is one of the fastest growing insurance organizations in California. We are looking for experienced insurance accountant that has experience in accounting and insurance and insurance industry. As accounting specialist, you will be managing commission, charge back, and answering agent questions about accounting. If you are an enthusiastic, career-minded, and driven individual with a proven track record in accounting, we want to meet you!

Position Requirements:

  • Minimum of two year experience in accounting.
  • Insurance industry experience is a plus.
  • Resides within 20 miles of Milpitas, CA
  • Excellent customer services skills.
  • Excellent communication and interpersonal skills
  • Proficient in MS Word and Excel
  • Ability to multi-task

Position Benefits:

  • Competitive base pay plus generous bonuses and opportunities for advancement
  • Paid classroom training, staff shadow training, and opportunities to receive additional insurance designations
  • Paid vacation and PTO
  • Company-paid trips

CLOSE

Insurance Office Receptionist

Penguin Insurance is one of the fastest growing insurance organizations in California. We are looking receptionist / customer service representative to join our team at our company headquarters in Milpitas, CA. If you are an enthusiastic, career-minded, and driven individual with a proven track record in personal lines insurance sales, we want to meet you!

Position Requirements:

  • Minimum of 2 years experience as office receptionist or customer service representative.
  • Resides within 20 miles of Milpitas, CA
  • Excellent customer services skills
  • Excellent communication and interpersonal skills
  • Proficient in MS Word and Excel
  • Ability to multi-task
  • Bilingual a definite plus
  • Knowledge of the Ezlynx rating and management system is a plus
  • Knowledge of insurance carriers like Allied, Safeco, Mapfre, and Travelers is a plus

Position Benefits:

  • Competitive base pay plus generous bonuses and opportunities for advancement
  • Paid classroom training, staff shadow training, and opportunities to receive additional insurance designations
  • Paid vacation and PTO
  • Company-paid trips
CLOSE

Call Center Agent/Telemarketer – Insurance (6mo+ experience)

Admin Now is an insurance support team located in Malolos, Bulacan, Philippines that works remotely for various agencies in the United States. We are looking for enthusiastic, career-minded, and driven individuals with experience in telemarketing.

Position Requirements:

  • Minimum of 1 year experience in telemarketing
  • Must live within 30 minutes of Malolos, Bulacan
  • Excellent communication in English
  • Experience working with American companies is preferred
  • Proper phone etiquette is a must
  • Experience in sales/marketing is a plus
  • Proficient in MS Word and Excel
  • Knowledge of the Ezlynx rating and management system is a plus
  • Knowledge of insurance carriers like Allied, Safeco, Mapfre, and Travelers is a pls
  • Consistently adheres to high standards of performance and service excellence
  • Ability to multitask and work with web-based applications and other systems
  • Demonstrate effective time management
  • Must be punctual and maintain attendance that meets or exceeds company expectations
  • Transfers Policy information to our innovated management system
  • Must be willing to work graveyard hours to accommodate the US schedule
  • Ability to speak Spanish is a plus

The position of an appointment setter is usually an entry level one. They are hired by companies in order to assist them with the sales processes. The main task of an appointment setter is to call potential customers, engage them in conversation, provide information regarding a product or service and set up meetings with a member of the sales force of the company that they are representing.

  • Call potential customers by following calling list provided by Agency/Company
  • Provide information regarding the service or product in question
  • Answer any questions that the potential customer asks to the best of ability
  • Take information from potential customers regarding their specific product or service needs
  • Ask potential customers of a particular time when they will be free to receive calls
  • Set appointments with potential customers at their convenience
  • Ensure that sales force member follows up with potential customers
  • Document all calls made to potential customers

Benefits:

  • Competitive pay (15k – 25k pesos, depending on experience)
  • Bonuses
  • Opportunities for advancement
  • Opportunities to train in the United States with travel expenses included
  • Paid holidays

(IF A RESUME IS NOT SUBMITTED, YOU WILL NOT BE CONSIDERED FOR THE POSITION)

  • Job Type: Full-time
  • Job Location: Malolos, Bulacan
  • Required education: High school or equivalent
  • Required experience: Telemarketing: 1 year
  • Required languages: English (excellent), Spanish
CLOSE

Customer Service Representative – Insurance

Admin Now is an insurance support team located in Malolos, Bulacan, Philippines that works remotely for various agencies in the United States. We are looking for enthusiastic, career-minded, and driven individuals with experience in customer service and data entry.

