Aaron Thach Insurance Agency

Customer Service Representative


Job Overview

As a Customer Service Representative, you will be the front line of our agency, playing a vital role in ensuring our clients have a positive and seamless experience. You will be responsible for a variety of tasks, including answering phones, processing payments, managing client retention, identifying opportunities to cross-sell additional products, and closing warm leads from our existing customer base. This role requires a strong commitment to customer satisfaction, excellent communication skills, and the ability to work effectively in a fast-paced environment.

Salary Range: $40,000.00 - $80,000.00 per year

Benefits

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Flexible Schedule

Health Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Requirements

Insurance Licensing: Must be willing to obtain a Property & Casualty license. CA licensing is a plus.


Experience: Previous experience in a customer service or sales role is preferred. Experience in the insurance or financial services industry is a bonus.


Skills:


Excellent verbal and written communication skills.


Strong interpersonal skills and a genuine desire to help others.


Ability to multitask, prioritize, and manage time effectively.


Proficient in using computer systems and software (e.g., Microsoft Office Suite, CRM software).


Detail-oriented and highly organized.


Proven ability to work independently as well as part of a team.

Responsibilities

Customer Service & Support: Serve as the primary point of contact for client inquiries, providing friendly, professional, and efficient assistance via phone and in-person. Address client questions and concerns regarding their policies, billing, and coverage.


Payment Processing: Accurately and securely process policy payments and assist clients with billing-related questions.


Client Retention: Proactively engage with clients to build strong relationships, ensure their needs are met, and prevent policy cancellations.


Cross-Selling: Identify and capitalize on opportunities to cross-sell additional Farmers Insurance products (e.g., auto, home, life, business insurance) to existing clients.


Warm Lead Conversion: Follow up on and close warm leads generated from our existing client base, providing policy quotes and completing the sales process.


Documentation & Administration: Maintain accurate and detailed records of all client interactions and transactions in our agency management system.


Team Collaboration: Work closely with the agency owner and other team members to meet agency goals and contribute to a positive and productive work environment.


Remote Type: No
Job Type: Full-Time
Job Category: Insurance Sales
Location: 82 West Manor Drive,Pacifica,CA,94044,US

About Us

Farmers Insurance® has a longstanding commitment to diversity and inclusion, which serves as the foundation of our culture and helps guide the organization in its mission to make a difference in the communities where we live and work. In order to meet our goal of being the leader in innovating for customers whenever and wherever they need us, we recognize we must value and celebrate the unique potential of every individual person with whom we interact. We embrace new ideas, question the status quo, and put the customer at the heart of what we do. Through corporate and agency initiatives, Farmers® and its representatives continue to focus on nurturing a diverse and inclusive culture, strengthening priorities around diversity, and giving back and supporting the communities we are proud to serve through advocacy and volunteerism.

Why Join Us

Our story began in 1928 with the simple goal of insuring the vehicles of rural farmers but as the world changed, so did we. Farmers now provides insurance for home, auto, business, recreational, life and financial services to more than 5 million households, generating approximately $19 billion in annual premium.

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