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Customer Service Representative

3 months ago

Vista, United States Austin Heiland-Farmers Insurance Agency Full time

Join a team that cares about our customers and you Austin Heiland-Farmers Insurance Agency in Vista, California, is looking for an experienced and committed individual to join our team as a Full-Time Account Manager. In this role, you will manage accounts to maintain strong business relationships and ensure customer satisfaction. In this position, you will play a vital role in managing and growing our customer base. If you have excellent customer service skills and are committed to providing customers with the best experience, this is the role for you. With your positive attitude, proactive sales skills, and dedication, you may be a perfect fit for this role. Apply now to join our team and begin a role with excellent career growth and earning potential.


Benefits

Hourly Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities


Responsibilities

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 eAgent.

Immediately greet all customers, entering the office, in a friendly and helpful manner.

Take premium payments from customers.

Ask each customer for referrals and explain our referral program.

Verify phone numbers, addresses and email addresses with each customer contact and update customer information.

Return all phone messages promptly.

Maintain knowledge of new products and services.

Generating insurance quotes.

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.

Foster strong relationships with our customers to maintain a high level of client retention and product loyalty.

Provides on-going support to insurance clients as needed.

Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.

Work independently and as part of a team.

Assess and identify the wants and needs of your customer(s) over the phone.


Requirement

Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.

Possess an upbeat, positive and enthusiastic attitude.

Excellent Communication/interpersonal skills.

A Property & Casualty insurance license is required.

Ability to adapt to change, learn new things quickly, and work in a fast-paced environment.