Hector Gonzalez- Farmers Insurance Agency

Customer Service Representative


Job Overview

If you have experience in the insurance industry, Hector Gonzalez- Farmers Insurance Agency invites you to apply for this position. We challenge you to strive to meet your potential and are looking for someone who has the ambition to thrive. We are a successful insurance agency that is looking to expand their insurance sales team. If you are an energetic professional interested in helping our business grow through outstanding customer experience and insurance sales-driven conversation, then apply today.

Salary Range: $20,000.00 - $55,000.00 per year

Benefits

Annual Base Salary Based on Experience

Bonus Opportunities

Holidays Off

Hands On Training

Performance Bonuses

Office Snacks & Coffee

Dental Insurance

Vision 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.

Must have ability to multi-task.

Must be highly self-motivated.

Career minded vision.

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 work ethic and leadership skills.

Bilingual, fluent in both English and Spanish *

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 lead and motivate others, set a good example, and inspire others.

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

Responsibilities
  • Meet new business production goals and objectives as established.
  • Develop insurance quotes, makes sales presentations, and closes sales.
  • Develop ongoing networking relationships with Real Estate Agents, Mortgage Lenders, Title Companies, Auto Dealers, etc.
  • Process customer policy change requests.
  • Secure all Trailing Documents from customers.
  • Handle all incoming claim calls from customers.
  • Complete Evidence of Insurance requests.
  • 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.
  • Answer incoming phone calls on the first ring.
  • Return all phone messages promptly.
  • 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.
  • Prospecting and generating new business through leads & referral sources.
  • Generating insurance quotes.
  • Provide exceptional customer service.
  • Be outstanding at relationship building.
  • Maintain client relationships with follow up phone calls.
  • Foster strong relationships with our customers to maintain a high level of client retention and product loyalty.
  • Grow sales revenue by utilizing phone, email and potential client lists.
  • Provides on-going support to insurance clients as needed.
  • Stay up-to-date on industry market trends and best practices
  • Assess and identify the wants and needs of your customer(s) over the phone
  • Educate clients on the insurance policies that best suit their needs
  • Provide policies to new clients and explain benefits/risks of the policy

Remote Type: No
Job Type: Full-Time, Part-Time
Job Category: Customer Service Representative
Location: Santa Ana,CA,92805,US

Apply Here


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