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Gail Mirchandani Insurance Agency, LLC

Insurance Customer Service Representative Entry Level


Job Overview

Our office is rapidly growing and we are looking to hire a full time individual to fit right into our company. This is an entry level position with an opportunity to learn the business from the ground up. The Customer Service Representative will be our first point of contact answering phones and providing exceptional customer service to our current clients and new prospects.

Insurance industry or office experience and knowledge is not required but would be a greater benefit relating to customers in the beginning for this position. An outgoing personality with a passion for helping people.

Benefits

Paid Time Off (PTO)

Health Insurance

Vision Insurance

Disability Insurance

Parental Leave

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Dental Insurance

Requirements
  • Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
  • Possess an upbeat, positive and enthusiastic attitude.
  • Proficiency to multi-task, follow-thru and follow-up.
  • Excellent Communication/interpersonal skills.
  • A Property & Casualty license is preferred but will train good individual.
  • Professional phone etiquette.
  • Great Customer Service Skills.
  • Problem-Solving Capabilities.
  • Works well with other employees and is a team player with a positive attitude.
Responsibilities
  • Process customer policy change requests.
  • Handle all incoming claim calls from customers.
  • Complete Evidence of Insurance requests
  • Take premium payments from customers.
  • Excellent time management and organizational skills
  • Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
  • Maintain knowledge of new products..
  • Be outstanding at relationship building.
  • Maintain client relationships with follow up phone calls.
  • Schedule appointments for sales staff to meet prospective customers.
  • Provide customers with additional information

Remote Type: No
Job Type: Full-Time
Job Category: Customer Service Representative
Company Location: 3150 CROW CANYON PL STE 100 SAN RAMON, CA 94583
Job Ad Location: San Ramon, CA 94583, US

About Us

Gail Mirchandani Insurance is a premier Farmers Agency in the tri-valley.  We have been in business for 14+ years and among the top 3% of the agents countrywide.  Our agency offers all lines of insurance including Auto, Home, Umbrella, Life and Business.  Our value proposition is the long term relationship with our clients and attention to detail.  We make sure they have the right coverage for their risk at all times with our friendly reviews.  We are proud to give families, individuals and businesses the personal attention they deserve for what matters to them the most. 

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