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Daiju Yoshino- Farmers Insurance Agency

Customer Service/Account Manager


Job Overview

Join a team that cares about both our clients and you!

Daiju Yoshino - Farmers Insurance Agency in SAN DIEGO, California, is looking for an experienced and committed individual to join our team as a Full-Time Commercial Lines Insurance Account Manager.

In this role, you will be responsible for managing a portfolio of commercial insurance accounts to maintain strong business relationships and ensure client satisfaction. You will play a vital role in managing and growing our commercial insurance client base to ensure their assets are protected.

If you have excellent customer service skills and are committed to providing clients with the best value and coverage, this is the role for you. We know that with your positive attitude, proactive sales skills, and dedication, you will be a perfect fit for this role.

Apply now to join our team and begin a role with excellent career growth and earning potential.

Salary Range: $20.00 per hour

Benefits

Hourly Base Salary + Commission + Bonus Opportunities

Mon-Fri Schedule

Hands on Training

Requirements

Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.

Possess an upbeat, positive and enthusiastic attitude.

Be a great self-starter with a sense of urgency.

Proficiency to multi-task, follow-thru and follow-up.

Excellent Communication/interpersonal skills.

Must have ability to multi-task.

Professional phone etiquette.

Career minded vision.

Follow through and exceed current and prospective client expectations.

Great Customer Service Skills.

Problem-Solving Capabilities.

Works well with other employees and is a team player with a positive attitude.

A Property & Casualty insurance license is required.

Strong communication skills, both oral and written.

Ability to tactfully handle stressful and difficult situations.

Be capable of handling customer rejection.

Enthusiasm, optimism, and a willingness to see the good in every situation.

Commitment to excellence, willingness to work hard, and willingness to go the extra mile.

Ability to take initiative, be proactive, and think outside the box.

Ability to adapt to change, learn new things quickly, and work in a fast-paced environment.

Ability to identify and solve problems, think critically, and make decisions quickly.

Responsibilities

Process customer policy change requests.

Secure all Trailing Documents from customers.

Handle all incoming claim calls from customers and follow-up.

Complete Evidence of Insurance requests.

Develop new Financial Services opportunities.

Document each customer contact in eAgent.

Immediately greet all customers, entering the office, in a friendly and helpful manner.

Take premium payments from customers.

Treat each customer contact as a cross and up-sell opportunity including financial products.

Verify phone numbers, addresses and email addresses with each customer contact and update customer information.

Share training and education knowledge and expertise with team members.

Thoroughly understand and follow all underwriting, rating and compliance requirements.

Maintain knowledge of new products and services.

Generating insurance quotes.

Provide exceptional customer service and support.

Develop and maintain client relationships.

Obtain prospects information such as name, address, vehicle information and enter into quote sheets.

Schedule appointments for sales staff to meet prospective customers.

Foster strong relationships with our customers to maintain a high level of client retention and product loyalty.

Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.

Assess and identify the wants and needs of your customer(s) over the phone.

Participate in regular team meetings and brainstorming sessions.

Attend training and continuing education courses.

Handle customer renewals.


Remote Type: No
Job Type: Full-Time
Job Category: Customer Service
Company Location: 3579 5TH AVE STE 100 SAN DIEGO, CA 92103
Job Ad Location: SAN DIEGO, CA, 92103, USA

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