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Customer Service Sales Representative

Customer Service Sales Representative

iStaff ProsSan Jose, CA, US
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Job Description

Job Description

Summary :

We’re seeking an ambitious, hardworking and friendly Customer Service Sales Representative to be part of our growing team! Our agency prides themselves in providing top level customer service. This position will be responsible for assisting the Personal Lines team through customer support tasks.

Customer Service Sales Representative   Duties :

  • Assist with inbound customer calls
  • Assist clients to resolve general service inquiries as needed
  • Follow-up with existing and potential clients
  • Review billing questions with clients
  • Perform other duties as assigned

We are looking for applicants who are professional, confident, outgoing, and excited about a career in Customer Service.

The ideal candidate will :

  • Have a high-energy, positive approach
  • Be able to meet individual performance metrics goals
  • Successfully juggle multiple priorities at any given time
  • Possess outstanding written and verbal communication skills
  • Understand basic product, billing and processing guidelines
  • Handling service requests, processing necessary paperwork, and answering incoming calls
  • Accept feedback when offered and works well with others
  • Research and identify timely solutions to client-related problems
  • Have solid computer skills with knowledge of Windows and Microsoft Office
  • Provide timely and accurate feedback to client’s inquiries on existing policies with regards to policy amendments, billing, claims and upcoming renewals.
  • Participate in the renewal cycle from start to finish; gather update account information, compile submissions and secure renewal quotes.
  • Must be passionate about Consultative SALES and building customer relationships!
  • Proactively identify and act on cross-sell opportunities
  • Prospect and generate new business through leads and referrals
  • Customer Service Representative / Producer Qualification :

  • Property & Causality and / or Life & Health License (must have or be able to obtained within 45 days)
  • Previous sales experience (With Farmers Insurance a plus)
  • Confident, self-starter who works independently
  • Education :

  • High school or equivalent (Required)
  • Benefits :
  • Base Pay
  • $350 per month towards health insurance
  • 401K with 3% automatic employer contribution
  • Commissions
  • 10 Holidays paid
  • Paid Time Off
  • Agency Achievement Club Bonuses
  • Performance Bonus (up to 3% annual base pay)
  • Equipment such as a laptop
  • Licensing / education  reimbursement
  • Career advancement opportunities
  • Employee Rewards and Discounts
  • And much, much more!
  • This position is with a Farmers independent contractor agent, not with Farmers Insurance Companies. Employees of Farmers agents must be able to successfully complete any applicable licensing requirements and training programs. Farmers agents are independent contractors who hire their own employees. Farmers agents’ employees are not employees of Farmers.
  • This is a Full-Time, permanent position!

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    Customer Service Sales Representative • San Jose, CA, US

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