Customer Service Rep- Insurance

Overview

Our office is expanding and we are looking to hire the right individual to join our outstanding customer service team. We are currently seeking to fulfill a full-time position. Our Customer Service Representative will be responsible for providing exceptional customer service to our current clients and new prospects, processing policy change requests, maintaining knowledge of our products, and answering any questions our clients may have.

Insurance industry or office experience and knowledge is not required but would be a greater benefit relating to customers in the beginning for this position.

• 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.
• Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.
• Assess and identify the wants and needs of your customer(s) over the phone.
• Uphold the wants and needs of your customers.

• Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
• Possess an upbeat, positive and enthusiastic attitude.
• Be a great self-starter with a sense of urgency.
• Proficiency to multi-task, follow-thru and follow-up.
• Excellent communication/interpersonal skills.
• Confident, self-starter who works well independently.
• Must have 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.
• Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.

Bilingual, fluent in both English and Spanish is beneficial.

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!