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Insurance Customer Service Representative

Sorenson Insurance Ventura ,CA
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

 

Seeking an Insurance CSR to join the team of a well-established and continuously growing brokerage.  Having been of service for over 40 years, we consider our customers our pride and joy. Our customers know us to be a company that is committed to delivering unmatched customer service and attention to detail, providing a sense of ease and confidence that we have them covered.

Looking for enthusiasm, dedication, and reliability; someone who enjoys adding positive energy and professionalism to every customer interaction, one who has never lost their curiosity and desire to learn new things, and, someone who takes pride in their attention to detail and clear communications, both written and verbal. We are looking for a team player who strives to achieve success for both the company and the customer, and who has confidence in being able to solve problems and self-manage wherever possible. This position has good growth opportunities and we offer competitive pay to ensure you have a thriving career.

 

Responsibilities:

  • Assist clients with questions; obtain information relative to rating (property details)

  • Research property details

  • Type and issue documents

  • Submit and track endorsement requests

  • Assure accuracy of documents issued by General Agent

  • Data entry; policy tracking and management

  • Print and mail renewal invoices and monthly reports

  • Submit and track claims

 

Responsibilities as Licensed CSR:

  • Discuss insurance needs and options with clients; review existing coverages if applicable

  • Assist client in determining the proper coverage

  • Issue quotes, binders and invoices

 

Your Skills:

  • Knowledge of homeowner, dwelling fire and liability insurance

  • Punctual, dependable, self-motivated

  • Ability to multi-task and appropriately prioritize work

  • Strong problem-solving skills with a desire to resolve incoming inquiries

  • Comfortable working independently as well as in a team

  • Fluent in English

  • Proficient in Microsoft Office Suite

  • Familiarity with the Mac operating system

 

Preferences

  • 2 Years of Industry Experience

  • Has California Property & Casualty License or willing to obtain it within 3 months

  • Able to type 65+ words per minute

 

This is a full-time office position located in Ventura. Hours 8:30 am - 5:00 pm. Starting salary $35,000-$40,000 depending on experience.

Sorenson Insurance

Why Work Here?

Room for growth and a good work / life balance!

Address

290 Maple Ct
Ventura, CA
USA