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Insurance Customer Service Representative
Apply
$63k-85k (estimate)
Full Time 2 Weeks Ago
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M Chelsea Cabanillas Agency is Hiring an Insurance Customer Service Representative Near Phoenix, AZ

Job Description

Job Description
Benefits:
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Paid time off
  • Parental leave
Join our vibrant team at the Chelsea Cabanillas Agency - a leading insurance provider specializing in personal lines insurance such as home, auto, and life insurance. Located at Tatum and Greenway in North Phoenix, we're seeking a dynamic and motivated Customer Service Representative (CSR) to provide a top-notch service experience for our clients.
Working Hours and Flexibility
  • Primarily an in-office position with working hours from Monday- Thursday (9AM to 5pm) and Friday (8:30AM- 4pm). However, we value work-life balance and are open to flexible schedules that include working from home once we are familiar with your work style and abilities.
Transportation Support:
  • To assist with your commute, we offer a $200 monthly gas card allowance.
Our Core Values:
Our company thrives on the following principles:
  1. Be Kind
  2. Be Curious
  3. Be Intentional
  4. Be Reliable
  5. Be Joyful
These values are integral to our operations and contribute to our reputation as a high-performing agency. If you align with these values, you might be just the person we're looking for!
Perks/Benefits:
  • Immediate Eligibility for Paid Time Off (PTO)
  • Paid Volunteer Time Off (VTO)
  • Monthly Gas Card Allowance
  • Monthly Paid Lunch Meeting
  • Opportunity to Earn "Work from Home" Days
  • Quarterly Team Building Outings
  • Life Insurance Benefits
  • Vision, Dental and Short Term Disability Benefits (employee funded for the first 12 months)
  • Reimbursement for Insurance License Study Materials and one Exam Fee (upon passing)
Job Description:
The Customer Service Representative (CSR) will be a key player in delivering a superior experience for our customers that extends beyond the initial insurance purchase. The CSR will assist in both service-related and sales-related tasks, developing long-term relationships with our clients and ensuring our service matches our commitment to excellence.
Primary Responsibilities:
  • Assist with incoming calls
  • Handle rate change reviews
  • Address claims concerns and questions
  • Assist with billing inquiries and policy transactions
  • Manage our Personal Insurance Review program
  • Assist with quoting personal lines insurance, preparing quotes for the sales team
  • Build relationships with referral partners (mortgage lenders, real estate agents, etc.)
Skills and Traits:
  • Positive and upbeat attitude
  • Strong communication skills
  • Excellent follow-up abilities
  • Ability to prioritize and adapt to changes
  • Efficient work habits
  • Quick to transition between tasks
  • Open to coaching and accountability
  • Fast learner
  • Friendly and approachable
  • Detail-oriented
Qualifications:
  • High School Diploma (required)
  • Associate or Bachelor's Degree (preferred but not required)
  • Property and Casualty Insurance License required within 30 days of hire
  • Life License required within 90 days of hire
Please note that candidates will not officially start in-office until they have obtained their Property and Casualty License. Study materials and one exam fee will be reimbursed upon passing.
Jump-start your career by joining a team that prides itself on providing superior service to its clients. Apply today!

Flexible work from home options available.

Job Summary

JOB TYPE

Full Time

SALARY

$63k-85k (estimate)

POST DATE

05/01/2024

EXPIRATION DATE

05/20/2024

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The following is the career advancement route for Insurance Customer Service Representative positions, which can be used as a reference in future career path planning. As an Insurance Customer Service Representative, it can be promoted into senior positions as a Customer Service Representative III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Insurance Customer Service Representative. You can explore the career advancement for an Insurance Customer Service Representative below and select your interested title to get hiring information.

If you are interested in becoming an Insurance Customer Service Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become an Insurance Customer Service Representative for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Insurance Customer Service Representative job description and responsibilities

An Insurance Customer Service Representative acnowledges and direct customer’s requests for additional products or services to appropriate licensed representatives.

01/17/2022: Norwich, CT

Assist customers with managing insurance inquiries, resolve insurance problems and finalizes policy adjustments.

12/28/2021: Vineland, NJ

Completes customer’s transactional requests as provided by caller.

12/20/2021: Middlesex, NJ

Insurance Customer Service Representative consistently meets or exceeds expectations for departmental standards related to Quality, Service Level, Call Goal, and other KPI's.

02/11/2022: Portland, OR

Document their exchanges with clients, often using customer relationship management software.

12/22/2021: Helena, MT

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Insurance Customer Service Representative jobs

Insurance Customer Service Representative needs a high school education, on-the-job training and several soft skills.

03/08/2022: Portland, OR

An Insurance Customer Service Representative should have a good memory to remember details and data.

03/17/2022: Port Arthur, TX

They must be able to cope with a fast-paced work environment.

02/27/2022: Pierre, SD

Insurance Customer Service Representative should be consistenet in sending mails, newsletters, and other correspondence forms to customers.

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Should have the willingness to provide assistance.

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Step 3: View the best colleges and universities for Insurance Customer Service Representative.

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