Customer Service Representative

2 days ago

Cypress, Texas, United States Erlynne Rivera-Nansteel-Farmers Insurance Agency Full time
Job Description

We are seeking a skilled Customer Service Representative to join our team at Erlynne Rivera-Nansteel-Farmers Insurance Agency. As a key member of our team, you will be responsible for providing exceptional customer service to our clients, handling policy change requests, and ensuring that all customer inquiries are addressed promptly and professionally.


Responsibilities
  • Process customer policy change requests.
  • Complete Evidence of Insurance requests.
  • Document each customer contact in eAgent.
  • 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.
  • Prospecting and generating new business through leads & referral sources.
  • Generating insurance quotes.
  • Provide exceptional customer service.
  • Be outstanding at relationship building.
  • Maintain client relationships with follow up phone calls.
  • Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems.
  • Foster strong relationships with our customers to maintain a high level of client retention and product loyalty.
  • Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.
  • Assess and identify the wants and needs of your customer(s) over the phone
  • Educate clients on the insurance policies that best suit their needs
  • Provide policies to new clients and explain benefits/risks of the policy

Requirements
  • Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
  • Possess an upbeat, positive and enthusiastic attitude.
  • 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.
  • Professional phone etiquette.
  • Career minded vision.
  • Great Customer Service Skills.
  • Problem-Solving Capabilities.
  • Works well with other employees and is a team player with a positive attitude.
  • Property & Casualty insurance license is required.
  • Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.
  • Strong work ethic and leadership skills.
  • Strong communication skills, both oral and written.
  • Driven and goal-oriented individual.
  • Ability to tactfully handle stressful and difficult situations.
  • Be capable of handling customer rejection.

Bilingual, fluent in both English and Spanish is beneficial.

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