Customer Engagement Specialist

1 week ago

Woodland, California, United States Denise Ibsen-Farmers Insurance Agency Full time
Job Overview

The Denise Ibsen Farmers Insurance Agency is seeking dedicated Customer Engagement Specialists to enhance our client interactions.

Our esteemed agency is experiencing significant growth, and we are looking for skilled professionals to cultivate strong relationships with our clients, ensuring their loyalty and satisfaction.

As an independently operated agency, we provide a diverse range of coverage options for our clients, utilizing both Farmers and other carriers to deliver comprehensive protection, risk management, and asset enhancement services. We are in search of individuals who are professional, career-oriented, possess a positive attitude, prioritize customer satisfaction, work well in teams, are open to coaching, and are self-motivated.

Our Values: The success and satisfaction of both our clients and employees are our foremost priorities. We strive to create a harmonious environment where hard work is balanced with enjoyment. We believe in uplifting one another to achieve our fullest potential.

Compensation Structure: We offer competitive compensation for exceptional performance. Our pay structure is designed to enable our team members to surpass their financial aspirations.

Career Advancement Opportunities: We are continuously on the lookout for emerging leaders within our organization. Every team member is encouraged to pursue personal development, with ample opportunities for advancement available.

Frequently Asked Questions:

Who is this position not suitable for? This role may not be ideal for individuals who lack determination or problem-solving abilities. It is also not suited for those who struggle with attention to detail or prefer minimal interaction with others.

What type of training will be provided? We are committed to investing in our team members' success, helping them achieve their personal, professional, and financial objectives. You will receive exclusive, award-winning training in products and sales.

What is the company culture like? We foster a competitive environment where high expectations are set for ourselves and each other, while also providing support to ensure collective success and a positive workplace.

What does the career growth plan entail? All team members have the opportunity to progress within our organization and take on leadership roles.

Will selling insurance be part of my responsibilities? While this role primarily focuses on customer support, all positions within an insurance agency involve some level of sales. However, the main emphasis is on providing exceptional customer support. We expect all team members to be knowledgeable insurance professionals capable of engaging in consultative discussions with clients to identify coverage gaps and propose solutions.

What can I expect to earn in my first year? Our compensation plan is unparalleled in the industry, featuring a base salary complemented by uncapped commissions and attractive bonuses. By adhering to our sales and service protocols, you can anticipate earning within the specified range during your first year, with income potential increasing significantly as you gain experience.

How do I apply? After submitting your resume, you will receive an email with a link to complete an assessment. This assessment must be fully completed. Following this, you will receive another email with a link to schedule a phone interview with our agency owner. It is essential to call in at the designated time. If selected for the next step, an in-person interview will be arranged.


Benefits

Annual Base Salary + Commission + Bonus Opportunities

Health Insurance

Dental Insurance

Vision Insurance

Disability Insurance

Hands-on Training

Monday to Friday Schedule

Career Growth Opportunities

Retirement Plan

Evenings Off

Paid Time Off (PTO)


Key Responsibilities

The key responsibilities of the Customer Engagement Specialist include:

  • Maintain a positive attitude while engaging with clients, both internal and external, even in challenging situations.
  • Respond to all client inquiries within one business day.
  • Achieve a target of 20 positive online reviews or 20 referrals each month.
  • Assist clients in adding coverage, identifying coverage gaps, and processing policy modifications.
  • Handle incoming and outgoing calls, as well as text and email communications with clients.
  • Document all interactions and maintain an up-to-date database of current clients. Strong computer and typing skills are essential, with familiarity in Microsoft 365 being advantageous.
  • Enjoy being part of a competitive team while having fun.

Qualifications

The qualifications for the Customer Engagement Specialist position are:

  • Demonstrated history of trustworthiness, reliability, and ethical conduct.
  • Must possess or be able to obtain California Property & Casualty and Life, Health & Accident Insurance Licenses within the first 60 days of employment (reimbursement for expenses may be available based on performance).
  • Must be open to coaching and feedback.
  • Excellent communication skills, including written, verbal, and listening abilities.
  • Ability to follow established processes and prioritize multiple tasks with varying demands.

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