Insurance - Customer Service Representative

2 months ago

Pleasanton, United States Wallace Wong-Farmers Insurance Full time
Job DescriptionJob Description

Are you looking for an opportunity to put your skills to better use?


Wallace Wong-Farmers Insurance in Pleasanton, California, is looking for a positive, enthusiastic individual to join our outstanding team as a Full-Time Insurance Customer Service Representative. You will be using your professional demeanor, willingness to learn, and excellent communication skills to service new and existing accounts to achieve agency sales goals and service standards. Whether you have experience in the insurance industry or are looking to start down a new career path, this is the place for you.


No Previous Insurance Experience? No problem

If you have proven your customer service and communication skills in another industry and are ready to learn and grow, we can teach you everything you need to know about insurance. We will even pay for you to get your insurance license.

Entry-level applicants will begin with a $35,000 base salary and can earn at least an additional $10,000 in commission during their first year.


Are you a Licensed Insurance Customer Service Representative? Amazing

If you are an experienced and licensed insurance customer service representative looking for a new opportunity, this is the place for you. Experienced applicants start with a $40,000 base salary and top performers earned an additional $20,000+ in commission last year. Your commission earnings are unlimited You will also benefit from additional training and development opportunities, making this the perfect opportunity to transfer your skills to our agency and grow your skills. We know you will be committed to providing the best possible service to our awesome clients.


If you are enthusiastic, willing to learn, and ready to provide an amazing experience for each of your clients, this is the role for you. Apply today


Benefits

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Flexible Schedule

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities


Responsibilities
  • Create insurance quotes.
  • Process customer policy change requests.
  • Secure all Trailing Documents from customers.
  • Handle all incoming claim calls from customers and follow-up.
  • Complete Evidence of Insurance requests.
  • Document each customer contact in CRM.
  • Take premium payments from customers.
  • 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.
  • Thoroughly understand and follow all underwriting, rating and compliance requirements.
  • Maintain knowledge of new products and services.
  • Provide exceptional customer service and support.
  • Be outstanding at relationship building.
  • Develop and maintain client relationships.
  • Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems.
  • Provides on-going support to insurance clients as needed.
  • Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.
  • Handle customer renewals.

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.
  • 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.
  • Must be highly self-motivated.
  • Professional phone etiquette.exceed current and prospective client expectations.
  • Excellent Spelling and Grammar skills.
  • Problem-Solving Capabilities.
  • Works well with other employees and is a team player with a positive attitude.
  • Strong communication skills, both oral and written.
  • Ability to tactfully handle stressful and difficult situations.
  • Bilingual, fluent in both English and Spanish is beneficial.
  • No insurance experience required but must be willing to learn

  • Insurance Sales and Customer Service Representative

    5 days ago

    Pleasanton, California, United States Brandon Mcguire Insurance Agency Full time

    Job OverviewBrandon McGuire Insurance Agency is in search of a dynamic and career-focused individual to enhance our team. As a representative of our agency, you will have the opportunity to foster and cultivate client relationships within the community.Your role will involve promoting a variety of insurance products, including:Automobile InsuranceHomeowners...

  • Customer Service Representative

    3 months ago

    Pleasanton, United States Sun Technologies Full time

    Job Title : Customer Service Representative Required Skills : Responsible for successfully managing large amounts of orders through both inbound and outbound calls Location : Pleasanton,California **Job Description** Customer Service Rep As a healthcare customer service representative, you will be responsible for successfully managing large amounts of orders...

  • Customer Service Representative

    2 months ago

    Pleasanton, United States Check 'n Go Full time

    **Job Description:** **Customer Service Representative Check n Go/Allied Cash Advance** **Overview of Role and Key Accountabilities:** Our Customer Service Associates are at the heart of what we do at Check Go and Allied Cash Advance, both part of the Axcess Financial family of companies. Each day in cities and towns across the country, they are greeting...

  • Customer Care Representative

    6 days ago

    Pleasanton, California, United States Service Champions Heating & Air Conditioning Full time

    Position Overview:Service Champions Heating & Air Conditioning is on the lookout for a dedicated Customer Care Representative to become a vital part of our dynamic Call Center Team. Our team is composed of enthusiastic and innovative individuals committed to providing outstanding customer service every day. As a key player in our call center, you will handle...

  • Insurance sales and Service Rep.

    3 months ago

    Pleasanton, United States Brandon Mcguire Insurance Agency Full time

    Job DescriptionJob DescriptionState Farm Insurance Agent located in Pleasanton, CA is seeking an outgoing, career-oriented professional to join their team. As a State Farm team member for Brandon McGuire - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home, business and...

  • Lead Customer Services Representative, DCSS

    1 month ago

    Pleasanton, United States Alameda County Sheriff Full time

    Work Location Pleasanton **Bilingual Candidates are Highly Encouraged to Apply** : Qualified bilingual persons who speak English, Spanish, Chinese, Vietnamese, Cambodian, Laotian, Korean, Mien, Tagalog, Amharic, Farsi, Dari, Tigrigna, Russian, Romanian, or sign language are especially encouraged to apply. There is an additional biweekly compensation for...

