Customer Service Representative - Cristo Garcia Farmers Insurance

Cristo Garcia Farmers Insurance Agency is seeking a detail-oriented and customer-focused Insurance Customer Service Representative to join our dynamic team. In this role, you will play a crucial part in delivering exceptional customer service while supporting various operational aspects of the agency. Your responsibilities will encompass communication with clients, data entry, claims processing, policy renewals, and overall quality control. The ideal candidate is proactive, organized, and committed to providing excellent service.

Key Qualifications:

• Strong organizational skills and attention to detail.
• Excellent verbal and written communication skills.
• Ability to handle multiple tasks efficiently and manage time effectively.
• Proficiency in using Google Workspace, customer management systems, and other relevant software.
• Customer-focused with the ability to work in a team-oriented environment.
• Experience in customer service or administrative roles

Compensation:

• Base pay starts at $33,280.
• Opportunities for bonuses and performance-based incentives.

Salary Range: $33280.00 - $52000.00 per year

Annual Base Salary + Bonus Opportunities

Dental Insurance

Vision Insurance

Life Insurance

Mon-Fri Schedule

Hands on Training

Health Insurance

Paid Time Off (PTO)

Vacation Time

Responsibilities

• Policy Changes & Data Entry: Process customer policy change requests and ensure accurate input of customer data across systems to manage accounts and support automation.
• Claims Notices: Proactively communicate with customers about their claims and guide them through the process.
• Policy Renewals: Contact customers regarding policy renewals to ensure smooth service continuation.
• Policy Payments: Address upcoming, overdue, or declined payments by reaching out to customers for timely resolution.
• Customer Communication: Manage notices, inquiries, and correspondence across multiple channels, including email and other platforms.
• Appointment Scheduling: Organize appointments for both agency personnel and customers efficiently.
• Quality Control: Ensure accuracy in documents, data entries, and tasks to maintain compliance and operational efficiency.
• Call Handling: Respond to customer inquiries across phone, text, and email, ensuring clear communication.
• Referrals: Direct customers to producers to support sales opportunities and client engagement.
• Agency Support: Assist in various operational tasks to ensure smooth agency functionality.

• Excellent Communication/interpersonal skills.
• Confident, self-starter who works well independently.
• Must have the ability to multi-task.
• Professional phone etiquette.
• Great Customer Service Skills.
• Problem-Solving Capabilities.
• Works well with other employees and is a team player with a positive attitude.
• Strong communication skills, both oral and written.
• Ability to tactfully handle stressful and difficult situations.
• Be capable of handling customer rejection.
• No insurance experience is required but must be willing to learn
• Commitment to excellence, willingness to work hard, and willingness to go the extra mile.
• Ability to take initiative, be proactive, and think outside the box.
• Ability to type 40 words per minute or more.
• Obtain a Property and Casualty insurance license within 60 days.
• Competent in the use of Google Workspace, Adobe, Calendly, and more
• Must be able to use a computer competently