An CSSR provides first class customer service and achieves sales goals for the agency to meet long-term and short-term growth goals. This includes new business appointments, cross-sell opportunities, household reviews, customer retention and profit goals.

Compensation based on Full-time Position

Pay Range $18.00 to $22.00 per hour based on prior experience

Opportunities to earn Quarterly Bonuses

Expectations at time of employment:

• Must be Property & Casualty Licensed in CA

Responsibilities include but are not limited to:

• Determine customer needs in order to help the customer identify specific products and solutions
• Able to draw on previous customer service experience to help customers in the agency
• Solicit and sell new business policies
• Review renewal business and conduct appropriate follow up
• Conduct annual household reviews with customers
• Cross-sell/Up-sell products to existing customers
• Keep records of customer interactions and transactions completed by recording the details of inquiries, complaints, comments and actions taken
• Diffuse difficult and/or complex customer interactions in a professional manner
• Perform thorough risk analysis and field underwriting when writing new business
• Monitor claims activity to ensure a positive customer experience, as well as agency profitability
• Determine new business marketing systems based on research and analysis of competitive areas in the local market
• Monitor sales results for the agency and discuss corrective action to be implemented with the agent if goals are not met
• Coach and train staff hired in the agency
• Manage daily activities of other team members and prioritize tasks that need to be completed
• Possess the following skills: basic PC skills, basic math skills, critical thinking and conflict resolution skills, and the ability to prioritize and multi-task
• All other duties as assigned Core Competencies:
• Business Results - Able to meet team performance metrics and goals
• Communication - Possess outstanding written and verbal communication skills
• Job Knowledge - Understand various types of products, billing, underwriting and processing guidelines
• Teamwork - Develop constructive and cooperative working relationships with team members
• Leadership - Demonstrate the ability to own the results of the agency and motivate team members for optimal performance levels
• Integrity - Able to understand and make decisions based on what is best for the agency profitability and growth Physical Environment:
• Required job duties are normally performed in a climate-controlled office environment. Note that this position may occasionally require having the flexibility to work non-standard hours and/or to report to another location for the purposes of marketing, networking or conducting events.

Job Types: Full-time, Part-time

Pay: $18.00 - $22.00 per hour

Weekly day range:

• Monday to Friday

Work setting:

• In-person

Experience:

• Customer Service: 1 year (Preferred)

License/Certification:

• Property & Casualty License (Preferred)

Work Location: In person