Position Requirements:

  • Minimum of 1 year experience in customer service and data entry
  • Resides within 30 minutes of Malolos, Bulacan
  • Excellent communication in English
  • Experience working with American companies is preferred
  • Proficient in MS Word and Excel
  • Knowledge of the Ezlynx rating and management system is a plus
  • Knowledge of insurance carriers like Allied, Safeco, Mapfre, and Travelers is a pls
  • Consistently adheres to high standards of performance and service excellence
  • Ability to multitask and work with web-based applications and other systems
  • Demonstrate effective time management
  • Must be punctual and maintain attendance that meets or exceeds company expectations
  • Transfers Policy information to our innovated management system
  • Must be willing to work graveyard hours to accommodate the US schedule

Benefits:

  • Competitive pay (15k – 25k pesos, depending on experience)
  • Bonuses
  • Opportunities for advancement
  • Opportunities to train in the United States with travel expenses included
  • Paid holidays

(IF A RESUME IS NOT SUBMITTED, YOU WILL NOT BE CONSIDERED FOR THE POSITION)

  • Job Type: Full-time
  • Job Location: Malolos, Bulacan
  • Required education: High school or equivalent
  • Required experience: Customer Service: 1 year
  • Required languages: English (excellent), Spanish
CLOSE

Accounting Specialist – Insurance (6mo+ experience)

Admin Now is an insurance support team located in Malolos, Bulacan, Philippines that works remotely for various agencies in the United States. We are looking for enthusiastic, career-minded, and driven individuals with experience in accounting.

Position Requirements:

  • Minimum of 6 months experience in accounting
  • Must live within 30 minutes of Malolos, Bulacan
  • Excellent communication in English
  • Experience working with American companies is preferred
  • Insurance industry experience is a plus
  • Proficient in MS Word and Excel
  • Consistently adheres to high standards of performance and service excellence
  • Ability to multitask and work with web-based applications and other systems
  • Demonstrate effective time management
  • Must be punctual and maintain attendance that meets or exceeds company expectations
  • Must be willing to work graveyard hours to accommodate the US schedule

Benefits:

  • Competitive pay (15k – 25k pesos, depending on experience)
  • Bonuses
  • Opportunities for advancement
  • Opportunities to train in the United States with travel expenses included
  • Paid holidays

(IF A RESUME IS NOT SUBMITTED, YOU WILL NOT BE CONSIDERED FOR THE POSITION)

  • Job Type: Full-time
  • Job Location: Malolos, Bulacan
  • Required education: High school or equivalent
  • Required experience: Accounting: 1 year
  • Required languages: English (excellent), Spanish
CLOSE

Commercial Lines Insurance Support Specialist

Penguin Insurance is one of the fastest growing insurance organizations in California. We are looking for an experienced commercial producer and CSR to join our team at our company headquarters in Milpitas, Our commercial specialist will not need to prospect for client, or directly selling insurance. The commercial specialist main function is to assist our member agency with placing commercial risk. If you are an enthusiastic, career-minded, and driven individual with a proven track record in commercial lines insurance sales, we want to meet you!

Position Requirements:

  • Minimum of 2 years experience in commercial lines insurance products
  • Resides within 20 miles of Milpitas, CA
  • Excellent customer services skills
  • Excellent communication and interpersonal skills
  • Proficient in MS Word and Excel
  • Ability to multi-task
  • Bilingual a definite plus
  • Knowledge of the Ezlynx rating and management system is a plus
  • Knowledge of insurance carriers like Nationwide, Travelers, Amtrust and Mapfre is a plus

Position Benefits:

  • Competitive base pay plus generous bonuses and opportunities for advancement
  • Paid classroom training, staff shadow training, and opportunities to receive additional insurance designations
  • Paid vacation and PTO
  • Company-paid trips
  • HSA contributions

CLOSE

Inside Sales Specialist

Penguin Insurance is one of the fastest growing insurance organizations in California. We are looking for experienced inside sales person that had experience and success in P&C industry. Penguin will be providing leads, you do not need to prospect for new client. If you are an enthusiastic, career-minded, and driven individual with a proven track record in personal lines insurance sales, we want to meet you!

