What are the responsibilities and job description for the Customer Sales and Service Representative position at Charles Skipper- Farmers Insurance Agency?
Job Description
A Farmers Insurance Customer Sales and Service Representative provides customer support by answering inquiries, resolving issues, and managing accounts, while also generating sales by providing quotes, cross-selling products, and asking for referrals. Key responsibilities include handling a variety of customer interactions via phone and email, documenting records, maintaining product knowledge, and meeting sales goals while working in conjunction with Agency Producers.
Benefits
Paid Time Off (PTO)
Dental Insurance
Vision Insurance
Life Insurance
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities
Responsibilities
- Meet new business production goals and objectives as established.
- Develop insurance quotes, make sales presentations, and close sales.
- Develop ongoing networking relationships with Real Estate Agents, Mortgage Lenders, Title Companies, Auto Dealers, etc.
- Process customer policy change requests.
- Secure all Trailing Documents from customers.
- Complete Evidence of Insurance requests.
- Develop new Financial Services opportunities.
- Take premium payments from customers.
- Thoroughly understand and follow all underwriting, rating and compliance requirements.
- Maintain knowledge of new products and services.
- Prospecting and generating new business through leads & referral sources.
- Provide exceptional customer service and support.
- Develop and maintain client relationships.
- Working in conjuction with Agency Producers
Requirements
- Possess an upbeat, positive and enthusiastic attitude.
- Be a great self-starter with a sense of urgency.
- Proficiency to multi-task, follow-thru and follow-up.
- Exceptional Business Writing and Editing Skills.
- Problem-Solving Capabilities.
- Works well with other employees and is a team player with a positive attitude.
- A Property & Casualty insurance license is required.
- A Life & Health Insurance license is required.
- Strong work ethic and leadership skills.
Salary : $20,800 - $75,000