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Customer Service Representative
2 months ago
We are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Allco Fullerton Insurance Agency. As a key member of our customer service team, you will be responsible for providing exceptional service to our policyholders, resolving billing issues, amending policies, and making policy suggestions.
Key Responsibilities:- Establish and maintain strong relationships with clients, potential clients, and companies we represent through effective communication and problem-solving skills.
- Support teammates with follow-up for clients and prospects, ensuring timely and accurate responses to their inquiries.
- Research and resolve coverage questions, providing clear and concise explanations to policyholders.
- Promptly respond to client needs, either through phone or electronic communication, ensuring their concerns are addressed in a timely and professional manner.
- Maintain accurate and up-to-date client files, processing routine correspondence between our agency and clients or companies.
- Cultivate new opportunities and offer additional lines of insurance through consultative selling, providing policyholders with tailored solutions to meet their needs.
- Assist with other office duties as needed, ensuring seamless day-to-day operations.
- Contact clients for concerns or complaints, providing appropriate solutions and monitoring the situation to ensure issues are resolved.
- Track current marketing activities, enabling you to respond to insurance-related inquiries with the necessary resources.
- Make accurate modifications to consumer policies based on the information provided.
- Keep track of all customer inquiries and follow up to verify that all questions are answered regarding customer policies.
- Confirm client insurance coverage and provide evidence of insurance papers to policyholders.
- Fluency in Spanish, both written and spoken.
- Ability to work in an in-person setting, requiring a reliable means of transportation and living within driving distance of our office location in Fullerton, CA.
- Proficiency in Microsoft Word, Excel, Outlook, and a calculator.
- Quick and accurate typing skills.
- Excellent communication and interpersonal skills, both verbal and written.
- Organized, structured, punctual, and willing to follow rules.
- Patient, respectful, reliable, trustworthy, friendly, supportive, articulate, kind, ethical, and honest.
- Property and Casualty license preferred, with the requirement to obtain it within the first 60 days of employment.
- Previous experience working in the insurance industry is a bonus, but we will provide training and education to the successful candidate.
- Basic knowledge of Microsoft Word, Excel, PowerPoint, and customer database systems.
- High school diploma or GED equivalent required.
- A general understanding of insurance policies and schedules is preferred.
- Excellent active listening, interpersonal, and communication skills.
- Prior work in a customer-facing position or customer service role is required.
