Job Description

Join the Carlos Solis Farmers Agency in Lemon Grove, CA. 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 preferred.

Compensation:

Base salary + commissions + bonus

Benefits

Mon-Fri Schedule

Career Growth Opportunities

Paid Time Off (PTO)

Responsibilities

• Process customer policy change requests.
• 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.
• Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems.
• 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.
• Grow sales revenue by utilizing phone, email and potential client lists.
• Provides on-going support to insurance clients as needed.
• Provide customers with additional information about new products and services.
• Stay up-to-date on industry market trends and best practices

Requirements

• Bilingual preferred but not required.
• P&C and L&H Licensed preferred
• Must obtain or be willing to obtain California Property & Casualty, and Life & Health licenses Licensing fees covered by agency.
• Possess an upbeat, positive and enthusiastic attitude.
• Proficiency to multi-task, follow-thru and follow-up.
• Great Customer Service Skills.
• Driven and goal-oriented individual.
• Ability to tactfully handle stressful and difficult situations.