Customer Service Representative

2 months ago

Walnut Creek, United States KEVIN HENNESSY-Farmers Insurance Agency Full time
Job DescriptionJob Description

Come grow with us We are proactively looking for a motivated and goal oriented individual with an entrepreneurial spirit to continue to build our business. You will be responsible for being the first point of contact within the agency by answering the phone and providing great customer service. This is a full-time position that pays a competitive hourly wage. Obtaining your insurance license within the first 6 months will be required. Room for growth within the agency and uncapped earning potential, for those looking for a great career. All who apply will automatically be emailed a link to an online assessment. You must complete the assessment to be considered.


Benefits

Hourly Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Flexible Schedule

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Evenings Off

Health Insurance


Responsibilities

As the Customer Service Representative, you will be working directly with the office manager to build strong relationships with existing clients and manage all contact information for the agency. Your day-to-day responsibilities will include:

  • Provides great customer service to assigned policyholders.
  • Aids in preparing annual review appointments for Agent.
  • Reviews cancellation and renewal lists on a weekly basis to ensure a high level of retention and profitability. Makes calls, emails and sends letter when appropriate on cancellations and renewal changes.
  • Sets up a minimum of 8 appointments per week between new and existing clients.
  • Keeps policy and database information up to date.
  • Coordinates thank you/welcome letter for new households.
  • Processes customer payments and understands Farmers billing systems.
  • Manages accord forms for personal and business customers.

Requirements

As a Customer Service Representative, you will need to demonstrate a willingness to learn, be intuitive and resourceful. Qualifications include:

  • Excellent follow-up and multi-tasking skills
  • Self starter with a strong sense of urgency and initiative to get things done
  • Being an ambitious individual motivated by opportunity for advancement
  • Excellent written and verbal communication skills
  • Demonstrate ability to build strong relationships from a cold' start.
  • Prior insurance experience preferred, but not required.
  • High school diploma or GED is required, Bachelor's degree preferred.
  • A Property & Casualty license is preferred but will train good individual.
  • Career minded applicants desired.

Development and Advancement Opportunities

This position provides the opportunity to advance within the agency and is the entry point into the insurance industry. Based on your level of interest in the different areas of the agency, growth potential is limitless. Through your employment you will learn both how insurance works as well as how a small business operates. Over time, your knowledge around insurance will grow and allow you to try new areas within the agency or start your own.

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