Insurance Customer Service Representative

Fiesta-Insurance-and-Tax-Service; California; Presencial; USD 36.000 - 52.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

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

Descripción de la vacante

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

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Knowledge of insurance products

Excellent customer service

Highly organized with time management

Familiarity with Microsoft Office

Educación

High school diploma/GED

Bachelor’s degree preferred

Herramientas

Microsoft Office

Descripción del empleo

Benefits:

• 401(k)
• Employee discounts
• Health insurance
• Bonus based on performance
• Company parties
• Dental insurance
• Opportunity for advancement
• Relocation bonus
• Signing bonus
• Training & development
• Vision insurance

Benefits/Perks

• Competitive Pay
• Professional Development
• Job Stability in a growing industry

Job Description

We are seeking a professional and personable Customer Service Representative to join our team. In this role, you will be responsible for ensuring that each customer has a positive experience when reaching out to our agency. You will respond promptly to inquiries, maintain accurate records, and generally provide excellent customer service. The ideal candidate is detail-oriented, friendly, and familiar with insurance products.

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

Qualifications

• Knowledge of insurance products
• High school diploma/GED required, Bachelor’s degree preferred
• Excellent customer service skills
• Highly organized with strong time management skills
• Familiarity with Microsoft Office and other software applications