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Customer Service and Sales Rep I

3 months ago


Eugene, United States Andrew Core Insurance Agency LLC Farmers Insurance Full time
Job DescriptionJob Description

We are looking for a Customer Service and Sales Rep to join our successful insurance and financial services agency. We have a proven formula that includes extensive training and the tools you need to succeed. We need a new team member that can contribute to our quickly growing agency while providing exceptional client care. If you are an upbeat, friendly person and are looking for an exciting job with limitless growth, please read on

Physical Environment:

Required job duties are normally performed in a climate-controlled office environment.


Note: This position may require having the flexibility to work nonstandard hours/shifts and having the ability to adhere to a structured schedule.



Benefits

Hourly Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Flexible Schedule

Health Insurance

Hands on Training

Mon-Fri Schedule

Tuition Reimbursement

Career Growth Opportunities

Evenings Off

Retirement Plan


Responsibilities

Job duties include (but are not limited to):

Become licensed in Insurance

Determine customer requirements and expectations in order to help the customer identify specific

products and solutions

Review renewal business and set Review Appointments

Recommend appointments to discuss product needs to existing customers

Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken

Client/Claims liaison

Refer unresolved customer grievances or complex customer interactions to senior team member

Implement/adhere to company and Agency guidelines

General customer service and office duties as presented such as filing, answering the phone, and taking payments

Performs other duties as assigned


Requirements

Core competencies

Bilingual Highly Desired

Business Results : Able to meet team performance metrics and goals.

Multi-tasking : Able to successfully juggle multiple priorities at any given time.

Attention to Detail : Maintain accurate and descriptive accounts of all customer interactions in online dashboard.

Communication : Possess outstanding written and verbal communication skills.

Job Knowledge : Understand basic product, billing, underwriting, and processing guidelines.

Teamwork : Accept feedback when offered and work well with others.

Problem solving : Able to research and identify timely solutions to customer-related problems.