Insurance Customer Care & Growth Specialist

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

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.