Customer Service Representative

Full Time
Walnut Creek, CA 94597
$18 - $22 an hour
Posted
Job description

Job Description

Come grow with us! We are proactively looking for a motivated and goal oriented individual with an entrepreneurial spirit to continue to build our business. You will be responsible for being the first point of contact within the agency by answering the phone and providing great customer service. This is a part-time position that pays a competitive hourly wage with the anticipation of becoming full-time in 6-9 months. Obtaining your insurance license within the first 3 months will be required. Room for growth within the agency and uncapped earning potential, for those looking for a great career. All who apply will automatically be emailed a link to an online assessment. You must complete the assessment to be considered.

Salary Range: $18.00 - $22.00 per hour


Benefits
  • Salary range based on experience, flexible work schedule.
  • Part-time with potential to increase hours in 6-9 months.
  • Bonus Opportunities,
  • Once full-time, Paid Time Off (PTO-accrued) with an additional 24 hours per year earmarked for volunteer activities. We believe everything you do outside of work adds to who you are at work.
  • Licensing Assistance Agency will reimburse a portion of the costs of licensure.

Responsibilities


As the Customer Service Representative, you will be working directly with the office manager to build strong relationships with existing clients and manage all contact information for the agency. Your day-to-day responsibilities will include:

  • Provides great customer service to assigned policyholders.
  • Aids in preparing annual review appointments for Agent.
  • Reviews cancellation and renewal lists on a weekly basis to ensure a high level of retention and profitability. Makes calls, emails and sends letter when appropriate on cancellations and renewal changes.
  • Sets up a minimum of 8 appointments per week between new and existing clients.
  • Keeps policy and database information up to date.
  • Coordinates thank you/welcome letter for new households.
  • Processes customer payments and understands Farmers billing systems.
  • Manages accord forms for personal and business customers.

Requirements


As a Customer Service Representative, you will need to demonstrate a willingness to learn, be intuitive and resourceful. Qualifications include:

  • Excellent follow-up and multi-tasking skills
  • Self starter with a strong sense of urgency and initiative to get things done
  • Being an ambitious individual motivated by opportunity for advancement
  • Excellent written and verbal communication skills
  • Demonstrate ability to build strong relationships from a cold' start.
  • Prior insurance experience preferred, but not required.
  • High school diploma or GED is required, Bachelor's degree preferred.
  • A Property & Casualty license is preferred but will train good individual.
  • Career minded applicants desired.

Development and Advancement Opportunities

This position provides the opportunity to advance within the agency and is the entry point into the insurance industry. Based on your level of interest in the different areas of the agency, growth potential is limitless. Through your employment you will learn both how insurance works as well as how a small business operates. Over time, your knowledge around insurance will grow and allow you to try new areas within the agency or start your own.

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