We offer a wide range of insurance products including from 50+ national and regional carriers:

  • Commercial Insurance
  • Auto Insurance
  • Homeowners Insurance
  • Life Insurance
  • Renters Insurance
  • Specialty Insurance (Umbrella, Boat, Motorcycle, and RVs)

Position Requirements:

  • Property & Casualty Insurance License *IS REQUIRED*.
  • Minimum two year insurance sales experience.
  • Resides within 20 miles of Milpitas, CA
  • Excellent customer services skills
  • Excellent communication and interpersonal skills
  • Proficient in MS Word and Excel
  • Ability to multi-task
  • knowledge of independent channel is a plus.
  • Bilingual is Plus ( Spanish, Vietnamese, Chinese, Korean)
  • Knowledge of carrier such as: Nationwide, Traveler, Safeco, Mercury, Hartford, Liberty Mutual, Mapfre, Amtrust is a plus.

Property & Casualty Insurance Sales Responsibilities:

  • follow up on leads, schedule appointments, identify the business owners needs, market and quote the appropriate products.
  • Building and maintaining client relationships, including response to specific inquiries regarding insurance eligibility, coverages, policy changes, claims and billing. Maintain a strong work ethic with a commitment to success each and every day.
  • If you are motivated to succeed and can see yourself in this role, please respond immediately. We will follow up with you quickly to begin the next steps in the interview process.

Position Benefits:

  • Health Insurance.
  • Competitive base pay plus generous bonuses and opportunities for advancement
  • Paid classroom training, staff shadow training, and opportunities to receive additional insurance designations.
  • Commission on new and renewal bonus.
  • Bonus based on profit sharing and growth.
  • Paid vacation and PTO
  • Company-paid trips
CLOSE

Personal Lines Insurance Support Specialist

Penguin Insurance is one of the fastest growing insurance organizations in California. We are looking for experienced and licensed Property and Casualty agents and CSRs to join our team at our company headquarters in Milpitas, CA. If you are an enthusiastic, career-minded, and driven individual with a proven track record in personal lines insurance sales, we want to meet you!

Job Responsibilities:

  • Service the existing book of business which includes endorsements, policy reviews, billing inquiry, creating certificates and more.
  • Cross selling existing client with other line of insurance.
  • processing quote request from the agent.
  • Assisting agent with policy bind request.

Position Requirements:

  • Minimum of 2 years experience in personal lines property and casualty insurance products
  • Resides within 20 miles of Milpitas, CA
  • Excellent customer services skills
  • Excellent communication and interpersonal skills
  • Proficient in MS Word and Excel
  • Ability to multi-task
  • Bilingual a definite plus
  • Knowledge of the Ezlynx rating and management system is a plus
  • Knowledge of insurance carriers like Allied, Safeco, Mapfre, and Travelers is a plus

Position Benefits:

  • Health Insurance
  • Competitive base pay plus generous bonuses and opportunities for advancement
  • Paid classroom training, staff shadow training, and opportunities to receive additional insurance designations
  • Paid vacation and PTO
  • Company-paid trips

Property Casualty Insurance Customer Service Representative

CLOSE

Personal Lines Insurance Support Specialist

Penguin Insurance is one of the fastest growing insurance organizations in California. We are looking for experienced and licensed Property and Casualty agents and CSRs to join our team at our company headquarters in Pasadena, CA. If you are an enthusiastic, career-minded, and driven individual with a proven track record in personal lines insurance sales, we want to meet you!

Job Responsibilities:

  • Service the existing book of business which includes endorsements, policy reviews, billing inquiry, creating certificates and more.
  • Cross selling existing client with other line of insurance.
  • processing quote request from the agent.
  • Assisting agent with policy bind request.

Position Requirements:

  • Minimum of 2 years experience in personal lines property and casualty insurance products
  • Resides within 20 miles of Pasadena, CA
  • Excellent customer services skills
  • Excellent communication and interpersonal skills
  • Proficient in MS Word and Excel
  • Ability to multi-task
  • Bilingual a definite plus
  • Knowledge of the Ezlynx rating and management system is a plus
  • Knowledge of insurance carriers like Allied, Safeco, Mapfre, and Travelers is a plus

Position Benefits:

  • Health Insurance
  • Competitive base pay plus generous bonuses and opportunities for advancement
  • Paid classroom training, staff shadow training, and opportunities to receive additional insurance designations
  • Paid vacation and PTO
  • Company-paid trips

Property Casualty Insurance Customer Service Representative

CLOSE
Join the fastest growing insurance agaency network in California today.

CLOSE