Customer Service Representative - Personal Lines insurance

johncrawford - state farm insurance; San Diego (CA); On-site; USD 40,000 - 60,000; Full time

Job summary

The John Crawford Insurance Agency (State Farm Insurance) is seeking a Full-time Personal Lines Customer Service/Sales Representative in San Diego, California. This in-office role involves servicing customer insurance needs and providing quotes for new business opportunities.

Key responsibilities include ensuring customer retention, cross-selling, and processing policy changes. Candidates must hold a California Fire & Casualty Insurance License and demonstrate strong customer service skills.

Qualifications

• Strong can-do work ethic demonstrated through previous work experience.
• Excellent verbal and written communication skills.
• Proficiency in computer programs.

Responsibilities

• Ensure customer retention by providing exceptional customer service.
• Cross sell to other lines of business based on customer needs.
• Complete applications and process policy changes.

Skills

Customer service

Cross selling

Communication skills

Proficient with Word and Outlook

Education

California Fire & Casualty Insurance License

Job description

Customer Service Representative - Personal Lines insurance

Full-time.

The John Crawford Insurance Agency (State Farm Insurance) has an immediate opening for a Full-time Personal Lines Customer Service / Sales Representative. This is an in-office position.

Seeking a forward-thinking individual to service customer insurance needs, ask for the opportunity review the customer’s existing insurance products and to provide quotes for new business opportunities.

Responsibilities

• Work with Agentto:
• Ensure customer retention by providing exceptional customer service
• Cross sell to other lines of business by uncovering customer insurance needs, make coverage recommendations, present proposal with new coverage benefits, and close the sale.
• Complete applications, process policy changes, take payments.
• Phone existing policyholders to thank them for their business and offer to review their policy coverage's.

Qualifications

• You have a California Fire & Casualty Insurance License
• Desirable - experience working with personal lines coverage.
• The successful candidate will be able to demonstrate from current and prior work experience, a strong can-do work ethic. Possess personal and professional skills to help them succeed in providing excellent professional service. Possess accurate verbal and written communication skills. Is proficient with computer programs, such as Word, Outlook, etc.

All your information will be kept confidential according to EEO guidelines.