Customer Service Representative

3 weeks ago


Scottsdale, Arizona, United States Staff My Agency Full time
Job Description:

As a Customer Service and Sales Representative at Staff My Agency, you will play a vital role in maximizing positive customer experiences by responding to customer inquiries or complaints regarding our company's products or services.

You will communicate with internal and external customers about basic underwriting guidelines, policies, and marketing initiatives to service customer accounts.

Additionally, you will analyze, clarify, and resolve policy and account-related questions.

This position offers not only the opportunity for retention but also agency growth through the expansion of a household by means of cross-selling multiple lines.

This action will generate greater retention within the agency as well as new business growth.

Key Responsibilities:
  • Be licensed in Property & Casualty or Personal Lines
  • Verify ALL contact information with every customer
  • Determine customer requirements and expectations in order to help the customer identify specific products and solutions
  • Review renewal business and identify appropriate follow-up action based on degree of change, process any simple policy changes, issue all certificates of insurance as needed
  • Block off schedule for Cross-sell/up-sell products to existing customers
  • Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken
  • Assist with the annual review process by contacting customers and preparing personalized customer coverage recommendations based on customers' needs
  • Work with the Agent and Producer on scheduling FFR's/eFFR's/Renewal Reviews
  • Client/Claims liaison
  • Resolve complex service issues and set reasonable expectations for the customer
  • Resolve customer grievances or complex customer interactions
  • General customer service duties, process payments, take inbound phone calls, answer basic customer inquiries-such as billing, coverage, etc.
  • Follow up Thank You for new business
  • Performs other duties as assigned
Core Competencies:
  • Able to meet individual performance metrics and goals.
  • Multi-tasking: Able to successfully juggle multiple priorities at any given time.
Requirements:
  • Previous customer service experience with Farmers Insurance highly preferred.
  • Ideal candidate will have basic PC skills, basic math skills, strong analytical capability, conflict resolution skills, the ability to multi-task.
  • Must have strong verbal and written communication skills.
Job Types:
  • Full-time
Pay:
  • $45,000-50,000/ year DOE, plus commission and bonus opportunity
Expected hours:
  • 40 per week
Benefits:
  • Paid time off
Shift:
  • 8 hour shift
  • Day shift
Work Location:
  • In person


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