Insurance Customer Care Specialist

Fiesta-Insurance-and-Tax-Service; California; On-site; USD 36,000 - 52,000; Full time

Benefits offered by this job

401(k)

Health insurance

Dental insurance

Vision insurance

Bonus based on performance

Signing bonus

Relocation bonus

Training & development

Company parties

Employee discounts

Opportunity for advancement

Job summary

Fiesta-Insurance-and-Tax-Service is seeking a Customer Service Representative to ensure each customer has a positive experience when contacting our agency. You will respond to inquiries, keep accurate records, and provide exceptional service.

The ideal candidate is detail-oriented, friendly, and familiar with insurance products. Responsibilities include answering questions, assisting with quotes, updating policies, scheduling, and maintaining client records, with collaboration across teams to

Qualifications

• Knowledge of insurance products.
• High school diploma or GED required; bachelor’s preferred.
• Excellent customer service skills.
• Highly organized with strong time management skills.
• Familiarity with Microsoft Office and other software applications.

Responsibilities

• Answer customer questions via phone, email, and in-person.
• Assist clients with new quotes, updating policies, payments, and other services.
• Schedule appointments and maintain calendar.
• Maintain detailed records of client interactions.
• Review audits and/or policies.
• Collaborate with colleagues to provide comprehensive customer service.

Skills

Knowledge of insurance products

Excellent customer service

Highly organized with time management

Familiarity with Microsoft Office

Education

High school diploma/GED

Bachelor’s degree preferred

Tools

Microsoft Office

Job description

Fiesta-Insurance-and-Tax-Service is seeking a Customer Service Representative to ensure each customer has a positive experience when contacting our agency. You will respond to inquiries, keep accurate records, and provide exceptional service.

The ideal candidate is detail-oriented, friendly, and familiar with insurance products. Responsibilities include answering questions, assisting with quotes, updating policies, scheduling, and maintaining client records, with collaboration across teams to