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Customer Service Representative

4 weeks ago


Downey, California, United States VANNESSA GONZALEZ-Farmers Insurance Agency Full time
Job Description

VANNESSA GONZALEZ-Farmers Insurance Agency is seeking a motivated and dynamic individual to fill the role of a Full-Time Customer Service Representative. This position involves delivering exceptional customer service and support to clients, ensuring their needs are met and exceeded. The ideal candidate will possess excellent communication and interpersonal skills, with the ability to work well independently and as part of a team.


Responsibilities
  • Process customer policy change requests and secure all necessary documents.
  • Handle incoming claim calls and follow-up with customers to ensure their needs are met.
  • Complete Evidence of Insurance requests and document each customer contact in eAgent.
  • Immediately greet all customers in a friendly and helpful manner, taking premium payments and asking for referrals.
  • Verify phone numbers, addresses, and email addresses with each customer contact and update customer information.
  • Answer incoming phone calls on the first ring and return all phone messages promptly.
  • Share training and education knowledge and expertise with team members.
  • Thoroughly understand and follow all underwriting, rating, and compliance requirements.
  • Maintain knowledge of new products and services, generating insurance quotes and providing exceptional customer service.
  • Develop and maintain client relationships, responding to inquiries, cancellation requests, and sales requests within a specified timeframe.
  • Handle customer renewals and pivot for new business by following sales leads generated from referrals, networking, marketing, and lead databases.

Requirements
  • Possess a genuine willingness to learn, be intuitive, and resourceful, with a positive and enthusiastic attitude.
  • Be a great self-starter with a sense of urgency, creating relationships from a cold start.
  • Proficiency to multi-task, follow-thru, and follow-up, with excellent communication and interpersonal skills.
  • Confident, self-starter who works well independently, with professional phone etiquette.
  • Career-minded vision, with great customer service skills and a strong work ethic.
  • A Property & Casualty insurance license is required, with bilingual skills in English and Spanish being beneficial.
  • No insurance experience required, but a willingness to learn is essential.