Insurance Representative

21 hours ago


San Jose, California, United States MA FORMICO INSURANCE AGENCY Full time

At MA Formico Insurance Agency, we are seeking a highly skilled Licensed Customer Service Representative to join our team. This role is ideal for an individual with a Property and Casualty license who is passionate about providing exceptional customer service.

The successful candidate will be responsible for ensuring that each customer has a positive experience when interacting with our agency. This includes responding promptly to inquiries, maintaining accurate records, and providing excellent customer service. The ideal candidate is detail-oriented, friendly, and familiar with insurance products.

The responsibilities of this position include:

  • Answering customer questions via phone, email, and in-person
  • Assisting clients with new quotes, updating policies, payments, and other services
  • Scheduling appointments and maintaining calendars
  • Maintaining detailed records of client interactions
  • Reviewing audits and/or policies
  • Collaborating with colleagues to provide comprehensive customer service

The qualifications for this position include:

  • Knowledge of insurance products
  • High school diploma/GED required, Bachelor's degree preferred
  • Excellent customer service skills
  • Highly organized with strong time management skills
  • Familiarity with Microsoft Office and other software applications

We offer a competitive salary of $50,000 - $60,000 per year, depending on experience. If you are a motivated and detail-oriented individual with a passion for customer service, please consider applying for this exciting opportunity.



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