Customer Service Representative

Job Description

Job Description

Dont wait, take the next step in your career today. Our Insurance Agency in POWAY, California, is looking for a motivated and dynamic individual to join our team as a Full-Time Customer Service Representative.

If you have a passion for delivering excellent customer service and enjoy working in a proactive environment and building rapport with others, this is the role for you.

Youll have the opportunity to grow your knowledge and youll benefit from additional avenues for growth and advancement. We will teach you everything you need to know.

Are you an Experienced CSR? Incredible! You will benefit from continued training and education as well as career development and advancement opportunities.

Continue growing your knowledge with our mentorship and training. You will also have the opportunity for advancement and the option to transition into sales if desired.

Apply now to join our team and our commitment to customer satisfaction and success.

Benefits

Annual Base Salary Based on Experience

Paid Time Off (PTO)

Flexible Schedule

Health Insurance

Dental Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Responsibilities

Develop insurance quotes, make sales presentations, and close sales.

Develop ongoing networking relationships with Real Estate Agents, Mortgage Lenders, Title Companies, Auto Dealers, etc.

Process customer policy change requests.

Secure all Trailing Documents from customers.

Handle all incoming claim calls from customers and follow-up.

Complete Evidence of Insurance requests.

Document each customer contact in eAgent.

Take premium payments from customers.

Ask each customer for referrals and explain our referral program.

Treat each customer contact as a cross and up-sell opportunity including financial products.

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.

Generating insurance quotes.

Provide exceptional customer service and support.

Be outstanding at relationship building.

Develop and maintain client relationships.

Call prospective customers by operating VOIP telephones, automatic dialing systems, and other internet technologies.

Obtain prospects information such as name, address, vehicle information and enter into quote sheets.

Informs customers of promotions and new or upgraded products using prepared scripts.

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.

Requirements

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.

Create relationships from a cold start.

Be a fantastic presenter.

Proficiency to multi-task, follow-thru and follow-up.

Excellent Communication / interpersonal skills.

Prior Sales Experience.

Must be highly self-motivated.

Professional phone etiquette.

Career minded vision.

Follow through and exceed current and prospective client expectations.

Excellent Spelling and Grammar skills.

Great Customer Service Skills.

Have an active Personal Lines or Property / Casualty Insurance License