Commercial Insurance Customer Service Representative

1 month ago

Santa Ana, United States Hector Gonzalez- Farmers Insurance Agency Full time
Job DescriptionJob Description

If you have experience in the insurance industry, Hector Gonzalez- Farmers Insurance Agency invites you to apply for this position. We challenge you to strive to meet your potential and are looking for someone who has the ambition to thrive. We are a successful insurance agency that is looking to expand their insurance sales team. If you are an energetic professional interested in helping our business grow through outstanding customer experience and insurance sales-driven conversation, then apply today.


Benefits

Annual Base Salary Based on Experience

Mon-Fri Schedule

Career Growth Opportunities

Hands on Training

Flexible Schedule


Responsibilities
  • Meet new business production goals and objectives as established.
  • Develop insurancequotes, makes sales presentations, and closes sales.
  • Developongoing networking relationships with Real Estate Agents, Mortgage Lenders, Title Companies, Auto Dealers, etc.
  • Process customer policy change requests.
  • Secure all Trailing Documents from customers.
  • Handle all incoming claim calls from customers.
  • Complete Evidence of Insurance requests.
  • Document each customer contact in eAgent.
  • Immediately greet all customers, entering the office, in a friendly and helpful manner.
  • Take premium payments from customers.
  • 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.
  • Maintain knowledge of new products.
  • Prospecting and generating new businessthrough leads & referral sources.
  • Generating insurance quotes.
  • Provideexceptional customer service.
  • Be outstanding at relationship building.
  • Maintain client relationships with follow up phone calls.
  • Foster strong relationships with our customers to maintain a high level of client retention and product loyalty.
  • Grow sales revenue by utilizing phone, email and potential client lists.
  • Provides on-going support to insurance clients as needed.
  • Stay up-to-date on industry market trends and best practices
  • Assess and identify the wants and needs of your customer(s) over the phone
  • Educate clients on the insurance policies that best suit their needs
  • Provide policies to new clients and explain benefits/risks of the policy

Requirements
  • Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
  • Possess an upbeat, positive and enthusiastic attitude.
  • Be a great self-starter with a sense of urgency.
  • Create relationships from a cold start.
  • Proficiency to multi-task, follow-thru and follow-up.
  • Excellent Communication/interpersonal skills.
  • Confident, self-starter who works well independently.
  • Must have ability to multi-task.
  • A Property & Casualty license is preferred but will train good individual.
  • Prior Sales Experience.
  • Must be highly self-motivated.
  • Career minded vision.
  • Follow through and exceed current and prospective client expectations.
  • Great Customer Service Skills.
  • Problem-Solving Capabilities.
  • Works well with other employees and is a team player with a positive attitude.
  • Display leadership competencies, including ability to delegate, engage, and inspire others.
  • Strong work ethic and leadership skills.
  • Strong communication skills, both oral and written.
  • Driven and goal-oriented individual.
  • Ability to tactfully handle stressful and difficult situations.
  • Be capable of handling customer rejection.
  • Previous work experience in sales, marketing, promotions or telemarketing.
  • Knowledge of sales and marketing principles and strategies.

Bilingual, fluent in both English and Spanish.

  • Interested in a sales career, sales experience preferred
  • No insurance experience required but must be willing to learn

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