MUST HAVE 1+ Years Of Successful Office Experience!!

Here at The Novato Insurance Agency our office is rapidly growing and we are looking to train the right individual to fit right into our company. We are currently seeking to fulfill a full-time position. Our Customer Service Representative will be responsible to provide exceptional customer service to our current clients and new prospects when they call in for assistance. 

Competitive Hourly Rate + Bonus Opportunities with Growth Potential!!

As a member of our team you will enjoy the following benefits:

• 401K Plan
• Paid Holidays Off
• Life, Critical Illness, and Accident Plans Offered
• No Weekends
• Extra Bonus Opportunities

*All applicants will receive an online personality assessment immediately after applying*

*Only applicants that have completed the assessment will be considered for this position*

Salary Range: $40,000.00 - $60,000.00 per year

Benefits

*Must Have an Active Property and Casualty License or have the ability the obtain a Property and Casualty License*

• Career minded vision.
• Possess an upbeat, positive and enthusiastic attitude.
• Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
• Proficiency to multi-task, follow-thru and follow-up.
• Professional phone etiquette.

• Process customer policy change requests.
• Handle all incoming claim calls from customers.
• Complete Evidence of Insurance requests.
• Answer incoming phone calls on the first ring.
• Claims follow up calls.
• 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.
• Responsible for Agency Retention program
• 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.