Customer Service Representative for Personal Insurance

2 weeks ago


Fullerton, California, United States Allco Fullerton Insurance Full time
About Us

We are a team of people helping people. Our independent insurance business is based on the relationships we build within our Team, our clients, potential clients, our community and the companies we work with. As an independent insurance agency, we work for our clients, not one insurance company.

We are looking for a detail-oriented and customer-focused individual to join our team as a Customer Service Representative for Personal Insurance. The successful candidate will be responsible for establishing working relationships with clients, potential clients, and companies we represent on the phone, email, and on paper.

Job Responsibilities

· Establish working relationships with clients, potential clients, and companies we represent on the phone, email, and on paper.

· Supporting teammates with follow up for clients and prospects.

· Research and resolve coverage questions.

· Promptly respond to client needs either on the phone or electronically.

· Maintain client files and process routine correspondence between our agency and the client or company… both paper records and on our many different software programs.

· Cultivate new opportunities and offer additional lines of insurance through consultative selling.

· Assist with other office duties as they arise and are needed.

Professional and Personal Skills

· Proficient with Microsoft Word, Excel, Outlook, and a calculator.

· Type quickly and accurately.

· Excellent communication skills both verbal and written.

· Organized, structured, punctual, and will follow the rules.

· Patient, respectful, reliable, trustworthy, friendly, supportive, articulate, kind, ethical, and honest.

Wages and Compensation

We offer competitive wages, depending on experience and if you already have a license, bonuses for performance and other benefits are available as well.

Experience Requirements

· Property & Casualty license preferred (required within the first 60 days of employment).

· We will train and educate the successful candidate. However, having previous experience working within the insurance industry is a bonus.



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