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Customer Service Representative for Insurance Agency

2 months 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 thrive in a dynamic environment where your contributions matter?

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

At Michael Clinkenbeard-Farmers Insurance Agency, we pride ourselves on our commitment to exceptional service. We are currently in search of a meticulous and organized Insurance Customer Service Representative to enhance our operations. In this pivotal role, you will support our agents and facilitate the efficient functioning of our office.

Your responsibilities will encompass a variety of customer service functions, such as managing incoming calls, coordinating appointments, monitoring reports to ensure compliance with deadlines, collaborating with clients to gather necessary documentation, and nurturing client relationships. You will work closely with account managers to assist in achieving their objectives and to promote a well-organized office environment.

The ideal candidate is highly driven, customer-oriented, and possesses outstanding organizational and communication skills. If you are seeking a fulfilling opportunity to contribute to a successful insurance agency while working in a supportive and friendly atmosphere, we encourage you to consider this position.


What We Offer

Competitive Hourly Salary with Bonus Potential

Comprehensive Health Insurance

Vision and Dental Coverage

Hands-on Training Programs

Regular Monday to Friday Schedule

Opportunities for Career Advancement

Tuition Reimbursement Options


Key Responsibilities
  • Professionally manage incoming calls and direct them to the appropriate personnel
  • Welcome clients and visitors, ensuring a positive experience
  • Communicate with clients through email correspondence
  • Assist clients in gathering necessary documentation within specified timeframes
  • Process insurance certificates efficiently
  • Send timely reminders to clients regarding payments
  • Support the management of deadlines
  • Address basic customer inquiries while delivering exceptional service
  • Maintain and update client records as required

Qualifications
  • Property and Casualty license must be obtained within 60 days of employment.
  • High school diploma or equivalent required
  • Prior experience in customer service, preferably 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