Insurance - Customer Service Representative

Are you looking for an opportunity to put your skills to better use?

Wallace Wong-Farmers Insurance in Pleasanton, California, is looking for a positive, enthusiastic individual to join our outstanding team as a Full-Time Insurance Customer Service Representative. You will be using your professional demeanor, willingness to learn, and excellent communication skills to service new and existing accounts to achieve agency sales goals and service standards. Whether you have experience in the insurance industry or are looking to start down a new career path, this is the place for you.

No Previous Insurance Experience? No problem!

If you have proven your customer service and communication skills in another industry and are ready to learn and grow, we can teach you everything you need to know about insurance. We will even pay for you to get your insurance license.

Entry-level applicants will begin with a $35,000 base salary and can earn at least an additional $10,000 in commission during their first year.

Are you a Licensed Insurance Customer Service Representative? Amazing!

If you are an experienced and licensed insurance customer service representative looking for a new opportunity, this is the place for you. Experienced applicants start with a $40,000 base salary and top performers earned an additional $20,000 in commission last year. Your commission earnings are unlimited! You will also benefit from additional training and development opportunities, making this the perfect opportunity to transfer your skills to our agency and grow your skills. We know you will be committed to providing the best possible service to our awesome clients.

If you are enthusiastic, willing to learn, and ready to provide an amazing experience for each of your clients, this is the role for you. Apply today!

Annual Base Salary Commission Bonus Opportunities

Paid Time Off (PTO)

Flexible Schedule

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

• Create insurance quotes.
• Process customer policy change requests.
• Secure all Trailing Documents from customers.
• Handle all incoming claim calls from customers and follow-up.
• Complete Evidence of Insurance requests.
• Document each customer contact in CRM.
• Take premium payments from customers.
• Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
• Answer incoming phone calls on the first ring.
• Return all phone messages promptly.
• Thoroughly understand and follow all underwriting, rating and compliance requirements.
• Maintain knowledge of new products and services.
• Provide exceptional customer service and support.
• Be outstanding at relationship building.
• Develop and maintain client relationships.
• Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems.
• Provides on-going support to insurance clients as needed.
• Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.
• Handle customer renewals.

• Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
• Possess an upbeat, positive and enthusiastic attitude.
• Be a great self-starter with a sense of urgency.
• Proficiency to multi-task, follow-thru and follow-up.
• Excellent Communication/interpersonal skills.
• Confident, self-starter who works well independently.
• Must have ability to multi-task.
• Must be highly self-motivated.
• Professional phone etiquette.exceed current and prospective client expectations.
• Excellent Spelling and Grammar 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.
• Bilingual, fluent in both English and Spanish is beneficial.
• No insurance experience required but must be willing to learn