Job Description

We seek a dedicated and enthusiastic Customer Service Representative to join our team. In this role, you will be our client's first point of contact, providing exceptional service and support. You will use your communication skills to address questions, resolve issues, and enhance customer satisfaction. The ideal candidate will be adept at analyzing customer needs and delivering tailored solutions in a fast-paced environment.

Responsibilities

• Respond to customer inquiries via phone, email, or chat promptly and professionally.
• Provide accurate information regarding products and services to clients.
• Analyze customer concerns and provide practical solutions to enhance their experience.
• Maintain a high level of phone etiquette while managing multiple calls.
• Document interactions with clients accurately in the system for future reference.
• Collaborate with team members to improve service delivery and client satisfaction.
• Participate in training sessions to stay updated on product knowledge and customer service techniques.
• Organize and maintain digital client files.
• Verify accuracy of quotes, proposals, binders, policies, and correspondence
• Handle phone reception, client interactions, and document transmission to clients/insurers
• Researching forms for coverage questions

Requirements

Unless you have the skills outlined below, you will not fit our firm well.

• Valid CA Property and Casualty insurance license
• 3+ years in Property Casualty insurance agency
• 3+ years in commercial lines insurance
• Knowledge of Acord insurance forms for commercial lines
• Experience with admitted and non-admitted carrier procedures
• Strong verbal and written communication skills
• Excellent organizational and documentation abilities
• Proficient in MS Word, Excel, Outlook, Adobe Acrobat, and Skype/MS Teams
• Valid CA Property and Casualty insurance license

Must have references

Experience with NowCerts agency management system and claims-made policy forms a plus.

Join our team and contribute to creating memorable experiences for our customers!

Pay: $25.00 - $40.00 per hour

Expected hours: 25 – 40 per week

Benefits:

• Flexible schedule
• Paid time off
• Work from home

Shift:

• 8-hour shift

Experience:

• Commercial Lines Insurance: 3 years

License/Certification:

• CA Property and Casualty Insurance License

Ability to Commute:

• El Cajon, CA 92021 (Required)

Work Location: Hybrid remote in El Cajon, CA 92021

Job Tags

Similar Jobs