Financial Service Career with Top-rated Carriers

1 month ago


Tempe, United States Farmers Insurance North Phoenix Full time
Job DescriptionJob Description

Customer Service and Sales Representatives work to maximize positive customer experiences by responding to customer inquiries or complaints regarding the company's products or services. They will communicate with internal and external customers about basic underwriting guidelines, policies, and marketing initiatives to service customer accounts. Additionally, Customer Service and Sales Representatives will analyze, clarify, and resolve policy and account-related questions. The position of the Customer Service and Sales Representative offers not only the opportunity for retention but agency growth through the expansion of a household by means of cross-selling multiple lines.


Benefits

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Mon-Fri Schedule

Hands on Training

Evenings Off


Responsibilities

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

Solicit, sell and negotiate new business policies

Review renewal business and identify appropriate follow-up action based on degree of change

Cross-sell/up-sell products to existing customers

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

Assist with the annual review process by contacting customers and preparing personalized customer coverage recommendations based on customers' needs

Perform risk analysis and underwriting

Client/Claims liaison

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

Monitor calling activity and production for agency marketers

Implement/adhere to company and Agency guidelines

General customer service duties as presented

Performs other duties as assigned


Requirements

Required: Arizona Insurance License for Property & Casualty, Life, Accident and Health

Business Results: Able to meet individual 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

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.



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