Farmers Customer Service Rep

The Juris Agency; Folsom (CA); On-site; USD 36,000 - 52,000; Full time

Benefits offered by this job

PTO

Mon-Fri Schedule

Career Growth Opportunities

Bonus Opportunity

Retirement Plan

Licensing Assistance

Monthly Employee Appreciation Lunch

Monthly Team Meetings

Paid Sick Leave

Hands On Training

Job summary

Gilbert Karp Farmers Insurance in FOLSOM, California, is seeking an experienced customer service representative for full-time or part-time work. You will manage client accounts, nurture relationships, process policy changes, take payments, and support growth with a responsive, friendly approach.

The ideal candidate has solid customer service skills, a sales mindset for referrals, and the ability to handle stressful situations.

Qualifications

• Property & Casualty license preferred.
• Life & Health license preferred.
• Minimum 1 year sales experience preferred.
• Bilingual in English and Spanish beneficial.
• Ability to handle stressful and difficult situations.

Responsibilities

• Meet new business production goals and objectives.
• Process customer policy change requests.
• Secure all trailing documents from customers.
• Handle all incoming claim calls from customers and follow-up.
• Document each customer contact in eAgent.
• Greet customers entering the office in a friendly and helpful manner.
• Take premium payments from customers.
• Ask each customer for referrals and explain our referral program.
• Cross- and up-sell financial products.
• Verify phone numbers, addresses and emails with each customer contact and update records.
• Answer incoming phone calls on the first ring.
• Return all phone messages promptly.
• Prospecting and generating new business through leads & referral sources.
• Generating insurance quotes.
• Provide exceptional customer service and support.
• Be outstanding at relationship building and develop client relationships.

Skills

Customer service

Sales experience

Relationship building

Job description

Job Description

Join a team that cares about our customers and you! Gilbert Karp Farmers Insurance in FOLSOM, California, is looking for an experienced and committed individual to join our team as a Full-Time or Part Time customer service rep. In this role, you will manage accounts to maintain strong business relationships and ensure customer satisfaction. In this position, you will play a vital role in managing and growing our customer base. If you have excellent customer service skills and are committed to providing customers with the best experience, this is the role for you. With your positive attitude, proactive sales skills, and dedication, you may be a perfect fit for this role. to join our team and begin a role with excellent career growth and earning potential.

Benefits

• Paid Time Off (PTO)
• Mon-Fri Schedule
• Career Growth Opportunities
• Bonus Opportunity
• Retirement Plan
• Licensing Assistance
• Monthly Employee Appreciation Lunch
• Monthly Team Meetings
• Paid Sick Leave
• Hands On Training

Responsibilities

• Meet new business production goals and objectives as established.
• Process customer policy change requests.
• Secure all Trailing Documents from customers.
• Handle all incoming claim calls from customers and follow-up.
• Document each customer contact in eAgent.
• Immediately greet all customers, entering the office, in a friendly and helpful manner.
• Take premium payments from customers.
• Ask each customer for referrals and explain our referral program.
• Treat each customer contact as a cross and up-sell opportunity including financial products.
• Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
• Answer incoming phone calls on the first ring.
• Return all phone messages promptly.
• Prospecting and generating new business through leads & referral sources.
• Generating insurance quotes.
• Provide exceptional customer service and support.
• Be outstanding at relationship building.
• Develop and maintain client relationships.

Requirements

• A Property & Casualty insurance license is preferred.
• A Life & Health Insurance license is preferred.
• Successful sales background.
• Ability to tactfully handle stressful and difficult situations.
• Minimum 1 year prior sales experience preferred.
• Bilingual, fluent in both English and Spanish is beneficial.

Commitment to excellence, willingness to work hard, and willingness to go the extra mile.