Customer Service Representative
4 weeks ago
Job Summary: We are seeking a highly skilled Customer Service Representative to join our team at Allco Fullerton Insurance Agency. As an Insurance Expert, you will be responsible for providing exceptional customer service to our policyholders, resolving billing issues, and making policy suggestions.
Key Responsibilities:
* Provide excellent customer service to policyholders, responding to their inquiries and resolving their issues in a timely and professional manner.
* Generate policy quotes and provide coverage advice to new and potential customers.
* Make accurate modifications to consumer policies based on the information provided.
* Track current marketing activities to respond to insurance-related inquiries.
* Establish working relationships with clients, potential clients, and companies we represent.
* Support teammates with follow-up for clients and prospects.
* Research and resolve coverage questions.
* Promptly respond to client needs either on the phone or electronically.
* Maintain client files and process routine correspondence between our agency and the client or company.
Requirements:
* Possesses basic knowledge of Microsoft Word, Excel, PowerPoint, and customer database systems.
* High school diploma or GED equivalent needed.
* General understanding of insurance policies and schedules is preferred.
* Excellent active listening, interpersonal, and communication skills.
* Prior work in a customer-facing position or customer service role is required.
* Fluency in Spanish, written and spoken.
About Us:
At Allco Fullerton Insurance Agency, we foster a tight-knit, purpose-driven team committed to creating meaningful, positive impacts on the lives of individuals, families, and small businesses. Our foundation rests on the bedrock of strong relationships—among our team members, with our valued clients, potential clients, our vibrant community, and the trusted insurance companies we partner with.
As an independent agency, we firmly uphold a client-centric philosophy, prioritizing our clients' needs above all else, ensuring they receive tailored insurance solutions that truly meet their unique requirements.
If you're seeking a career with purpose, the opportunity to build enduring connections, and the chance to put clients first, we invite you to join our dedicated team.
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