Customer Service Representative

2 days ago


Poway, California, United States Primary Location Full time
Customer Service Representative Job Description

We are seeking a highly motivated and dynamic individual to join our team as a Full-Time Customer Service Representative in our Insurance Agency in POWAY, California.

This role offers the opportunity to grow your knowledge and benefit from additional avenues for growth and advancement. You will have the chance to develop insurance quotes, make sales presentations, and close sales, as well as develop ongoing networking relationships with Real Estate Agents, Mortgage Lenders, Title Companies, Auto Dealers, etc.

Responsibilities include processing customer policy change requests, securing all Trailing Documents from customers, handling incoming claim calls, and completing Evidence of Insurance requests. You will also be responsible for documenting each customer contact in eAgent, taking premium payments from customers, and asking each customer for referrals.

This role requires a genuine willingness to learn, an upbeat and positive attitude, and the ability to multi-task, follow-thru, and follow-up. Prior sales experience is preferred, and a highly self-motivated individual with excellent communication and interpersonal skills is essential.

Benefits:

  • Annual Base Salary Based on Experience
  • Paid Time Off (PTO)
  • Flexible Schedule
  • Health Insurance
  • Dental Insurance
  • Hands on Training
  • Mon-Fri Schedule
  • Career Growth Opportunities
  • Retirement Plan

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
  • Create relationships from a cold start
  • Be a fantastic presenter
  • Proficiency to multi-task, follow-thru, and follow-up
  • Excellent Communication/interpersonal skills
  • Prior Sales Experience
  • Must be highly self-motivated
  • Professional phone etiquette
  • Career minded vision
  • Follow through and exceed current and prospective client expectations
  • Excellent Spelling and Grammar skills
  • Great Customer Service Skills
  • Have an active Personal Lines or Property/Casualty Insurance License


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