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Insurance Customer Service Representative

Company: Sariah's State Farm Agency
Location: Santa Ana
Posted on: June 20, 2022

Job Description:

Job DescriptionWE ARE LOCATED IN SANTA ANA, CAA little bit about our office - We offer free Business Insurance, Commercial Auto Insurance, Homeowners Insurance, Renters Insurance, Pet Insurance, Condo Insurance, Health Insurance & Life Insurance quotes. Our clients are always happy with the help of any of our 4 Licensed Agents in the office who are always willing and ready to help. We are bilingual, English/Spanish. We offer in person & online appointments.We are currently seeking an Insurance Customer Service Representative to add to our teamDuties & Responsibilities -

  • Establish customer relationships and follow up with customers, as needed.
  • Learning and understanding company insurance products to be able to explain to customers.
  • Answering calls and responding to customer requests.
  • Accessing customer accounts and making changes.
  • Providing customers with detailed information about policies, products & billing.
  • Use a customer-focused, needs-based review process to educate customers about insurance product options.
  • Forwarding customers to sales agents when a policy needs to be initiated or upgraded.Expectations & Requirements -
    • Interest in marketing products and services based on customer needs
    • Proactive in problem-solving
    • Detail oriented & organized
    • Able to learn computer functions
    • Bilingual - Spanish (preferred)
    • Property and Casualty license (preferred)
    • Life and Health license (preferred)
    • Patient & dedicated to providing excellent customer service
    • Maintain a strong work ethic with a total commitment to success each and every day

Keywords: Sariah's State Farm Agency, Santa Ana , Insurance Customer Service Representative, Sales , Santa Ana, California

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