Insurance Customer Advocate - Flexible Schedule & Growth

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

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.