Customer Service Rep- Insurance

Position

Customer Service Rep - Insurance at George Mauricio Agency Inc

Our office is expanding and we are looking to hire the right individual to join our outstanding customer service team. We are currently seeking a full-time position. The Customer Service Representative will provide exceptional customer service to our current clients and new prospects, process policy change requests, maintain knowledge of our products, and answer any questions our clients may have.

• Annual Base Salary + Commission + Bonus Opportunities
• Paid Time Off (PTO)
• Health Insurance
• Career Growth Opportunities
• Evenings Off

• Process customer policy change requests.
• Secure all trailing documents from customers.
• Handle all incoming claim calls from customers.
• Complete Evidence of Insurance requests.
• Document each customer contact in eAgent.
• Immediately greet all customers, entering the office, in a friendly and helpful manner.
• Take premium payments from customers.
• Ask each customer for referrals and explain our referral program.
• Verify phone numbers, addresses, and email addresses with each customer contact and update customer information.
• Answer incoming phone calls on the first ring.
• Return all phone messages promptly.
• Provide exceptional customer service.
• Be outstanding at relationship building.
• Maintain client relationships with follow‑up phone calls.
• Claims follow‑up calls.
• Provide ongoing support to insurance clients as needed.
• Respond to all inquiries, cancellation requests, and sales requests within a specified timeframe.
• Assess and identify the wants and needs of customers over the phone.
• Uphold the wants and needs of customers.

• Possess a genuine willingness to learn, be intuitive, resourceful, and coachable.
• Possess an upbeat, positive, and enthusiastic attitude.
• Be a great self‑starter with a sense of urgency.
• Proficiency in multi‑tasking, follow‑thru, and follow‑up.
• Excellent communication/interpersonal skills.
• Confident, self‑starter who works well independently.
• Must have the ability to multi‑task.
• A Property & Casualty or Personal Lines Insurance license is required for this hire.
• Professional phone etiquette.
• Career minded vision.
• Follow through and exceed current and prospective client expectations.
• Excellent spelling and grammar skills.
• Great customer service skills.
• Problem‑solving capabilities.
• Works well with other employees and is a team player with a positive attitude.
• Respond to all inquiries, cancellation requests, and sales requests within a specified timeframe.

Bilingual, fluent in both English and Spanish is beneficial.

Entry level

Full‑time

Other

Insurance Agencies and Brokerages

George Mauricio-Farmers Insurance Agency is a dynamic and professional team dedicated to providing top‑tier insurance solutions. Join our thriving agency where we empower clients and foster a supportive, energetic environment for career growth. Make an impact in the insurance industry with us!