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Customer Service Representative at a Top Insurance Agency
Customer Service Representative at a Top Insurance AgencyRichard So-Farmers Insurance Agency • Santa Clara, CA, US
Customer Service Representative at a Top Insurance Agency

Customer Service Representative at a Top Insurance Agency

Richard So-Farmers Insurance Agency • Santa Clara, CA, US
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Job Description

Job Description

Our agency is expanding and we are looking to hire the right individual to join our outstanding team. We are currently seeking to fulfill a full-time position. Our Customer Service Representative will be responsible to provide exceptional customer service to our current clients and new prospects when they call in for assistance. They will also be responsible for marketing events, cold-calling new clients, past clients and warm leads.

If you enjoy helping others and are a compassionate, customer-focused individual, then apply to our insurance agency today! Our reputable insurance agency is looking for an exceptional insurance personal lines customer service representative to join our team. We pride ourselves on our outstanding insurance products and customer service.

  • All applicants MUST complete an online assessment upon applying for this position to be further considered.

Benefits

Hourly Base Salary + Commission

Hands on Training

Mon-Fri Schedule

Responsibilities

  • Process customer policy change requests.
  • Secure all Trailing Documents from customers.
  • Document each customer contact in eAgent.
  • Immediately greet all customers, entering the office, in a friendly and helpful manner.
  • Take premium payments from customers.
  • Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
  • Return all phone messages promptly.
  • Share training and education knowledge and expertise with team members.
  • Thoroughly understand and follow all underwriting, rating and compliance requirements.
  • Maintain knowledge of new products and services.
  • Provide exceptional customer service and support.
  • Be outstanding at relationship building.
  • Develop and maintain client relationships.
  • Obtain prospects information such as name, address, vehicle information and enter into quote sheets.
  • Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems.
  • Provides on-going support to insurance clients as needed.
  • Work independently and as part of a team.
  • Assess and identify the wants and needs of your customer(s) over the phone.
  • Handle customer renewals.

    • Requirements

  • Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
  • Possess an upbeat, positive and enthusiastic attitude.
  • Create relationships from a cold start.
  • Proficiency to multi-task, follow-thru and follow-up.
  • Excellent Communication / interpersonal skills.
  • Must have ability to multi-task.
  • Must be highly self-motivated.
  • Professional phone etiquette.
  • Great Customer Service Skills.
  • Works well with other employees and is a team player with a positive attitude.
  • Strong work ethic and leadership skills.
  • Strong communication skills, both oral and written.
  • Driven and goal-oriented individual.
  • Be capable of handling customer rejection.
  • Be equipped with great listening and closing skills.
  • No insurance experience required but must be willing to learn

    • Enthusiasm, optimism, and a willingness to see the good in every situation.

    Commitment to excellence, willingness to work hard, and willingness to go the extra mile.

    Ability to take initiative, be proactive, and think outside the box.

    Ability to adapt to change, learn new things quickly, and work in a fast-paced environment.

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    Insurance Customer Service Representative • Santa Clara, CA, US

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