Property Casualty Licensed Customer Service Representative

Winchester Insurance Services Inc

Property Casualty Licensed Customer Service Representative

Murrieta, CA
Full Time
Paid
  • Responsibilities

    Benefits:

    401(k)

    Competitive salary

    Dental insurance

    Health insurance

    Paid time off

    Vision insurance

    Benefits/Perks

    Competitive Pay

    Professional Development

    Job Stability in a growing industry

    401(k)

    Health Benefits

    Job Description We are a fast-growing company seeking a personal lines licensed insurance professional and personable Customer Service Representative to round out our wonderful team. In this role, you will be responsible for ensuring that each customer has a positive experience when reaching out to our agency. You will respond promptly to inquiries, maintain accurate records, and generally provide excellent customer service. The ideal candidate has a great attitude, with 2-3 years of experience working for an insurance broker, is detail-oriented, friendly, and familiar with insurance carriers including but not limited to Mercury, Liberty Mutual, Travelers, CA Fair Plan, Aegis, Bamboo and many others. Must have a California or Arizona Property & Casualty insurance license. This is an in-office position so, must be local to Murrieta, Menifee, Temecula and surrounding areas. We are licensed in 11 states with offices in 3 states and growing. Hours Monday to Friday 8 am to 5pm.

    Responsibilities

    Answer customer questions via phone, email, and in-person

    Assist clients with new endorsement quotes, updating policies, payments, and other services

    Schedule appointments and maintain calendar

    Maintain detailed records of client interactions

    Review policy coverages and/or underwriting guidelines

    Collaborate with colleagues to provide comprehensive customer service

    Qualifications

    Knowledge of insurance carriers (Mercury, Liberty Mutual, Travelers, CA Fair Plan, Aegis, Bamboo and many others)

    Active California or Arizona Property & Casualty Insurance License

    High school diploma/GED required,

    Excellent customer service skills

    Highly organized with strong time management skills

    Familiarity with Microsoft Office and other software applications