Licensed Insurance Customer Services Representative - Wilson Y.K. Yeem-Farmers Insurance Agency
San Diego, CA 92123
About the Job
Our Agency?is one of the most?quickly growing?and the most trusted agency in the community.?
Our agency is looking for a confident and highly motivated individual that's interested in a great CUSTOMER SERVICES?opportunity. Great earnings with future long term career advancement available.
As a Licensed Customer Services?Representative (CSR), you will directly?work to maximize positive customer experiences by responding to customer inquiries or complaints regarding the companys products or services.? They will communicate with internal and external customers about basic underwriting guidelines, policies, and marketing initiatives to service customer accounts.? Additionally, Customer Service Representatives will analyze, clarify, and resolve policy and account-related questions
Our Customer Service Representative needs to?exceed customer service standards?to current clients while also?assisting prospects as they call in.?
Apply for the position today by completing the form and completing the assessment.
Salary Range: $25000.00 - $45000.00 per year
Benefits
Annual Base Salary + Commission + Bonus Opportunities
Flexible Schedule
Mon-Fri Schedule
Career Growth Opportunities
Evenings Off
Responsibilities
- Determine customer requirements and expectations in order to help the customer identify specific products and solutions
- Solicit, sell, and negotiate new business policies
- Review renewal business and identify appropriate follow-up action based on degree of change
- Cross-sell/up-sell products to existing customers
- Call & communicate with prospective customers in the process of sales and goal accomplishment?
- Develops Agency relationship with new and existing clients
- Process customer policy change requests.
- Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
- Answer incoming phone calls?
- Schedule appointments for sales staff to meet prospective customers.
- Responds to all inquiries, cancellation requests, and sales requests within specified timeframe.
- Performs other duties as assigned
Requirements
- Currently possess at least a Property & Casualty insurance license
- ( + Prefer Health & Life licensed or soon to be)
- Previous experience worked at insurance agency preferred
- Proficiency to multi-task, follow-thru and follow-up.
- Excellent Communication/interpersonal skills.
- Possess an upbeat, positive and enthusiastic attitude.
- Great Customer Service Skills.
- Knowledge of insurance products and services we offer including underwriting guidelines
- Ability to tactfully handle stressful and difficult situations.
- Speaking 2nd language (Spanish, Chines, Korean, Vietnamese or Tagalog) could be plus