Customer Experience Representative

7 days ago


Vallejo, California, United States Daniel Fraser - District Office Full time

About Daniel Fraser - District Office

We are a dynamic and innovative insurance agency dedicated to providing exceptional service to our clients. Our team is passionate about building long-term relationships with our clients based on trust, respect, and expertise.

We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Sales Representative. This role requires strong communication skills, a sales-oriented mindset, and a passion for helping others.


Job Summary

This is a full-time position that offers a competitive annual base salary of $55,000 - $65,000, depending on experience. The successful candidate will be responsible for providing exceptional customer service, identifying client needs, recommending insurance products, and building strong relationships with clients.


Key Responsibilities
  • Customer Service: Provide outstanding customer service by responding to client inquiries, addressing concerns, and resolving issues promptly and professionally.
  • Sales: Identify client needs and recommend appropriate insurance products and services. Assist clients in understanding policy options and coverage details.
  • Quoting and Applications: Prepare and present insurance quotes, process new applications, and assist with policy renewals and modifications.

Requirements
  • Customer Service Experience: Previous experience in customer service or a related field is preferred.
  • Communication Skills: Excellent verbal and written communication skills to effectively interact with customers.
  • Empathy and Patience: Ability to listen attentively to customer concerns and demonstrate empathy and patience in resolving issues.
  • Organizational Skills: Strong organizational skills to manage multiple tasks and prioritize work effectively.
  • Property & Casualty license: Required or willingness to obtain.

What We Offer
  • Competitive Salary: Annual base salary $55,000 - $65,000.
  • Comprehensive Benefits: Competitive benefits package including health insurance, paid time off, and retirement plan.
  • Opportunities for Growth: Opportunities for professional growth and development within the company.


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