Job Description

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

This is NOT a remote position, but we adhere to CDC Covid-19 requirements- mask wearing, 6 feet apart, etc.  

Salary: $19.00 - $23.00 per hour

Benefits

Paid Holidays

Bonus Opportunities

Paid Time Off (PTO)

Weekends Off

Professional Work Environment

Responsibilities

• Solicits for new business via telephone, networking, and other lead sources.
• Develop ongoing networking relationships with Real Estate Agents, Mortgage Lenders, Title Companies, Auto Dealers, etc.
• 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.
• Ask each customer for referrals and explain our referral program.
• Treat each customer contact as a cross and up-sell opportunity including financial products.
• Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
• Answer incoming phone calls on the first ring.
• Return all phone messages promptly.
• Share training and education knowledge and expertise with team members.
• Maintain knowledge of new products.
• Prospecting and generating new business through leads & referral sources.
• Provide exceptional customer service.
• Be outstanding at relationship building.
• Maintain client relationships with follow up phone calls.
• Maintains inventory of office supplies and forms - places orders weekly.
• Claims follow up calls.
• Cold call, direct email and perform other lead generation activities.
• Obtain prospects information such as name, address, vehicle information and enter into quote sheets.
• Informs customers of promotions and new or upgraded products using prepared scripts.
• Maintains phone time or sales quotas as determined by management.
• Schedule appointments for sales staff to meet prospective customers.
• Contact businesses and private individuals by telephone to promote products, services and/or referral programs.
• Foster strong relationships with our customers to maintain a high level of client retention and product loyalty.
• Provides on-going support to insurance clients as needed.
• Assess and identify the wants and needs of your customer(s) over the phone
• Uphold the wants and needs of your customers

Requirements

• Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
• Possess an upbeat, positive and enthusiastic attitude.
• Be a great self-starter with a sense of urgency.
• Proficiency to multi-task, follow-thru and follow-up.
• Excellent Communication/interpersonal skills.
• Confident, self-starter who works well independently.
• Must have ability to multi-task.
• A Property & Casualty license is preferred but will train good individual.
• Professional phone etiquette.
• Follow through and exceed current and prospective client expectations.
• 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.
• Display leadership competencies, including ability to delegate, engage, and inspire others.
• Strong work ethic and leadership skills.
• Strong communication skills, both oral and written.
• Driven and goal-oriented individual.
• Ability to tactfully handle stressful and difficult situations.
• Bilingual, fluent in both English and Spanish is beneficial.
• No insurance experience required but must be willing to learn