Customer Service Representative

RICHARD TAY INSURANCE AND FINANCIAL; Irvine (CA); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Competitive Pay

Professional Development

Job Stability in a growing industry

Job Stability in a growing industry

Job summary

A financial services agency in Irvine, California, is seeking a Customer Service Representative to ensure positive client experiences and provide excellent service. Responsibilities include answering inquiries, assisting with quotes and policies, scheduling appointments, and maintaining records. Ideal candidates are detail-oriented, friendly, and knowledgeable about insurance products. A high school diploma is required, with a preference for a bachelor's degree. This position offers a supportive environment with opportunities for professional development.

Qualifications

• Must have knowledge of insurance products.
• High school diploma/GED is required, Bachelor's degree is preferred.
• Excellent customer service skills are essential.
• Must be highly organized with strong time management abilities.
• Familiarity with Microsoft Office and other software applications is needed.

Responsibilities

• Answer customer questions via phone, email, and in-person.
• Assist clients with new quotes, updates, payments, and services.
• Schedule appointments and maintain calendar.
• Maintain detailed records of client interactions.
• Review audits and/or policies.
• Collaborate with colleagues for comprehensive service.

Skills

Knowledge of insurance products

Excellent customer service skills

Highly organized

Strong time management skills

Familiarity with Microsoft Office

Education

High school diploma/GED

Bachelor’s degree preferred

Tools

Microsoft Office Suite

Job description

Benefits

• 401(k)
• 401(k) matching
• Bonus based on performance
• Benefits/Perks
• Competitive Pay
• Professional Development
• Job Stability in a growing industry

Job Description

We are seeking a professional and personable Customer Service Representative to join our team. In this role, you will be responsible for ensuring that each customer has a positive experience when reaching out to our agency. You will respond promptly to inquiries, maintain accurate records, and generally provide excellent customer service. The ideal candidate is detail-oriented, friendly, and familiar with insurance products.

Responsibilities

• Answer customer questions via phone, email, and in-person
• Assist clients with new quotes, updating policies, payments, and other services
• Schedule appointments and maintain calendar
• Maintain detailed records of client interactions
• Review audits and/or policies
• Collaborate with colleagues to provide comprehensive customer service

Qualifications

• Knowledge of insurance products
• High school diploma/GED required, Bachelor’s degree preferred
• Excellent customer service skills
• Highly organized with strong time management skills
• Familiarity with Microsoft Office and other software applications