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Customer Service Representative

M Chelsea Cabanillas Agency

Customer Service Representative

Phoenix, AZ
Full Time
Paid
  • Responsibilities

    Benefits:

    Bonus based on performance

    Flexible schedule

    Paid time off

    Parental leave

    Join our vibrant team at the Chelsea Cabanillas Agency - a leading insurance provider specializing in personal lines insurance such as home, auto, and life insurance. Located at Tatum and Greenway in North Phoenix, we're seeking a dynamic and motivated Customer Service Representative (CSR) to provide a top-notch service experience for our clients.

    Working Hours and Flexibility

    Primarily an in-office position with working hours from Monday- Thursday (9AM to 5pm) and Friday (8:30AM- 4pm). However, we value work-life balance and are open to flexible schedules that include working from home once we are familiar with your work style and abilities.

    Transportation Support:

    To assist with your commute, we offer a $200 monthly gas card allowance.

    Our Core Values:

    Our company thrives on the following principles:

    Be Kind

    Be Curious

    Be Intentional

    Be Reliable

    Be Joyful

    These values are integral to our operations and contribute to our reputation as a high-performing agency. If you align with these values, you might be just the person we're looking for!

    Perks/Benefits:

    Immediate Eligibility for Paid Time Off (PTO)

    Paid Volunteer Time Off (VTO)

    Monthly Gas Card Allowance

    Monthly Paid Lunch Meeting

    Quarterly Team Building Outings

    Life Insurance Benefits

    Vision, Dental and Short Term Disability Benefits (employee funded for the first 12 months)

    Reimbursement for Insurance License Study Materials and one Exam Fee (upon passing)

    Job Description:

    The Customer Service Representative (CSR) will be a key player in delivering a superior experience for our customers that extends beyond the initial insurance purchase. The CSR will assist in both service-related and sales-related tasks, developing long-term relationships with our clients and ensuring our service matches our commitment to excellence.

    Primary Responsibilities:

    Assist with incoming calls

    Handle rate change reviews

    Address claims concerns and questions

    Assist with billing inquiries and policy transactions

    Manage our Personal Insurance Review program

    Assist with quoting personal lines insurance, preparing quotes for the sales team

    Build relationships with referral partners (mortgage lenders, real estate agents, etc.)

    Skills and Traits:

    Positive and upbeat attitude

    Strong communication skills

    Excellent follow-up abilities

    Ability to prioritize and adapt to changes

    Efficient work habits

    Quick to transition between tasks

    Open to coaching and accountability

    Fast learner

    Friendly and approachable

    Detail-oriented

    Qualifications:

    High School Diploma (required)

    Associate or Bachelor's Degree (preferred but not required)

    Property and Casualty Insurance License required within 30 days of hire

    Life License required within 90 days of hire

    Please note that candidates will not officially start in-office until they have obtained their Property and Casualty License. Study materials and one exam fee will be reimbursed upon passing.

    Jump-start your career by joining a team that prides itself on providing superior service to its clients. Apply today!

    Flexible work from home options available.