13 Insurance Customer Service Representative Jobs in Victorville, CA
Stewart's United Agencies Insurance is Hiring an Insurance Customer Service Representative Near Victorville, CA
Job Description
Mission of the Personal Lines Account Manager
To serve and grow the book of clients assigned to you by providing extraordinary service, educating the customer, identifying revenue growth opportunities, and generating referrals. Account Leaders focus on growth within their current book of business while also backing up their co-workers.
Salary Range: $16.00 - $19.00 per hour
Benefits
$16 - $20 Hourly Pay
Up to $300 per month fuel card
Up to 4% 401k match per monthly contribution after 180 days. *
$200 annual life insurance reimbursement benefit after 180 days. *
50% commission on your insurance policies sold out of this office. Immediate family only.
14 Paid PTO days, 6 sick days, 8 Paid Holidays (NY, Memorial Day, July 4th, Labor Day, Thanksgiving 1, and Christmas 1. Total of 28 paid days off per year.Responsibilities
Desired Outcomes of this Role
- Maintain a retention rate of 92% on your book of business
- Proactively reach out to clients
- Conduct ongoing account reviews for your designated portion of the business
- Work efficiently and effectively with clients on their policies
- Call 15 pending cancellation clients per day
- Effective account rounding
- Generate referrals for personal lines and other departments
- Educate the clients about the benefits of having our agency as their agency
- Proactively call canceled business to try to win them back 5 working days
- Generate additional revenue on the book of business
- Review accounts when clients call in and work to improve coverage both through endorsements and coverage increases
- Identify account rounding opportunities and proactively pursue them
- Identify coverages that clients have with other agents
- Generate demand for coverages the client didnt know they needed (i.e. umbrella)
- Conduct account reviews
- Complete 100% of account reviews assigned to you each week. This includes reviewing potential discounts and coverage gaps
- Contact the client for a formal review that improves the client relationship, generates opportunity and reduces remarketing
- Follow agency remarketing guidelines
- Provide outstanding inbound service on claims, billing questions and endorsements
- Work to manage clients expectations
- Follow up via phone or email with clients
- Use every opportunity to confirm and update client contact information
- Educate clients on the benefits of using our agency
- Service Personal Lines accounts in a manner so as to eliminate gaps in coverage, thus reducing E&O exposures
- Document the management system
- Follow agency service standards on follow up and follow through
- Positive attitude and efficient work ethic
- Work to increase and improve efficiency daily. This includes always finding ways to streamline processes, using technology tools to the fullest and limiting general distractions
- Possess and maintain a positive mental attitude, including positive working relationships with clients and agency personnel
- Conduct audits on new business files
- Work with the producers to check their new business files for accuracy
- Send any onboarding materials to clients post-sale
- Update any missed new business items
- Sell new business for the agency
- Take new business opportunities and quote them either on the phone or book an appointment with the person to review quotes no more than 48 hours later
- Follow the agency sales process
- Follow up according to the sales process
- Hold the target agency closing ratio
- Work to support the marketing and branding team in the following ways:
- Suggest email and social media topics to the marketing department
- Share agency social media posts, 2 per month
- Participate in pictures and agency branding opportunities when invited
- Agency wide culture efforts
a. Office decor suggestions for holidays and other occasions
b. Coordinate office lunches monthly
c. Fuel card facilitator
d. Office supplies point of contact
Values
Address difficult issues professionally and quickly
Be on time and strive for excellent attendance
Be relentlessly positive with the team and see their potential when they cannot
Constantly adopting change
Be driven to achieve the agencys goals
Requirements- MUST HAVE A CALIFORNIA PROPERTY & CASUALTY INSURANCE LICENSE - Please do NOT apply if you do not.
- Ability to work Monday - Friday (no weekends)
- Periodically attend office events.
- Preferred but not required English/Spanish bilingual
Job Summary
Full Time
$66k-88k (estimate)
06/14/2023
05/04/2024
The job skills required for Insurance Customer Service Representative include Problem Solving, Customer Contact, etc. Having related job skills and expertise will give you an advantage when applying to be an Insurance Customer Service Representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Insurance Customer Service Representative. Select any job title you are interested in and start to search job requirements.
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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