Job Description

Don’t wait, take the next step in your career today. Jennie Valdez-Farmers Insurance Agency in VICTORVILLE, California, is looking for a motivated and dynamic individual to join our team as a Full-Time Customer Service Representative. If you have a passion for delivering excellent customer service and enjoy working in a proactive environment and building rapport with others, this is the role for you. No prior experience in Insurance? No problem! This is the perfect opportunity to transfer your experience to break into a new industry. You’ll have the opportunity to grow your knowledge and you’ll benefit from additional avenues for growth and advancement. We will teach you everything you need to know. Are you an Experienced CSR? Incredible! You will benefit from continued training and education as well as career development and advancement opportunities. Continue growing your knowledge with our mentorship and training. You will also have the opportunity for advancement and the option to transition into sales if desired. Apply now to join our team and our commitment to customer satisfaction and success.

Benefits

Responsibilities

Process customer policy change requests.

Secure all Trailing Documents from customers.

Handle all incoming claim calls from customers and follow-up.

Complete Evidence of Insurance requests.

Develop new Financial Services opportunities.

Document each customer contact in eAgent.

Immediately greet all customers, entering the office, in a friendly and helpful manner.

Take premium payments from customers.

Ask each customer for referrals and explain our referral program.

Treat each customer contact as a cross and up-sell opportunity including financial products.

Verify phone numbers, addresses and email addresses with each customer contact and update customer information.

Answer incoming phone calls on the first ring.

Return all phone messages promptly.

Share training and education knowledge and expertise with team members.

Thoroughly understand and follow all underwriting, rating and compliance requirements.

Provide exceptional customer service and support.

Develop and maintain client relationships.

Schedule appointments for sales staff to meet prospective customers.

Work independently and as part of a team.

Participate in regular team meetings and brainstorming sessions.

Handle customer renewals.

Requirements

Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.

Possess an upbeat, positive and enthusiastic attitude.

Proficiency to multi-task, follow-thru and follow-up.

Excellent Communication/interpersonal skills.

Confident, self-starter who works well independently.

Professional phone etiquette.

Excellent Spelling and Grammar skills.

Great Customer Service Skills.

A Property & Casualty insurance license is required.

Bilingual, fluent in both English and Spanish is beneficial.