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Customer Service Representative

2 weeks ago

Rancho Santa Margarita, California, United States Rick Sicro - State Farm Agent Full time
Job Description Job Description Benefits:
  • Competitive salary
  • Opportunity for advancement
  • Paid time off

ROLE DESCRIPTION:
MUST HAVE A CA P&C INSURANCE LICENSE $18.50 TO $25.00 PER HOUR PAY** HOUR TO START///+ COMMISSION & BONUS
Hours 9.00am to 4.000pm MONDAY thru FRIDAY
Rancho Santa Margarita insurance agency dedicated to providing exceptional service to our customers. We are currently seeking a dynamic individual to join our team as a receptionist

Our ideal candidate is highly organized, detail-oriented, and committed to contributing to a positive and productive workplace. If you thrive in a supportive role and are eager to learn and grow within the insurance industry, we invite you to apply and become a valued member of our team.

RESPONSIBILITIES:
  • Handle clerical activities such as:
    • File paperwork.
    • Answer the telephone.
    • Handle incoming and outgoing mail.
  • Update policyholders contact information such as phone number and email address, but not home address or other information that could change their rates or coverages.
  • Print and fax proof of insurance or send proof of insurance to the customer.
  • Call insured to ask for proof of grades for the good student discount, but not enter into the system.
  • Confirm, but not enter VIN numbers with an insured when there is a mismatch or confirm if vehicle is registered in the state.
  • Confirm, but not enter odometer readings with an insured/follow up on Drive Safe & Save reminders when a policyholder is late reporting their mileage
  • Produce and send form letters for cancellations due to non-payment situations.
  • Verify with the insured that the cancellation date will occur on the date requested by the insured, but not enter into the system.
  • Confirm that the drivers license is expiring/if lost, obtain new drivers license number, but not enter into the system.
  • Produce and send form letter for claims where basic information such as name needs to be completed/filled in.
  • Follow up with insured when the SFPP Recurring Monthly Agreement form hasnt been received.
  • Answer basic billing questions such as amount due and due date.
  • Respond to requests for evidence of insurance from a lender, escrow company or mortgage company.
  • Call policyholder to confirm changes regarding mortgage company or lienholder changes.
  • Help policyholder register on (to review documents themselves).
  • Follow up with policyholder on letters sent to confirm home alert documentation, but not enter into the system.
QUALIFICATIONS:
  • Previous experience in a receptionist or customer service role.
  • Communication and interpersonal skills.
  • Organizational and multitasking abilities.
  • Comfortable with engaging in sales conversations.
  • Basic computer skills, including Microsoft Office and CRM systems.