Customer Service Representative

Baja Insurance Services Inc; Sacramento (CA); On-site; USD 35,000 - 50,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Flexible schedule

Paid time off

Tuition assistance

Professional Development

Job Stability in a growing industry

Job summary

A local insurance agency is looking for a Customer Service Representative to enhance customer experience through prompt responses to inquiries and maintaining accurate records. The ideal candidate should possess strong customer service skills, be detail-oriented, and familiar with insurance products. Responsibilities include handling customer questions, assisting with quotes, scheduling, and collaborating with team members. This role offers competitive pay and various benefits including 401(k) matching and tuition assistance.

Qualifications

• Detail-oriented and friendly personality.
• Experience in customer service roles.
• Familiar with insurance products.

Responsibilities

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

Skills

Customer service skills

Knowledge of insurance products

Time management skills

Organizational skills

Education

High school diploma/GED

Bachelor’s degree (preferred)

Tools

Microsoft Office

Job description

Benefits

• 401(k) matching
• Bonus based on performance
• Company parties
• Employee discounts
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Tuition assistance
• 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