Customer Service Representative at a Top Insurance Agency Job at Richard So-Farmers Insurance Agency, Santa Clara, CA

aFQwTE96b2xGaUtuN210N0FPUjF4VTQ1
  • Richard So-Farmers Insurance Agency
  • Santa Clara, CA

Job Description

Job Description

Job Description

Our agency is expanding and we are looking to hire the right individual to join our outstanding team. We are currently seeking to fulfill a full-time position. Our Customer Service Representative will be responsible to provide exceptional customer service to our current clients and new prospects when they call in for assistance. They will also be responsible for marketing events, cold-calling new clients, past clients and warm leads.

If you enjoy helping others and are a compassionate, customer-focused individual, then apply to our insurance agency today! Our reputable insurance agency is looking for an exceptional insurance personal lines customer service representative to join our team. We pride ourselves on our outstanding insurance products and customer service.

**All applicants MUST complete an online assessment upon applying for this position to be further considered.**

Benefits

Hourly Base Salary + Commission

Hands on Training

Mon-Fri Schedule

Responsibilities
  • Process customer policy change requests.
  • Secure all Trailing Documents from customers.
  • Document each customer contact in eAgent.
  • Immediately greet all customers, entering the office, in a friendly and helpful manner.
  • Take premium payments from customers.
  • Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
  • Return all phone messages promptly.
  • Share training and education knowledge and expertise with team members.
  • 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.
  • Obtain prospects information such as name, address, vehicle information and enter into quote sheets.
  • 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.
  • Work independently and as part of a team.
  • Assess and identify the wants and needs of your customer(s) over the phone.
  • Handle customer renewals.
Requirements

  • Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
  • Possess an upbeat, positive and enthusiastic attitude.
  • Create relationships from a cold start.
  • Proficiency to multi-task, follow-thru and follow-up.
  • Excellent Communication/interpersonal skills.
  • Must have ability to multi-task.
  • Must be highly self-motivated.
  • Professional phone etiquette.
  • Great Customer Service Skills.
  • Works well with other employees and is a team player with a positive attitude.
  • Strong work ethic and leadership skills.
  • Strong communication skills, both oral and written.
  • Driven and goal-oriented individual.
  • Be capable of handling customer rejection.
  • Be equipped with great listening and closing skills.
  • No insurance experience required but must be willing to learn

Enthusiasm, optimism, and a willingness to see the good in every situation.

Commitment to excellence, willingness to work hard, and willingness to go the extra mile.

Ability to take initiative, be proactive, and think outside the box.

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

Job Tags

Hourly pay, Full time, Work at office, Immediate start,

Similar Jobs

Seminole Gaming

HVAC ENGINEER I - FT Job at Seminole Gaming

 ...Bonus Opportunity & much more! Please visit to see our full list of benefits! Responsibilities Under the direction of the Lead HVAC Mechanic and Shift Manager, the incumbent adjusts, repairs, troubleshoots and maintains heating, ventilation, air conditioning and... 

Ace Handyman Services Lanier

Part Time - Field Craftsman Job at Ace Handyman Services Lanier

 ...role is ideal for seasoned professionals who have spent years working in home repair, remodeling, or maintenance and are now seeking...  ...demands of a full-time schedule. Whether you're semi-retired, self-employed, or simply looking to stay active and put your skills to... 

Metrodoc Urgent Care

Licensed Master of Social Work Job at Metrodoc Urgent Care

 ...The Master of Social Work (MSW) is responsible for providing social work services to clients The MSW may work with individuals, families...  ...and interpersonal skills. ~ Ability to work independently and as part of a team. ~ Commitment to social justice and equity.... 

Hershey Entertainment & Resorts Company

Server - Hershey Country Club Job at Hershey Entertainment & Resorts Company

 ...holes of golf on the championship East & West courses. This position is responsible for the professional and courteous serving of food and beverage to guests for banquets, a la carte service, and beverage venues tented events at the Hershey Country Club. This... 

Career Group Companies

Estate Coordinator / Personal Assistant - Fort Lauderdale Job at Career Group Companies

 ...Our client is looking for an Estate Coordinator / Personal Assistant to assist the Estate Manager with all administrative and property duties to help facilitate overall...  ...in a similar role, preferably within a private estate or family home setting. ~ Strong technology...