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Insurance Customer Service Representative

2 months ago


Sunnyvale, United States Farmers Insurance & Financial Solutions Full time

We are currently hiring for a Customer Service Representative at a high-performing Farmers Insurance Agency. This role is full-time and offers a competitive salary, bonus opportunities, and more.

As a Customer Service Representative, you will be working directly with existing clients to offer a world-class customer experience for all of their insurance needs such as answering questions about coverage, vehicle changes, billing, and documents. With the support of the Insurance Agent, you will advise clients on how to be well-protected by recommending the proper insurance products. This role will include some sales as you will learn how to cross-sell and upsell to existing policyholders in the agency.

**Responsibilities**:

- Be a point of contact for existing policyholders by informing clients of upcoming policy changes, premium changes, and/or policy updates.
- Utilize insurance knowledge to identify, educate, and provide advice to clients based on their insurance needs.
- Identify and evaluate clients’ unique insurance needs to generate quotes and implement policy changes with the assistance of the Insurance Agent.
- Build and maintain solid relationships with clients to help retain existing policyholders.
- Network and build new connections to promote growth in the Insurance Agency.
- Attend training and continuing education programs to stay current on industry trends, Farmers Insurance products, and best practices.

**Desired Qualifications**:

- Previous experience working in an insurance agency or insurance sales (1 year or more preferred).
- Professional working proficiency in Spanish is a plus.
- Experience working within a customer-focused and problem-solving environment is strongly preferred.
- Excellent customer service and communication skills (written and verbal).
- Detailed-oriented, team player, and coachable.
- Confident and self-starter that works well independently and with a team.
- Well-organized and highly detailed.
- Must be willing to obtain Property & Casualty and Life, Accident, and Health license.

**Benefits**:

- Competitive base pay _plus_ commission
- Paid holidays
- Paid vacation day
- Opportunity to work a hybrid schedule (once fully trained)
- Exceptional training and support from our highly skilled Insurance Agency owner and District Management team
- Access to award-winning University of Farmers courses and training from our District Management team.
- Opportunities for career advancement and room for professional growth such as the opportunity to grow into an Insurance Agency owner.

**Job Types**: Full-time, Permanent

Pay: From $23.00 per hour

**Benefits**:

- Flexible schedule
- Paid time off

Supplemental pay types:

- Bonus opportunities
- Commission pay

Weekly day range:

- Monday to Friday
- No weekends

Work setting:

- In-person
- Office

**Experience**:

- Customer service: 3 years (required)

License/Certification:

- Property & Casualty License (required)

Work Location: In person


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