Customer Service Specialist - Jessica Connally Farmers Insurance

Join us and grow your career to new heights. Connally Insurance is a local Farmers Agency in Monterey, California, and is looking for a confident, experienced office professional to join our team. In this Full-Time position, you will be responsible for answering customer questions, managing projects and confidently helping our clients. We are a dedicated and driven team with a focus on providing each of our customers with amazing customer service. If you are looking for a new opportunity to grow, this may be the role for you. Your positive attitude and knowledge of products and services will make you an amazing asset to our customers. If you are ready to grow your career, Apply Today!

Hourly Base Salary Based on Experience

Evenings Off

Career Growth Opportunities

No Weekends

401K

Hands on Training

Responsibilities

• Answer incoming phone calls in a friendly manner.
• Process customer policy change requests.
• Secure all Trailing Documents from customers.
• Complete Evidence of Insurance requests.
• Document each customer contact in our client management system.
• Immediately greet all customers, entering the office, in a friendly and helpful manner.
• Take premium payments from customers.
• Answer incoming phone calls on the first ring.
• Return all phone messages promptly.
• Thoroughly understand and follow all underwriting, rating and compliance requirements.
• Provide exceptional customer service and support.
• Develop and maintain client relationships.
• Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.
• Assess and identify the wants and needs of your customer(s) over the phone.

• Possess an upbeat, positive and enthusiastic attitude.
• Be a great self-starter with a sense of urgency.
• Excellent Communication/interpersonal skills.
• Must have ability to multi-task.
• Professional phone etiquette.
• Exceptional Business Writing and Editing Skills.
• Great Customer Service Skills.
• Works well with other employees and is a team player with a positive attitude.