Client Support Representative

1 week ago


Monterey, California, United States Jessica Connally Farmers Insurance Full time
Position Overview

We are seeking a dedicated and skilled professional to enhance our customer service operations at Jessica Connally Farmers Insurance. In this Full-Time role, you will be tasked with addressing client inquiries, overseeing various projects, and providing expert assistance to our clientele. Our team is committed to delivering exceptional service, and your expertise will be invaluable in ensuring client satisfaction.


Key Benefits

Competitive Hourly Salary Based on Experience

Evenings Off

Opportunities for Career Advancement

No Weekend Shifts

401K Plan

Comprehensive Training Provided


Core Responsibilities
  • Respond to incoming calls with a welcoming demeanor.
  • Process requests for policy modifications.
  • Collect all necessary documentation from clients.
  • Fulfill requests for Evidence of Insurance.
  • Record each client interaction in our management system.
  • Greet all clients entering the office in a friendly and supportive manner.
  • Handle premium payments from clients.
  • Answer incoming calls promptly.
  • Return all messages in a timely manner.
  • Understand and adhere to all underwriting, rating, and compliance standards.
  • Deliver outstanding customer service and support.
  • Build and nurture client relationships.
  • Address all inquiries, cancellation requests, and sales inquiries within a designated timeframe.
  • Identify and assess the needs of clients over the phone.

Qualifications
  • Exhibit a positive, enthusiastic, and proactive attitude.
  • Demonstrate strong self-motivation and urgency.
  • Possess excellent communication and interpersonal skills.
  • Ability to manage multiple tasks effectively.
  • Maintain professional phone etiquette.
  • Show exceptional business writing and editing capabilities.
  • Exhibit strong customer service skills.
  • Collaborate well with colleagues and contribute positively to the team environment.


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