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Now Hiring - Insurance Customer Service Representative in Orangevale, CA

Insurance Customer Service Representative in Orangevale, CA

Carlin Insurance Agency, Inc.
Base Salary Yes (amount not posted)
Total Comp: NA
Qualifications Years In Sales
Industry: Professional Services
Benefits: yes
Customer Size: all
Car Allowance: no
Sales Cycle: Short
Travel: none
Years Selling in Industry:
Education:
They Sell
To Whom
Location: Orangevale, CA
0

CSR/Agency Producer working for a Farmers Insurance agency. You would assist prospective and existing customers, in both Personal & Commercial lines, with getting the products and/or services they need.

  • · Active CA Property & Casualty Insurance license
  • · Ability to pass a background check.
  • · Previous experience working in the insurance industry.
  • · Strong written and verbal skills
  • · Professional phone etiquette.
  • · Experience with a variety of computer programs (Word, Excel, Outlook, etc.).
  • · Comprehensive knowledge of coverage lines and policy forms
  • · Works well with other employees and is a team player with a positive attitude.
  • · Proficiency in multi-task, follow-thru and follow-up.
  • · Problem-Solving Capabilities.
  • · Ability to tactfully handle stressful and difficult situations.

Responsibilities

CORE JOB DUTIES INCLUDE (BUT ARE NOT LIMITED TO):

  • · Develop insurance quotes, makes sales presentations, and closes sales.
  • · Treat each customer contact as a cross and up-sell opportunity.
  • · Meet with prospective customers.
  • · Meet with existing customers to perform policy reviews.
  • · Thoroughly understand and follow all underwriting, rating and compliance requirements.
  • · Answer inbound phone requests from customers about service-related product information and inquiries.
  • · Assist customers/clients via phone and email regarding pricing inquiries.
  • · Negotiate contracts and handle paperwork (e.g. invoices, orders)
  • · Address clients' questions/concerns by performing as a direct liaison between the clients and the company.
  • · Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken.
  • · Contact businesses and private individuals by telephone to promote products and/or services.
  • · Prospects for new business by following sales leads generated from referrals, networking, marketing, cold-calling, and lead databases.

Job Overview

The Customer Service Representative will work with a wide variety of customers while managing our existing accounts. We are specifically looking for an energetic, goal-driven person with excellent communication and computer skills. Attention to detail, excellent phone etiquette, positive attitude and professionalism are important factors required. Customer service experience is a plus. This position involves a high degree of flexibility and multi-tasking and must be cross-trainable to perform other departmental tasks.

Job Type: Full-time

Pay: From $18.00 per hour

Benefits:

  • Paid time off

Weekly day range:

  • Monday to Friday

Work setting:

  • In-person
  • Office

Ability to commute/relocate:

  • Orangevale, CA 95662: Reliably commute or planning to relocate before starting work (Required)

Experience:

  • Insurance industry: 2 years (Required)

License/Certification:

  • Life Insurance License (Preferred)
  • Insurance Producer License (Preferred)

Work Location: In person

Carlin Insurance Agency, Inc.
Company Size
Founded
They Sell
To Whom
Website
Revenue


Carlin Insurance Agency, Inc. is currently hiring for 1 sales position
Carlin Insurance Agency, Inc. has openings in: CA
The average salary at Carlin Insurance Agency, Inc. is:

1 Yes (amount not posted)

Carlin Insurance Agency, Inc.
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Carlin Insurance Agency, Inc.

Carlin Insurance Agency, Inc. is currently hiring for 1 sales position
Carlin Insurance Agency, Inc. has openings in: CA
The average salary at Carlin Insurance Agency, Inc. is:

1 Yes (amount not posted)