What are the responsibilities and job description for the Customer Service Representative position at The Baca Agency?
Belen Allstate Agency seeking a qualified CSR like you to join our team.
We're seeking an energetic professional such as yourself, that is interested in helping our business grow, Maintaining customer base through excellent customer service, Answering calls, Customer reviews, Cross Selling the book, and providing remarkable customer experience.
If you are a motivated self starter, then this is your opportunity for a rewarding career with growth potential.
And we invite you to* Apply Now.*
Benefits
- Paid Vacation
- Paid Holidays off
- Opportunity for Commissions Bonus
Responsibilities
- Complete Evidence of Insurance requests.
- Seek out new customers and complete insurance policy quotes daily
- Provide timely and accurate feedback to client insurance inquiries on existing insurance policies with regard to insurance policy amendments, billing, claims, and upcoming renewals.
- Immediately greet all customers, entering the office, in a friendly and helpful manner.
- Take premium payments from customers.
- Thoroughly understand and follow all underwriting, rating and compliance requirements.
- Process customer policy change requests.
- Secure all Trailing Documents from customers.
- Take premium payments from customers.
- Treat each customer contact as a cross and up-sell opportunity including financial products.
- Answer incoming phone calls on the first ring.
- Return all phone messages promptly.
- Thoroughly understand and follow all underwriting, rating and compliance requirements.
- Maintain client relationships with follow up phone calls.
- Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems.
- Foster strong relationships with our customers to maintain a high level of client retention and product loyalty.
- Provides on-going support to insurance clients as needed.
- Presents and explains insurance policy options based upon prospective client needs and their personal goals.
- Assess and identify the wants and needs of your customer(s) over the phone
- Educate clients on the insurance policies that best suit their needs
Requirements
- Property & Casualty License may eventually be required; study and exam assistance provided
- Customer Service Experience preferred
- Possess a genuine willingness to learn, be intuitive, resourceful and be coachable.
- Possess an upbeat, positive and enthusiastic attitude.
- Excellent Communication/interpersonal skills.
- Confident, self-starter who works well independently.
- Bilingual is a plus
Job Types: Full-time, Part-time
Pay: From $15.00 per hour
Benefits:
- On-the-job training
- Paid time off
Experience:
- Customer service: 1 year (Preferred)
Work Location: In person
Salary : $15