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Insurance Customer Support Specialist

2 months ago

Eugene, Oregon, United States Andrew Core Insurance Agency LLC Farmers Insurance Full time
Position Overview

We are seeking a dedicated Customer Service and Sales Representative to become a vital part of our thriving insurance and financial services firm. Our agency prides itself on a successful model that includes comprehensive training and the essential tools required for success. We are looking for a new team member who can enhance our rapidly expanding agency while delivering outstanding client service. If you possess a positive attitude and are in search of a dynamic role with ample growth potential, we encourage you to explore this opportunity.

Work Environment:

The essential functions of this role are typically carried out in a climate-controlled office setting.

Note: This position may necessitate flexibility in working hours and the ability to adhere to a structured schedule.


Compensation and Benefits

Hourly Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Flexible Work Schedule

Health Coverage

Hands-on Training

Monday to Friday Schedule

Tuition Assistance

Opportunities for Career Advancement

Evenings Off

Retirement Savings Plan


Key Responsibilities

Primary duties include (but are not limited to):

  • Obtain insurance licensure
  • Assess customer needs and expectations to assist them in identifying specific products and solutions
  • Review renewal accounts and schedule Review Appointments
  • Propose meetings to discuss product requirements with existing clients
  • Maintain records of customer interactions and transactions, documenting inquiries, complaints, and actions taken
  • Act as a liaison for clients and claims
  • Escalate unresolved customer issues or complex interactions to senior team members
  • Adhere to company and agency protocols
  • Perform general customer service and administrative tasks such as filing, answering calls, and processing payments
  • Execute additional duties as assigned

Qualifications

Core Competencies:

  • Bilingual proficiency is highly desirable
  • Business Results: Capable of achieving team performance metrics and objectives.
  • Multi-tasking: Able to effectively manage multiple priorities simultaneously.
  • Attention to Detail: Maintain precise and comprehensive records of all customer interactions in the online dashboard.
  • Communication: Exhibit exceptional written and verbal communication skills.
  • Job Knowledge: Understand fundamental product, billing, underwriting, and processing guidelines.
  • Teamwork: Open to feedback and able to collaborate effectively with others.
  • Problem Solving: Capable of researching and identifying timely solutions to customer-related issues.