Are you a customer service professional looking for a great opportunity in insurance? You might be a perfect fit for our insurance customer service representative role. You'll be in charge of giving current policyholders excellent customer service by resolving billing issues, amending policies, and making policy suggestions. Additional tasks include generating policy quotes and providing coverage advice for new and potential customers. Our ideal candidate has previous customer service experience and has excellent rapport with clients. If this sounds like you, please start your application today!
- Establish working relationships with clients, potential clients, and companies we represent on the phone, email, and on paper
- Supporting teammates with follow-up for clients and prospects
- Research and resolve coverage questions
- Promptly respond to client needs either on the phone or electronically
- Maintain client files and process routine correspondence between our agency and the client or company… both paper records as well as our many different software programs
- Cultivate new opportunities and offer additional lines of insurance through consultative selling
- Assist with other office duties as they arise and are needed
- Follow-up on client interactions in a thorough manner to ensure customer satisfaction
- Contact clients for concerns or complaints, provide appropriate solutions, and monitor the situation to make sure the issue is resolved
- Respond to incoming calls concerning policy and insurance coverage concerns, as well as customer complaints and general questions
- Demonstrate accuracy in processing client policy modifications based on the data given
- Track current marketing activities, so you can appropriately respond to insurance-related inquiries with all of the resources at your disposal
- You must be fluent in Spanish, written and spoken
- This is an "in-person" position, so you must live within driving distance of our office location in Fullerton, CA, and have appropriate means of transportation
- Proficient with Microsoft Word, Excel, Outlook, and a calculator
- Type quickly and accurately
- Excellent communication skills, both verbal and written
- Organized, structured, and punctual, and will follow the rules
- Patient, respectful, reliable, trustworthy, friendly, supportive, articulate, kind, ethical, and honest
- Property and Casualty license preferred (required within the first 60 days of employment)
- We will train and educate the successful candidate. However, having previous experience working within the insurance industry is a bonus
- You must have previous customer service experience for this position
- Must have knowledge of Microsoft Office and customer relationship management software
- Position requires a high school diploma or GED equivalent
- Must possess exemplary interpersonal skills, communication skills, and active listening skills
- Basic knowledge of insurance policy procedures and schedules is preferred
At our insurance agency, we foster a tight-knit, purpose-driven team committed to creating meaningful, positive impacts on the lives of individuals, families, and small businesses. Our foundation rests on the bedrock of strong relationships—among our team members, with our valued clients, potential clients, our vibrant community, and the trusted insurance companies we partner with. As an independent agency, we firmly uphold a client-centric philosophy, prioritizing clients' needs above all else, ensuring they receive tailored insurance solutions that truly meet their unique requirements. If you're seeking a career with purpose, the opportunity to build enduring connections, and the chance to put clients first, we invite you to join our dedicated team. Together, we'll make a lasting impact.
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