Job Description

Our office 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. [Office located in Carlsbad]

Salary: $13.00 - $17.00 per hour

Benefits

Paid Holidays

Base Salary with Commissions 

Bonus Opportunities

Holidays Off

Career Development & Growth

Team Building Activities

Hands On Training

Responsibilities

SUMMARY

Customer Service and Sales Representatives (CSSR) work to maximize positive customer experiences by responding to customer inquiries or complaints regarding the company's products or services. They will communicate with internal and external customers about basic underwriting guidelines, policies, and marketing initiatives to service customer accounts. 

Additionally, Customer Service and Sales Representatives will analyze, clarify, and resolve policy and account-related questions. The position of the Customer Service and Sales Representative offers not only the opportunity for retention but agency growth through the expansion of a household by means of cross-selling multiple lines. This action will generate greater retention within the agency as well as new business growth.

CORE JOB DUTIES INCLUDE (BUT ARE NOT LIMITED TO):

• - Become insurance licensed in ''Property & Casualty'' and ''Life'' (required)

• - Determine customer requirements and expectations in order to help the customer identify specific products and solutions

• - Solicit, sell and negotiate new business policies

• - Review renewal business and identify appropriate follow-up action based on degree of change

• - Cross-sell/up-sell products to existing customers

• - Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken

• - Assist with the annual review process by contacting customers and preparing personalized customer coverage recommendations based on customers' needs

• - Perform risk analysis and underwriting

• - Client/Claims liaison

• - Refer unresolved customer grievances or complex customer interactions to senior team member

• - Monitor calling activity and production for agency marketers

• - Implement/adhere to company and Agency guidelines

• - General customer service duties as presented

• - Performs other duties as assigned

Requirements

CORE COMPETENCIES

• - Business Results: Able to meet individual performance metrics and goals.

• - Multi-tasking: Able to successfully juggle multiple priorities at any given time.

• - Attention to Detail: Maintain accurate and descriptive accounts of all customer interactions.

• - Communication: Possess outstanding written and verbal communication skills.

• - Job Knowledge: Understand basic product, billing, underwriting, and processing guidelines.

• - Teamwork: Accept feedback when offered and work well with others.

• - Problem solving: Able to research and identify timely solutions to customer-related problems.

PHYSICAL ENVIRONMENT

• - Required job duties are normally performed in a climate-controlled office environment.

PREFERRED SKILLS AND ABILITIES

• - Four-year college degree highly preferred. High school diploma or equivalent required. Previous customer service experience is highly preferred. 

• - Ideal candidate will have basic PC skills, basic math skills, strong analytical capability, conflict resolution skills, the ability to multitask, bilingual, and strong verbal and written communication skills.

OTHER DETAILS

Note: This position may require having the flexibility to work nonstandard hours/shifts and having the ability to adhere to a structured schedule.