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Insurance Customer Service and Sales

THERESA SIMES-Farmers Insurance Agency

Insurance Customer Service and Sales

Fountain Valley, CA
Full Time
Paid
  • Responsibilities

    Job Description

    Our office is expanding and we are looking to hire the right individual  with a positive attitude 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 and sales to our current clients and new prospects, processing policy change requests, maintain knowledge of our products, and answer any questions our clients may have.  We are a nationally recognized Farmers Agency and we pride ourselves on providing top level service to our customers.

    Insurance industry or office experience and knowledge is not required but would be plus.  All of our team members are required to have their insurance license or obtain their license within 90 days of hire.

    BENEFITS  

    Base Salary with Commissions 

    Bonus Opportunities

    Paid Time Off (PTO)

    Paid Holidays

    RESPONSIBILITIES

    • Provide exceptional customer service.
    • Process customer policy change requests.
    • Thoroughly understand and follow all underwriting, rating and compliance requirements.
    • Maintain knowledge of new products.
    • 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.
    • Grow sales revenue by utilizing phone, email and potential client lists.
    • Presents and explains insurance policy options based upon prospective client needs and their personal goals.
    • Meet new business production goals and objectives as established.

    REQUIREMENTS

    • Positive Attitude!
    • Quick Learner!
    • Strong communication skills, both oral and written.
    • Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
    • Possess an upbeat, positive and enthusiastic attitude.
    • Follow through and exceed current and prospective client expectations.
    • 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.
    • Ability to obtain or possess an active Life & Health Insurance license.
    • Strong work ethic and leadership skills.