Job Description

The Craig Davis Family Insurance Agency is expanding and we are looking to hire the right individual to join our outstanding customer service team. We are currently seeking to fulfill a full-time position. Our Customer Service Representative will be responsible for providing exceptional customer service to our current clients and new prospects, processing policy change requests, maintain knowledge of our products, and answer any questions our clients may have.

Insurance industry or office experience and knowledge is not required but would be a greater benefit relating to customers in the beginning for this position.

We are a family owned Farmers Insurance Agency that has been serving Southern California since 1990.  If you're interested in being heavily involved with the community and working in a true family atmosphere, we could be the right fit for you.

BENEFITS Paid Holidays

Bonus Opportunities

Paid Time Off (PTO)

Weekends Off

Career Development & Growth

Team Building Activities

Hands On Training

RESPONSIBILITIES

• Develop insurance quotes, makes sales presentations, and closes sales.
• Process customer policy change requests.
• Secure all Trailing Documents from customers.
• Handle all incoming claim calls from customers.
• 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.
• Treat each customer contact as a cross and up-sell opportunity including financial products.
• 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.
• Prospecting and generating new business through leads & referral sources.
• Provide exceptional customer service.
• Be outstanding at relationship building.
• Foster strong relationships with our customers to maintain a high level of client retention and product loyalty.
• Provide customers with additional information about new products and services.

REQUIREMENTS

• Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
• Possess an upbeat, positive and enthusiastic attitude.
• Proficiency to multi-task, follow-thru and follow-up.
• Excellent Communication/interpersonal skills.
• Must have ability to multi-task.
• Professional phone etiquette.
• Career minded vision.
• Excellent Spelling and Grammar skills.
• Great Customer Service Skills.
• Problem-Solving Capabilities.
• Works well with other employees and is a team player with a positive attitude.
• Be able to obtain or currently possess a Property & Casualty insurance license.
• Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.
• Ability to obtain or possess an active Life & Health Insurance license.
• Strong work ethic and leadership skills.
• Driven and goal-oriented individual.
• Ability to tactfully handle stressful and difficult situations.
• Bilingual, fluent in both English and Spanish is beneficial. Adhering to strict FCC rules, please don’t apply if you have any charges related to theft, violence, drugs within the past seven years or ANY past convictions concerning violation of the FCC rules.