SUMMARY

Agency Location: Rancho Bernardo, San Diego County

 

Customer Service and Sales Representatives (CSSR) work to maximize positive customer experiences by responding to customer inquiries or complaints regarding the company's products or services. They will communicate with internal and external customers about basic underwriting guidelines, policies, and marketing initiatives to service customer accounts. Additionally, CSSR’s will analyze, clarify, and resolve policy and account-related questions. The position of the CSSR offers not only the opportunity for retention but agency growth through the expansion of a household by means of cross-selling multiple lines. This action will generate greater retention within the agency as well as new business growth.

 

CORE COMPETENCIES

 

Business Results: Able to meet individual performance metrics and goals.

Multi-tasking: Able to successfully juggle multiple priorities at any given time.

Attention to Detail: Maintain accurate and descriptive accounts of all customer interactions (Apex).

Communication: Possess outstanding written and verbal communication skills.

Job Knowledge: Understand basic product, billing, underwriting, and processing guidelines. Teamwork: Accept feedback when offered and work well with others.

Problem solving: Able to research and identify timely solutions to customer-related problems.

 

PHYSICAL ENVIRONMENT

Required job duties are normally performed in a climate-controlled office environment. 

Salary Range: $25.00 per hour

Benefits

Hourly Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Mon-Fri Schedule

Career Growth Opportunities

Evenings Off

Qualifications

The ideal Customer Service Professional will have:

• Currently licensed (or ability to reinstate) Property and Casualty Insurance, CA state
• Prior insurance experience
• Strong organization, time management and follow-through skills
• Good computer skills including the ability to quickly learn new systems
• High level of accuracy and attention to detail
• Positive attitude and genuine desire to want to help clients
• Work well independently and in a team environment
• Dependable and available to work normal business hours

CORE JOB DUTIES INCLUDE (BUT ARE NOT LIMITED TO):

 

• Licensed in Property & Casualty
• Determine customer requirements and expectations in order to help the customer identify specific products and solutions
• Solicit, sell and negotiate new business policies
• Review renewal business and identify appropriate follow-up action based on degree of change
• Cross-sell/up-sell products to existing customers
• Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken
• Assist with the annual review process by contacting customers and preparing personalized customer coverage recommendations based on customers’ needs
• Perform risk analysis and underwriting
• Client/Claims liaison
• Refer unresolved customer grievances or complex customer interactions to senior team member
• Implement/adhere to company and Agency guidelines
• General customer service duties as presented
• Performs other duties as assigned