  • Customer Service And Sales Support Representative

    3 weeks ago

    Pleasanton, United States Samra Organization Full time

    Job DescriptionJob DescriptionAre you a customer-oriented individual with a passion for sales and a desire to work from the comfort of your own home? We're seeking a dynamic Customer Service and Sales Support Representative to join our team and help us deliver outstanding service while driving sales and revenue growth. If you're a motivated...

  • Customer Service Sales Representative

    5 days ago

    Pleasanton, California, United States Uniqlo Co., Ltd. Full time

    Compensation: $18.00 / hour Location: Pleasanton, CA Employment Type: Part-Time *The offered salary or salary range is based on several factors, including, but not limited to, overall experience, relevant experience, education level, certifications, applicable skills and expertise, and location of the position. As an Equal Opportunity Employer, UNIQLO USA...

  • Customer Service Representative

    2 days ago

    Pleasanton, United States Smart Solutions Inc Full time

    Description We are seeking enthusiastic individuals who are passionate about delivering exceptional customer service and eager to contribute to our dynamic team. This position offers the opportunity to gain valuable experience in customer service while working in a fast-paced and collaborative environment. Responsibilities: Provide friendly and professional...

  • Customer Service Representative

    3 days ago

    Pleasanton, United States Aston Carter Full time

    Job Title: Sales Order Administrator Located in Pleasanton (Hybrid) MUST HAVE EXPERIENCE PROCESSING INVOICES, PURCHASE ORDERS, OR TICKETS Job Description Global boitech company is seeking a dedicated Sales Order Administrator to join the Customer Service department! Responsibilities Review open cases in Salesforce daily to process customer sales...

  • Service Technician

    3 months ago

    Pleasanton, United States Hobart Service Full time

    Job DescriptionJob DescriptionCompany DescriptionHobart Service, an Illinois Tool Works Company, has been in business for over 125 years and is the trusted source for Commercial Food Equipment Service Solutions.  We have over 1,700 associates nationwide who serve as valued partners to our customers.  Our employees are dedicated to providing the best...

  • Patient Service Representative

    2 weeks ago

    Pleasanton, United States NorCal Imaging Centers Full time

    Job Description: Artificial Intelligence; Advanced Technology; The very best in patient care. With decades of expertise, we are Leading Radiology Forward. With dynamic cross-training and advancement opportunities in a team-focused environment, the core of our success is its people with the commitment to a better healthcare experience. When you join us as a...

  • Community Service Representative

    3 months ago

    Pleasanton, United States P2P Transformation Center Full time

    Job DescriptionJob DescriptionP2P Transformation Center is seeking Community Service Representatives to serve all locations. It is our passionate mission to dazzle the community of which we serve with genuine care, enthusiasm and integrity. We strive to create a fun fitness experience that is both progressive and challenging while producing killer results....

  • Service Technician II

    3 months ago

    Pleasanton, United States Hobart Service Full time

    Job DescriptionJob DescriptionCompany DescriptionHobart Service, an Illinois Tool Works Company, has been in business for over 125 years and is the trusted source for Commercial Food Equipment Service Solutions.  We have over 1,700 associates nationwide who serve as valued partners to our customers.  Our employees are dedicated to providing the best...

  • Service Technician II

    3 months ago

    Pleasanton, United States Hobart Service Full time

    Job DescriptionJob DescriptionCompany DescriptionHobart Service, an Illinois Tool Works Company, has been in business for over 125 years and is the trusted source for Commercial Food Equipment Service Solutions.  We have over 1,700 associates nationwide who serve as valued partners to our customers.  Our employees are dedicated to providing the best...

  • Senior Customer Service Lead

    5 days ago

    Pleasanton, California, United States Alameda County Sheriff Full time

    Position OverviewThe Alameda County Sheriff’s Office is seeking a dedicated and experienced Senior Customer Service Lead to oversee and enhance our customer service operations. This role is pivotal in ensuring effective communication and support for our community.Key ResponsibilitiesProvide leadership and direction to customer service representatives in a...

  • Guest Services Representative

    20 hours ago

    Pleasanton, California, United States Hyatt House Pleasanton Full time

    Position OverviewAre you enthusiastic about providing exceptional service and creating memorable experiences for guests? If so, the role of Guest Services Representative may be the perfect opportunity for you. In this position, you will be responsible for welcoming visitors, managing their account details, and ensuring they have all they need for a...

  • Customer Care Representative-INR Devices

    2 weeks ago

    Pleasanton, United States Philips Full time

    Job Title Customer Care Representative-INR Devices Job Description Customer Care Representative-INR Device Program- (Pleasanton, CA) The INR (International Normalized Ratio) Customer Care Representative assists patients throughout the Remote INR Testing Program. Representatives in this role receive and record test results from patients via inbound phone...

  • Client Service Representative III

    3 months ago

    Pleasanton, United States United Business Bank Full time

    Job Details Level Experienced Job Location Pleasanton 7 - Pleasanton, CA Position Type Full Time   Salary Range $22.00 - $24.00 Hourly Description Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have...

  • Customer Care Representative-INR Devices

    2 weeks ago

    Pleasanton, California, United States Philips Full time

    Job TitleCustomer Care Representative-INR DevicesJob DescriptionCustomer Care Representative-INR Device Program- (Pleasanton, CA)The INR (International Normalized Ratio) Customer Care Representative assists patients throughout the Remote INR Testing Program. Representatives in this role receive and record test results from patients via inbound phone calls,...