Customer Service Representative

4 weeks ago


San Ramon, California, United States James Peregrino-District Office Full time
Job Description

We are seeking an exceptional insurance personal lines customer service representative to join our team at James Peregrino-District Office. Our reputable insurance agency prides itself on outstanding insurance products and customer service.


Responsibilities
  • Process customer policy change requests.
  • Secure all Trailing Documents from customers.
  • Handle all incoming claim calls from customers.
  • Complete Evidence of Insurance requests.
  • Take premium payments from customers.
  • Ask each customer for referrals and explain our referral program.
  • Treat each customer contact as a cross and up-sell opportunity including financial products.
  • Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
  • Return all phone messages promptly.
  • Provide exceptional customer service.

Requirements
  • Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
  • Possess an upbeat, positive and enthusiastic attitude.
  • Be a great self-starter with a sense of urgency.
  • Proficiency to multi-task, follow-thru and follow-up.
  • Excellent Communication/interpersonal skills.
  • Confident, self-starter who works well independently.
  • Must have ability to multi-task.
  • A Property & Casualty license is preferred but will train good individual.
  • Must be highly self-motivated.
  • Great Customer Service Skills.
  • Problem-Solving Capabilities.


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