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Insurance Sales and Customer Support Specialist

2 months ago

Tempe, Arizona, United States Farmers Insurance North Phoenix Full time

Position Overview
As an Insurance Sales and Customer Support Specialist, you will play a vital role in enhancing customer satisfaction by addressing inquiries and resolving issues related to our insurance products and services. Your primary responsibility will be to engage with both internal and external clients, providing insights into underwriting standards, policy details, and marketing strategies to effectively manage customer accounts.


Key Benefits

Competitive Base Salary with Commission and Bonus Potential

Generous Paid Time Off (PTO)

Comprehensive Health Insurance Coverage

Standard Monday to Friday Work Schedule

Hands-on Training Provided


Core Responsibilities
  • Assess customer needs and expectations to guide them in selecting appropriate insurance products and solutions.
  • Proactively solicit, negotiate, and secure new business policies.
  • Evaluate renewal accounts and determine necessary follow-up actions based on changes.
  • Cross-sell and up-sell additional products to existing clientele.
  • Maintain detailed records of customer interactions, inquiries, complaints, and resolutions.
  • Assist in the annual review process by reaching out to clients and preparing tailored coverage recommendations.
  • Conduct risk assessments and underwriting evaluations.
  • Act as a liaison for clients and claims.
  • Escalate unresolved issues or complex customer interactions to senior team members.
  • Monitor and analyze calling activity and production metrics for agency marketers.
  • Adhere to company policies and agency guidelines.
  • Perform general customer service tasks as required.
  • Execute additional duties as assigned.

Qualifications

Mandatory: Valid Arizona Insurance License for Property & Casualty, Life, Accident, and Health.

Performance Metrics: Ability to meet individual performance targets and objectives.

Multi-tasking Skills: Capable of managing multiple priorities simultaneously.

Attention to Detail: Ensure accurate and thorough documentation of all customer interactions.

Communication Skills: Exceptional written and verbal communication abilities.

Industry Knowledge: Familiarity with basic product offerings, billing processes, underwriting standards, and operational guidelines.

Team Collaboration: Open to feedback and able to work effectively with colleagues.

Problem-Solving Skills: Proficient in researching and identifying timely solutions to customer-related challenges.