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Customer Service Representative

2 months ago


Fullerton, California, United States Allco Fullerton Insurance Agency Full time
Job Summary

We are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Allco Fullerton Insurance Agency. As a key member of our team, you will be responsible for providing exceptional customer service to our policyholders, addressing their concerns, and resolving issues in a timely and professional manner.

Key Responsibilities
  • Customer Service: Respond to customer inquiries, resolve billing issues, amend policies, and provide coverage advice to policyholders.
  • Policy Administration: Track and update policy information, make accurate modifications to consumer policies, and maintain accurate records.
  • Communication: Establish and maintain effective communication with clients, potential clients, and companies we represent, both verbally and in writing.
  • Team Support: Collaborate with teammates to provide follow-up support to clients and prospects, and assist with other office duties as needed.
  • Research and Resolution: Research and resolve coverage questions, and provide prompt responses to client needs.
Requirements
  • Education: High school diploma or GED equivalent required.
  • Language: Fluency in Spanish, written and spoken, is required.
  • Skills: Excellent active listening, interpersonal, and communication skills, with prior work experience in a customer-facing position or customer service role.
  • Software: Proficient in Microsoft Word, Excel, Outlook, and a calculator.
  • License: Property and Casualty license preferred, but not required.
About Us

Allco Fullerton Insurance Agency is a tight-knit, purpose-driven team committed to creating meaningful, positive impacts on the lives of individuals, families, and small businesses. We prioritize our clients' needs above all else, ensuring they receive tailored insurance solutions that meet their unique requirements.