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Licensed Insurance CSR/ Customer Service Sales Rep

Company: Farmers District Office- San Diego
Location: San Diego
Posted on: September 15, 2021

Job Description:

Licensed Insurance Customer Service Sales Representative-CSR

As a CSR with Farmers Insurance, you're responsible for working closely with the agent to service customers and help grow the agency. You'll provide important assistance with everything from policy administration to renewal preparation, cross-selling and marketing coordination.


In addition, you will work under the direction of the Agency Owner– learning to solicit, quote, and bind coverage to help customers manage their unique insurance and financial needs. This position is designed to give you on-the-job training and development which will enable you to take on more opportunities for advancement.


Additional Duties:

  • Provide timely and accurate feedback to client inquiries on existing policies with regards to policy amendments, billing, claims and upcoming renewals.
  • Participate in the renewal cycle from start to finish; gather update account information, compile submissions and secure renewal quotes.
  • Must be passionate about Consultative SALES and building customer relationships!
  • Handling service requests, processing necessary paperwork, and answering incoming calls.
  • All other duties as determined by Agent.
  • Build relationships with new and existing customers
  • Proactively identify and act on cross-sell opportunities
  • Provide excellent customer service
  • Prospect and generate new business through leads and referrals


Customer Service Representative/ Producer Qualifications:

  • Property & Casualty and/or Life & Health license
  • Previous sales experience is preferred
  • Confident, self-starter who works well independently
  • Proficient in Microsoft Office products
  • One year minimum insurance experience preferred
  • Associates degree or higher preferred but will consider extensive sales experience over education



This is not just a customer service position; you will be expected to be a strong performing cross-sale professional also.

Only apply if sales and customer service is something you are good at and enjoy!


Salaried Plus Commissions

Keywords: Farmers District Office- San Diego, San Diego , Licensed Insurance CSR/ Customer Service Sales Rep, Other , San Diego, California

Click here to apply!

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