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Customer Service Representative

2 months ago

Fullerton, California, United States Allco Fullerton Insurance Agency Full time
About the Role

We are seeking a highly skilled and customer-focused individual to join our team as a Customer Service Representative at Allco Fullerton Insurance Agency. As a key member of our team, you will be responsible for delivering exceptional customer service to our policyholders, ensuring their needs are met and exceeded.

Key Responsibilities
  • Client Relationship Management: Establish and maintain strong relationships with clients, potential clients, and companies we represent, providing personalized support and guidance.
  • Policy Support: Research and resolve coverage questions, provide accurate policy information, and make modifications to consumer policies as needed.
  • Communication and Correspondence: Promptly respond to client needs, either in-person or electronically, and maintain accurate records of client interactions.
  • Business Development: Cultivate new opportunities and offer additional lines of insurance through consultative selling, ensuring a comprehensive understanding of our products and services.
  • Administrative Support: Assist with office duties, including data entry, filing, and other tasks as needed.
Requirements
  • Language Proficiency: Fluency in Spanish, written and spoken.
  • Location: Must live within driving distance of our office location in Fullerton, CA, and have reliable transportation.
  • Technical Skills: Proficient in Microsoft Word, Excel, Outlook, and a calculator, with basic knowledge of customer database systems.
  • Education: High school diploma or GED equivalent required.
  • Insurance Knowledge: A general understanding of insurance policies and schedules is preferred.
  • Soft Skills: Excellent communication, interpersonal, and active listening skills, with a patient, respectful, and reliable approach.
Preferred Qualifications
  • Property and Casualty License: Preferred, but not required (must be obtained within the first 60 days of employment).
  • Insurance Industry Experience: Previous experience working in the insurance industry is a bonus.