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Insurance Customer Service Representative

1 month ago

Pleasanton, California, United States Wallace Wong-Farmers Insurance Full time
Job Title: Insurance Customer Service Representative

Job Description:

Are you looking for a new challenge in the insurance industry? Wallace Wong-Farmers Insurance in Pleasanton, California, is seeking a positive and enthusiastic individual to join our team as a Full-Time Insurance Customer Service Representative. You will be using your professional demeanor, excellent communication skills, and willingness to learn to service new and existing accounts and achieve agency sales goals and service standards.

Responsibilities:

* Create insurance quotes
* Process customer policy change requests
* Secure all Trailing Documents from customers
* Handle all incoming claim calls from customers and follow-up
* Complete Evidence of Insurance requests
* Document each customer contact in CRM
* Take premium payments from customers
* Verify phone numbers, addresses, and email addresses with each customer contact and update customer information
* Answer incoming phone calls on the first ring
* Return all phone messages promptly
* Thoroughly understand and follow all underwriting, rating, and compliance requirements
* Maintain knowledge of new products and services
* Provide exceptional customer service and support
* Be outstanding at relationship building
* Develop and maintain client relationships
* Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems
* Provides on-going support to insurance clients as needed
* Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe
* Handle customer renewals

Requirements:

* Possess a genuine willingness to learn, be intuitive, and resourceful
* Possess an upbeat, positive, and enthusiastic attitude
* Be a great self-starter with a sense of urgency
* Proficiency to multi-task, follow-thru, and follow-up
* Excellent Communication/interpersonal skills
* Confident, self-starter who works well independently
* Must have ability to multi-task
* Must be highly self-motivated
* Professional phone etiquette
* Excellent Spelling and Grammar skills
* Problem-Solving Capabilities
* Works well with other employees and is a team player with a positive attitude
* Strong communication skills, both oral and written
* Ability to tactfully handle stressful and difficult situations
* Bilingual, fluent in both English and Spanish is beneficial

Benefits:

* Annual Base Salary + Commission + Bonus Opportunities
* Paid Time Off (PTO)
* Flexible Schedule
* Hands on Training
* Mon-Fri Schedule
* Career Growth Opportunities