Insurance Customer Service Representative II

2 weeks ago


Anaheim, California, United States Wescom Central Credit Union Full time
Job Summary

The Personal Lines Customer Service Representative plays a vital role in assisting customers with their existing Personal Lines Insurance policies. This position requires strong communication skills, attention to detail, and the ability to provide accurate and timely information to customers.

Key Responsibilities
  • Provide insurance quotations for various personal lines coverage's using industry-standard software.
  • Assist customers in making informed decisions about their insurance coverage based on their specific needs.
  • Make individual underwriting and policy placement decisions in conjunction with represented insurance companies.
  • Process new business applications, endorsements, and follow-up to ensure accurate completion.
  • Provide exceptional customer service by promptly responding to questions and addressing customer needs.
  • Process and respond to routine correspondence from insurance companies and customers to resolve issues and answer underwriting questions.
  • Review customer policies on renewal to assess coverage and make recommendations.
  • Coordinate and service claim activities to assist customers in resolving issues efficiently.
  • Actively solicit prospects to increase sales in accordance with marketing plans.
  • Collaborate with team members to share information, knowledge, and resources to achieve departmental goals.
Requirements
  • High school diploma or equivalent.
  • 3-8 years of experience with Personal Lines insurance products.
  • Active Fire and Casualty Agent/Broker License or Personal Lines Insurance License.
  • Excellent communication, customer service, and telephone etiquette skills.
  • Good decision-making and judgment abilities to ensure high standards and guidelines are maintained.
  • Ability to operate proprietary software, including FSC and AMS360.
Work Environment

The work environment is moderately quiet, and it is a non-smoking environment. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.



  • Anaheim, California, United States Wescom Central Credit Union Full time

    Job Title: Insurance Customer Service Representative IIAt Wescom Central Credit Union, we are seeking a highly skilled and customer-focused Insurance Customer Service Representative II to join our team. As a key member of our insurance department, you will be responsible for providing exceptional customer service to our members, assisting with insurance...


  • Anaheim, California, United States Wescom Central Credit Union Full time

    Job Summary:We are seeking a highly skilled and customer-focused Insurance Customer Service Representative II to join our team at Wescom Central Credit Union. As a key member of our insurance team, you will be responsible for providing exceptional service to our members, assisting with insurance policy changes, and ensuring that our members have the best...


  • Anaheim, California, United States Wescom Credit Union Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Personal Lines Customer Service Representative to join our team at Wescom Credit Union. As a key member of our insurance team, you will be responsible for providing exceptional customer service, assisting customers with policy changes, and ensuring timely and accurate information is provided to...


  • Anaheim, California, United States Wescom Credit Union Full time

    Job SummaryThe Personal Lines Customer Service Representative plays a vital role in assisting customers/members with their existing Personal Lines Insurance policies. This position requires strong communication and customer service skills to provide accurate and timely information to members regarding Personal Lines of Insurance. The ideal candidate will be...


  • Anaheim, California, United States Wescom Credit Union Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Personal Lines Customer Service Representative to join our team at Wescom Credit Union. As a key member of our insurance team, you will be responsible for providing exceptional service to our members, assisting with policy changes, and ensuring that our members have the best coverage for their...


  • Anaheim, California, United States Inszone Insurance Services Inc Full time

    Job Title: Insurance Account RepresentativeAt Inszone Insurance Services Inc, we are seeking a highly skilled Insurance Account Representative to join our team. As an Insurance Account Representative, you will play a crucial role in supporting the sales process of employee benefits to our customers.Key Responsibilities:Follow up with prospects to ensure...


  • Anaheim, California, United States Alex Mora - State Farm Agent Full time

    About the RoleWe are seeking a highly organized and efficient Customer Service Representative to join our team at Alex Mora - State Farm Agent. As a key member of our team, you will be responsible for providing exceptional customer service, establishing strong relationships with customers, and promoting our insurance products and...


  • Anaheim, California, United States Certified Recycling • Waste Solutions Full time

    Customer Service RepresentativeCertified Waste Solutions, a leading provider of recycling and waste solutions services based in Anaheim, CA, is seeking a skilled Customer Service Representative to join our team. As a key member of our customer-facing team, you will play a vital role in delivering exceptional service to our clients and supporting our sales...


