Insurance Customer Service Representative

CLAUDIA TORRES INSURANCE AGENCY

Riverside, CA

$18 to $21 Hourly
Full-Time

Job Description

We are looking for an experienced insurance customer service representative to connect with our insurance customers. In this role, you will be responsible for answering customer queries, dealing with complaints, and providing potential customers with detailed information about our products. You may also be required to review a customer’s policy and direct calls to sales agents when a policy needs to be initiated or upgraded.

WHY JOIN TEAM TORRES?

This position is a perfect fit if you are:

Have a professional demeanor and be friendly with a positive attitude.
Are dependable and trustworthy.
Possesses excellent customer service skills and is proactive in solving problems.
Has the ability to multitask and work well under pressure.
Has the ability to be flexible and work in an evolving environment.

JOB DESCRIPTION
We are seeking a professional and personable Customer Service Representative to join our team. In this role, you will be responsible for ensuring that each customer has a positive experience when reaching out to our agency. You will respond promptly to inquiries, maintain accurate records, and generally provide excellent customer service. The ideal candidate is detail-oriented, friendly, and familiar with insurance products.

RESPONSIBILITIES

Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, and providing documentation.
Answer customer calls and correspondence regarding new or existing insurance policies and service all claims.
Work with new clients or support a producer to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary.
Set appointments and/or client calls or support a producer to review existing policies, review liability limits and exposures, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.
Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation.
Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution.
Review audits or policies; verify accuracy and facilitate corrections, as needed, between client and carrier.
Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.
Collaborate with team members, mentor staff, provide expertise; answer questions, and participate in formal and informal meetings as needed.

DESIRED QUALIFICATIONS

Hold the insurance license required by your state and have a minimum of two years of commercial lines insurance account management experience.
Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects.
Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills as well as excellent math and reading skills to perform calculations.
Possess a sense of urgency, attention to detail, organization, multi-tasking, and follow-up skills, and the ability to handle difficult situations with customers and solve complex problems without direct supervision.
Have excellent time management skills with a personal accountability mindset as well as technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation.
Recommending and cross-selling available products.
Other duties as assigned.

BENEFITS/PERKS:

Competitive Pay + Commission
Bonus Opportunities
Professional Development
Job Stability in a growing industry

PHYSICAL DEMANDS
Sitting for long periods. Dexterity and coordination to handle files and single pieces of paper; occasional lifting of items weighing up to twenty-five pounds such as files, stacks of paper, references, and other materials. Moving from place to place within the office, some reach for items above and below desk level. Strength, dexterity, coordination, and vision to use the keyboard and computer for prolonged periods.

WORKING CONDITIONS
Generally clean work environment with limited exposure to conditions such as dust, fumes, odors, or noise.

APPLICATION PROCESS
All applicants are required to apply online. This recruitment will be open until filled or until a sufficient number of applications have been received.

Applications must be complete and demonstrate that the minimum qualifications are met. All statements made on the application are subject to investigation and verification. Resumes may be attached to the completed application form as supplemental information and will not be accepted instead of an official application form. Applications will be screened and the most qualified candidates who best match the needs of the Agency will be invited to compete further in the examination process.

SUCCESSFUL CANDIDATES SHALL BE REQUIRED TO:

Pass a reference check and background verification. References will not be contacted until a mutual interest has been established.
Provide proof of a valid California driver's license and be insurable may be required.

Questions please contact our Recruitment Specialist at careers@claudiatorresagency.com