Customer Service Insurance Representative
5 days ago
We are seeking a highly motivated and enthusiastic customer service professional to join our team at Wallace Wong-Farmers Insurance in Pleasanton, California. As a Full-Time Insurance Customer Service Representative, you will play a crucial role in providing exceptional service to our clients, answering their queries, and helping them achieve their insurance goals.
Compensation and Benefits
The base salary for this position is $35,000 per year, with opportunities for commission earnings. Our company offers a comprehensive benefits package, including paid time off (PTO), flexible scheduling, and career growth opportunities. We also provide hands-on training to help you excel in your role.
Responsibilities
- Create insurance quotes to meet client needs.
- Process customer policy change requests promptly.
- Secure all necessary documents from customers.
- Handle incoming claim calls and follow up on customer inquiries.
- Complete Evidence of Insurance requests accurately.
- Document each customer contact in our CRM system.
- Take premium payments from customers efficiently.
- Verify phone numbers, addresses, and email addresses with each customer contact and update customer information.
- Answer incoming phone calls on the first ring and return messages promptly.
- Maintain knowledge of new products and services.
- Provide exceptional customer service and support.
- Develop and maintain client relationships through outstanding communication skills.
Requirements
- Possess a genuine willingness to learn and grow with our company.
- Show an upbeat, positive, and enthusiastic attitude towards customer service.
- Be a great self-starter with a sense of urgency to meet client needs.
- Proficiency in multi-tasking, follow-through, and follow-up.
- Excellent communication and interpersonal skills to interact with clients effectively.
- Must be highly self-motivated and able to work independently.
- Ability to multitask and handle stressful situations professionally.
- Bilingual fluency in English and Spanish is beneficial but not required.
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