Customer Service Representative (CSR)

gobravvo; Yorba Linda (CA); Vor Ort; USD 42.000 - 60.000; Vollzeit

Benefits dieser Stelle

Bonuses & commissions

Paid time off

Training program

Growth opportunities

Zusammenfassung

gobravvo in Yorba Linda, CA is seeking a Customer Service Representative (CSR) to join a dynamic insurance agency team. This full-time role focuses on delivering exceptional service, building client relationships, and guiding customers through insurance options.

You will receive comprehensive training, licensing support, and opportunities for advancement within the agency. The ideal candidate is proactive, detail-oriented, and capable of multi-tasking in a fast-paced environment, with a

Qualifikationen

• Excellent interpersonal and communication abilities with clients.
• Strong organizational skills and ability to manage multiple priorities.
• Self-motivated with proactive problem-solving and customer service focus.
• Detail-oriented, accurate, and timely in delivering work.
• Ability to work independently and in a team.
• Proficiency with computer functions and willingness to learn new software.
• Property & Casualty license (must be able to obtain).
• Life and Health license (must be able to obtain).

Aufgaben

• Establish and maintain strong customer relationships and follow-up as needed.
• Respond to inquiries about insurance products, coverage, policy changes, transfers, claims, and billing.
• Educate clients on options using a needs-based review process.
• Meet personal and team goals with strong work ethic.
• Provide timely activity reports to the agent and maintain communication.
• Stay updated on product changes, licensing, and industry developments.
• Collaborate with team members to ensure a seamless customer experience.
• Multitask efficiently while maintaining attention to detail.

Kenntnisse

Interpersonal skills

Communication skills

Organizational skills

Detail oriented

Teamwork

Tools

CRM software

Office software

Jobbeschreibung

Customer Service Representative (CSR) - Summary

The Customer Service Representative (CSR) is an integral part of the insurance agency team, focused on delivering outstanding service and support to clients. As a Customer Service Representative (CSR), you will help drive business growth by engaging in value-based conversations and ensuring an exceptional customer experience at every interaction. This full-time role offers a dynamic work environment, comprehensive training, and opportunities for advancement. The agency values motivated, energetic professionals who are committed to excellence in customer support and relationship-building. Working as a Customer Service Representative (CSR) provides you with the unique opportunity to develop valuable industry experience, achieve personal and professional growth, and play a key role in supporting customers as they navigate their insurance needs. The position is ideal for individuals who are proactive, detail-oriented, and dedicated to delivering high-quality customer service. You will receive thorough training, including support in obtaining necessary industry licenses, to help you thrive in your role. The agency fosters a supportive team environment, encouraging collaboration and ongoing skill development. This position is employed by an independent contractor agent and not by the parent insurance company. As a Customer Service Representative (CSR), you must be able to meet all licensing requirements and participate in relevant training programs. The agency is an Equal Opportunity Employer, welcoming applicants from diverse backgrounds and experiences.

Duties & Responsibilities

• Establish and maintain strong customer relationships, following up with clients as needed to ensure satisfaction and retention.
• Deliver prompt, accurate, and friendly customer service by responding to inquiries regarding insurance products, eligibility, coverage details, policy changes, transfers, claims submissions, and billing questions.
• Utilize a needs-based review process to educate clients about available insurance options and guide them toward suitable solutions.
• Demonstrate a strong work ethic and total commitment to achieving personal and team goals every day.
• Provide timely and comprehensive activity reports to the agent, ensuring transparency and effective communication within the team.
• Stay current with product changes, licensing requirements, technical developments, and ongoing education to maintain industry knowledge and compliance.
• Collaborate with team members to provide a seamless customer experience and contribute to a positive work environment.
• Handle multiple tasks efficiently while maintaining attention to detail and accuracy in all responsibilities.

Salary & Benefits

• Competitive base pay structure with opportunities to earn bonuses and commissions based on performance.
• Paid time off, including vacation days and personal/sick leave, to support work-life balance.
• Comprehensive training program to gain valuable experience and industry knowledge.
• Growth potential and advancement opportunities within the agency for high-performing team members.

Qualifications & Requirements

• Excellent interpersonal and communication skills, including written, verbal, and listening abilities.
• Strong organizational skills and the ability to manage multiple priorities in a fast-paced environment.
• Self-motivated with a proactive approach to problem solving and a commitment to customer service.
• Detail-oriented and dedicated to completing work accurately and on time.
• Ability to work effectively both independently and collaboratively in a team setting.
• Proficiency with computer functions and willingness to learn new software as needed.
• Ability to multi-task and adapt to changing priorities while maintaining high standards of service.
• Property & Casualty license (must be able to obtain).
• Life and Health license (must be able to obtain).
• Commitment to staying updated on product changes, licensing requirements, and industry developments through continuing education.

Ideal Candidate Snapshot

• Energetic and enthusiastic professional with a passion for helping others and building relationships.
• Motivated self-starter who thrives in a dynamic and goal-oriented environment.
• People-oriented, with a natural ability to connect with clients and provide exceptional service.
• Demonstrates integrity, reliability, and a strong sense of responsibility in all job duties.
• Keen attention to detail and a pride in delivering work that meets high standards of accuracy and quality.

Other Relevant Information

This position is employed by an independent contractor agent and not the parent insurance company. All employees must meet applicable licensing and training requirements prior to or during employment. The agency is committed to fostering an inclusive and diverse workplace, adhering to all Equal Employment Opportunity (EEO) standards. Located in a vibrant area, this agency offers a supportive and collaborative team environment that encourages growth and professional development.

Disclosure

This position is with an independent contractor agent, not with the parent insurance company. Employees of agents must be able to successfully complete any applicable licensing requirements and training programs. Agents are independent contractors who hire their own employees. Agent employees are not employees of the parent insurance company.

We are an Equal Opportunity Employer and encourage applications from individuals of all backgrounds and experience levels.