Customer Service Representative

Job Description

Job Description

As a Customer Service Representative, you will be the front line of our agency, playing a vital role in ensuring our clients have a positive and seamless experience. You will be responsible for a variety of tasks, including answering phones, processing payments, managing client retention, identifying opportunities to cross-sell additional products, and closing warm leads from our existing customer base. This role requires a strong commitment to customer satisfaction, excellent communication skills, and the ability to work effectively in a fast-paced environment.

Benefits

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Flexible Schedule

Health Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Responsibilities

Customer Service & Support : Serve as the primary point of contact for client inquiries, providing friendly, professional, and efficient assistance via phone and in-person. Address client questions and concerns regarding their policies, billing, and coverage.

Payment Processing : Accurately and securely process policy payments and assist clients with billing-related questions.

Client Retention : Proactively engage with clients to build strong relationships, ensure their needs are met, and prevent policy cancellations.

Cross-Selling : Identify and capitalize on opportunities to cross-sell additional Farmers Insurance products (e.g., auto, home, life, business insurance) to existing clients.

Warm Lead Conversion : Follow up on and close warm leads generated from our existing client base, providing policy quotes and completing the sales process.

Documentation & Administration : Maintain accurate and detailed records of all client interactions and transactions in our agency management system.

Team Collaboration : Work closely with the agency owner and other team members to meet agency goals and contribute to a positive and productive work environment.

Requirements

Insurance Licensing : Must be willing to obtain a Property & Casualty license. CA licensing is a plus.

Experience : Previous experience in a customer service or sales role is preferred. Experience in the insurance or financial services industry is a bonus.

Skills :

Excellent verbal and written communication skills.

Strong interpersonal skills and a genuine desire to help others.

Ability to multitask, prioritize, and manage time effectively.

Proficient in using computer systems and software (e.g., Microsoft Office Suite, CRM software).

Detail-oriented and highly organized.

Proven ability to work independently as well as part of a team.