  • Anaheim, California, United States Oceania International Full time

    Customer Service RepresentativeOceania International is seeking a highly skilled Customer Service Representative to join our team. As a key member of our customer support team, you will be responsible for providing exceptional customer service and support to our clients.Main Responsibilities:Customer Service: Respond to customer inquiries and resolve issues...


  • Anaheim, California, United States Inszone Insurance Services Full time

    Job DescriptionInszone Insurance Services is a leading independent insurance agency with multiple locations across 16 states. Our firm specializes in providing customized insurance solutions for businesses and individuals. With a strong focus on customer satisfaction, we have consistently ranked among the top 100 property and casualty agencies in the...


  • Anaheim, California, United States SSD Alarm Full time

    {"h1": "Customer Support Representative", "p": "At SSD Alarm, we are seeking a highly organized and detail-oriented Customer Support Representative to join our team. As a key member of our customer support team, you will be responsible for providing exceptional customer service and resolving customer issues in a timely and professional manner.", "ul":...


  • Anaheim, California, United States Inszone Insurance Services Full time

    Job DescriptionInszone Insurance Services is a leading independent insurance agency with multiple locations across the United States. Our firm specializes in customized insurance products for businesses and individuals, providing a wide range of solutions to meet their unique needs.We are committed to delivering exceptional service and building long-term...


  • Anaheim, California, United States MaxLite Full time

    {"Job Title": "Customer Relations Representative", "Job Description": "At MaxLite, we're committed to providing world-class customer care. As a Customer Relations Representative, you'll play a key role in ensuring our customers receive exceptional service and support.**Key Responsibilities:**Process customer orders and respond to inquiries in a timely and...


  • Anaheim, California, United States Chris Barredo - State Farm Agent Full time

    Job OpportunityWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Relations Representative at Chris Barredo State Farm Agency.Key Responsibilities:Establish and maintain strong relationships with customers to understand their needs and provide personalized service.Provide accurate and timely information to...


  • Anaheim, California, United States Reborn Cabinets Full time

    About Reborn CabinetsWe are a leading provider of kitchen and bathroom remodeling services with a strong presence on the West Coast. Our company has been in business for nearly 40 years, and we are committed to delivering exceptional customer experiences.Job SummaryWe are seeking a highly motivated and customer-focused Call Center Representative to join our...


  • Anaheim, California, United States NexGen HVAC & Plumbing Full time

    Customer Service RepresentativeNexGen HVAC & Plumbing is seeking a skilled Customer Service Representative to provide exceptional customer experiences every day. As a key member of our team, you will be responsible for answering calls from existing and potential customers, using a computerized system to track information, troubleshoot issues, and provide...


  • Anaheim, California, United States Oceania International Full time

    Job Title: Customer Service RepresentativeWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Oceania International. As a key member of our customer support team, you will be responsible for providing exceptional service to our customers, resolving their issues, and ensuring their satisfaction.Key...


  • Anaheim, California, United States NexGen HVAC & Plumbing Full time

    NexGen Air Conditioning, Heating and Plumbing is seeking a skilled Customer Service Representative to deliver exceptional customer experiences. As a key member of our team, you will be responsible for handling high-volume inbound and outbound calls, responding to email inquiries, and maintaining accurate customer information. You will also have the...


  • Anaheim, California, United States Spectrum Solutions Full time

    About the RoleWe are seeking a highly motivated and customer-focused Customer Service Representative to join our team at Spectrum Solutions. As a key member of our customer service team, you will be responsible for providing exceptional service to our clients, ensuring their needs are met, and exceeding their expectations.Key ResponsibilitiesDevelop and...


  • Anaheim, California, United States MaxLite Full time

    Customer Relations RepresentativeMaxLite is seeking a highly skilled Customer Relations Representative to join our team. As a key member of our customer service team, you will be responsible for providing world-class customer care and ensuring a 100% satisfaction rate.Key Responsibilities:Process incoming orders and respond to all post-order inquiries,...