Insurance Customer Service & Sales Representative - Keith Badiner Farmers Agency

About Us:

At Keith Badiner-Farmers Insurance Agency, we believe in creating a work environment where our employees can thrive and grow. We are a dynamic and customer-focused insurance agency, dedicated to providing exceptional service to our clients.

We value open communication and maintain an open-door policy, ensuring that our team feels heard, valued, and supported. We believe that when our employees are empowered and have a clear understanding of what is going on, they can contribute their best work and make a real impact.

As the agency owner, Keith Badiner fosters a culture of transparency, trust, and collaboration. He is approachable and believes in the power of teamwork. With his leadership, we have built a strong sense of unity, where everyone's input is encouraged and respected.

We are proud to offer a fair amount of training opportunities for all our employees. We know that investing in their professional development is crucial for their growth and success. By constantly enhancing our team's skills and knowledge, we ensure that they are equipped to provide top-notch service to our clients.

Joining our team means becoming part of a supportive and welcoming work family. We value work-life balance and provide a positive and inclusive environment where everyone can thrive. We celebrate our successes together and support each other through challenges.

If you value open communication, continuous learning, and making a difference in the lives of others, we invite you to explore career opportunities at Keith Badiner-Farmers Insurance Agency. Join us in our mission to protect and support our clients, while growing both personally and professionally.

Job Description

We're seeking a pleasant and dedicated Insurance Customer Service & Sales Representative to join our team. As an Insurance Customer Service Representative, you'll be responsible for building and maintaining strong relationships with our clients, answering their questions, and helping them navigate their insurance policies while also recognizing opportunities to cross-sell our current clients. The ideal candidate will have an active Property and Casualty License, insurance knowledge, excellent communication skills, a positive attitude, and a strong desire to help others. In this role, you will have the opportunity to cross-sell our insurance products, update customer information, and work closely with your colleagues in a collaborative environment. The Hourly Wage is Based on Experience: $17 - $23 per hour ($35,360 - $47,840 per year). May make Up to $59,000+ per year (Hourly Wage + Bonuses + Performance + Experience)

Salary Range: $17.00 - $23.00 per hour

Hourly Base Salary + Commission + Bonus Opportunities

Virtual work available after training. Discuss with the hiring manager

Sick Pay

Career Development & Growth

Team Building Activities

Hands on Training

Licensing Financial Assistance

Paid Holidays

401K

Health Insurance Subsidy

Life Insurance Subsidy

Responsibilities

• Build and maintain strong relationships with clients to create a loyal customer base.
• Help customers make the right decision when it comes to choosing an insurance plan that best fits their requirements and goals.
• In everyday operations, use computer systems to process premium payments, review and update policies, handle claims, and make endorsements.
• Continue to look for and recognize opportunities to cross-sell/account rounding.
• Keep accurate records and documentation of client interactions and transactions.
• Issue and distribute insurance documentation such as certificates of insurance (COI), ID cards, and policy endorsements.
• Tactfully handle stressful and difficult situations with empathy.
• Handle confidential information with discretion and follow established protocols.

• High school diploma or equivalency REQUIRED. Associate degree/bachelor's degree is a BONUS
• California Property and Casualty License AND Life License REQUIRED.
• 2+ years of experience in insurance REQUIRED.
• 1+ years of demonstrated success in Sales (phone sales, real estate, banking, inside or outside sales, luxury retail sales, collection agencies, car sales, lenders, servers, bartenders)
• Can show demonstrated experience with Artificial intelligence.
• 1+ years of experience working in an office environment, using a multiline phone system, and utilizing computer software. Proficient typing/data entry skills.
• Demonstrate professionalism over the phone, in writing, and in the office to create a positive work environment and ensure effective communication.
• Displays the highest level of technical and cognitive abilities to ensure accuracy and precision