Customer Service Representative for Insurance

2 weeks ago


Santee, California, United States Michael Clinkenbeard-Farmers Insurance Agency Full time
Job Overview

Are you known for your reliability and positive demeanor? Do you take pride in delivering exceptional service?

We are looking for a dedicated individual to be part of our esteemed team.

At Michael Clinkenbeard-Farmers Insurance Agency, we are in search of a meticulous and organized Insurance Customer Service Representative. This role is crucial in providing support to our agents and ensuring the efficient functioning of our office.

As an Insurance Customer Service Representative, your responsibilities will encompass a variety of customer service functions, such as handling incoming calls, coordinating appointments, monitoring reports to meet deadlines, assisting clients in gathering necessary documentation, and nurturing client relationships. You will collaborate closely with account managers on various tasks to help them achieve their objectives and to facilitate smooth office operations.

The ideal candidate will be highly driven, customer-oriented, and possess excellent organizational and communication skills. If you are seeking a fulfilling opportunity to make a significant impact in a successful insurance agency while working in a supportive and friendly environment, we encourage you to consider this position.


Benefits

Competitive Hourly Salary with Bonus Potential

Comprehensive Health Coverage

Vision and Dental Insurance

Hands-on Training Provided

Monday to Friday Work Schedule

Opportunities for Career Advancement

Tuition Assistance Program


Key Responsibilities
  • Answer incoming calls in a friendly and professional manner, directing them to the appropriate team members as necessary
  • Welcome clients and visitors, ensuring they feel valued and attended to
  • Communicate with clients through email correspondence
  • Assist clients in obtaining required documentation within specified deadlines
  • Process insurance certificates efficiently
  • Send friendly payment reminders to clients
  • Help manage and adhere to deadlines
  • Address basic customer inquiries while providing outstanding service
  • Maintain and update client records as needed

Qualifications
  • Property and Casualty license must be obtained within 60 days of employment.
  • High school diploma or equivalent required
  • Prior experience in customer service is preferred, especially in an office setting
  • Exceptional organizational skills and attention to detail
  • Strong written and verbal communication skills
  • Proficient in Microsoft Office Suite
  • Able to take direction from multiple supervisors
  • Dependable and punctual


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