Customer Service Agent

4 weeks ago


Roseville, United States Acrisure LLC Full time

**Acrisure LLC**

**Customer Service Agent (Woodcreek Insurance Services)**

**Woodcreek Insurance Services - Roseville, CA - Full Time**

**Woodcreek Insurance Services** is a full-service independent insurance Agency with access to hundreds of Auto, Home, and Commercial insurance programs. The companies they have access to are built on strength, security, and solutions with superior ratings for their claims paying ability and financial strength. Woodcreek Insurance offers all types of Personal Insurance coverages to their clients in California including Auto Insurance, Homeowners Insurance, Motorcycle Insurance, Boat & Watercraft, and Flood Insurance. Woodcreek Insurance Services, an **Acrisure** agency partner, has a current need for a full-time **Customer Service Agent**. This individual will be responsible for selling, soliciting, servicing, differentiating, and negotiating insurance plans that match the prospects needs. The goal is to build up strong positive relationships, to ensure growth attainment and increase the firms reputation. * Prospect, quote, and sell new business policies to incoming prospects

* Cross-sell existing customers to round out accounts

* Service existing customers ongoing needs

* Evaluate business or individual customers needs and financial status and propose protection plans that meet their criteria

* Maintain bookkeeping systems, database, and records

* Constantly update job knowledge and learn about new products and services

* Fulfill all policy requirements

**Competencies:** * High school diploma or the recognized equivalent, required

* Must have active California P&C License, or willing to obtain upon hire, required

* Must be computer proficient and able to work in a paperless environment, required

* Proven working experience as an insurance agent, preferred

* Familiarity with all types of Personal and Commercial insurance plans

* Bilingual (Spanish), required

* Strong multi-tasking ability

* Proven ability to work with goals

* Demonstrated ability to communicate, present, influence, and sell effectively

* Experience in delivering client-focused solutions in creating long-lasting relationships



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