Insurance Customer Service Representative

Benefits:

• Bonus based on performance
• Competitive salary
• Flexible schedule
• Paid time off
• Parental leave

Join our vibrant team at the Chelsea Cabanillas Agency - a leading insurance provider specializing in personal lines insurance such as home, auto, and life insurance. Located at Tatum and Greenway in North Phoenix, we're seeking a dynamic and motivated Customer Service Representative (CSR) to provide a top-notch service experience for our clients.

Working Hours and Flexibility

• Primarily an in-office position with working hours from Monday- Thursday (9AM to 5pm) and Friday (8:30AM- 4pm). However, we value work-life balance and are open to flexible schedules that include working from home once we are familiar with your work style and abilities.

Transportation Support:

• To assist with your commute, we offer a $200 monthly gas card allowance.

Our Core Values:

Our company thrives on the following principles:

1. Be Kind
2. Be Curious
3. Be Intentional
4. Be Reliable
5. Be Joyful

These values are integral to our operations and contribute to our reputation as a high-performing agency. If you align with these values, you might be just the person we're looking for!

Perks/Benefits:

• Immediate Eligibility for Paid Time Off (PTO)
• Paid Volunteer Time Off (VTO)
• Monthly Gas Card Allowance
• Monthly Paid Lunch Meeting
• Opportunity to Earn "Work from Home" Days
• Quarterly Team Building Outings
• Life Insurance Benefits
• Vision, Dental and Short Term Disability Benefits (employee funded for the first 12 months)
• Reimbursement for Insurance License Study Materials and one Exam Fee (upon passing)

Job Description:

The Customer Service Representative (CSR) will be a key player in delivering a superior experience for our customers that extends beyond the initial insurance purchase. The CSR will assist in both service-related and sales-related tasks, developing long-term relationships with our clients and ensuring our service matches our commitment to excellence.

Primary Responsibilities:

• Assist with incoming calls
• Handle rate change reviews
• Address claims concerns and questions
• Assist with billing inquiries and policy transactions
• Manage our Personal Insurance Review program
• Assist with quoting personal lines insurance, preparing quotes for the sales team
• Build relationships with referral partners (mortgage lenders, real estate agents, etc.)

Skills and Traits:

• Positive and upbeat attitude
• Strong communication skills
• Excellent follow-up abilities
• Ability to prioritize and adapt to changes
• Efficient work habits
• Quick to transition between tasks
• Open to coaching and accountability
• Fast learner
• Friendly and approachable
• Detail-oriented

Qualifications:

• High School Diploma (required)
• Associate or Bachelor's Degree (preferred but not required)
• Property and Casualty Insurance License required within 30 days of hire
• Life License required within 90 days of hire

Please note that candidates will not officially start in-office until they have obtained their Property and Casualty License. Study materials and one exam fee will be reimbursed upon passing.

Jump-start your career by joining a team that prides itself on providing superior service to its clients. Apply today!

Flexible work from home options available.