Insurance Service Representative/CSR Assistant

4 weeks ago


Covina, United States Maria Del Pilar Basler-Farmers Insurance Agency Full time
Job DescriptionJob Description

We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter then this is your opportunity for a rewarding career with excellent income and growth potential. You must be a fast learner and be great at problem solving.

You will be asked to get Licensed in Property and Casualty and Life and Health for growth potential. ( Not needed to start, but will be required)



Benefits

Hourly Base Salary + Commission + Bonus Opportunities

Mon-Fri Schedule

Career Growth Opportunities

Hands on Training


Responsibilities

We require our assistants to maintain a professional and positive attitude. You will be making outgoing calls and receive inbound calls from potential clients and then assist those prospects in completing the insurance buying process. You must have the ability to multi-task. Some duties include making follow up calls and sending emails to leads. Must have reliable transportation.

Call client for:

  • Social Media Platforms
  • Scanning
  • Cancellation
  • Renewal retention billing
  • Quoting
  • Providing Bundles
  • Farmers Friendly Review
  • Appointment Set up
  • Network
  • Answer calls
  • Building Strong Relationships with partners
  • Strong communication skills
  • Must be speak SPANISH AND ENGLISH FLUENTLY
  • Show organization skills
  • Assist with insurance claims
  • Must be able to communicate and find opportunities for new business
  • Must be able to transition a warm or cold conversation to a new product opportunity.

Requirements
  • P & C license required, but not needed to start working.
  • Excellent oral, written, and interpersonal communication skills.
  • Thoroughly knowledgeable about Office 365- Microsoft
  • Communicate professionally with internal and external customers
  • Strong organizational and time management skills.
  • Shows initiative, exhibits a can do attitude, and collaborates effectively within our team environment.
    Other duties as assigned

Must speak SPANISH AND ENGLISH FLUENTLY



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