Client Service Representative

Company: Ben Le-Farmers Insurance Agency
Location: Carlsbad
Posted on: May 15, 2022

Job Description:

Job DescriptionOur office is expanding and we are looking to hire the right individual to join our outstanding customer service team. Our Customer Service Representative will be responsible for providing exceptional customer service to our current clients and new prospects, processing policy change requests, maintain knowledge of our products, and answer any questions our clients may have.Insurance industry or office experience and knowledge is not required but would be a greater benefit relating to customers in the beginning for this position.

Responsibilities

• 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.
• Take premium payments from customers.
• Ask each customer for referrals and explain our referral program.
• Maintain knowledge of new products.
• Claims follow up calls.
• Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems.
• Schedule appointments for sales staff to meet prospective customers.
  
  Requirements
  
  
  • Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
  • Possess an upbeat, positive and enthusiastic attitude.
  • Excellent Communication/interpersonal skills.
  • Confident, self-starter who works well independently.
  • Must be highly self-motivated.
  • Professional phone etiquette.

Keywords: Ben Le-Farmers Insurance Agency, San Diego , Client Service Representative, Sales , Carlsbad, California