Insurance Customer Success Specialist (Cross-Sell Focus)

Gerardo Soto Farmers Insurance; Moreno Valley (CA); Sur place; USD 42 000 - 56 000; Plein temps

Avantages offerts par ce poste

PTO

Health Insurance

Vision Insurance

Life Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Dental Insurance

No Weekends

Paid Birthday Off

Work-Life Balance

Supportive Team Environment

Small Business Culture

Business Casual Dress

Snacks & Beverages

Résumé du poste

The Juris Agency in Moreno Valley, CA is seeking a customer-focused CSR to service existing clients and resolve policy needs. This role involves contacting clients by phone, email, and text to address policy changes, payments, and coverage gaps.

Cross-selling Auto, Home, Life, and Business insurance is encouraged. Ideal candidates have strong communication skills, are organized, and enjoy assisting customers.

Qualifications

• Strong communication and customer service skills.
• Comfortable making inbound and outbound calls.
• Sales-minded and comfortable cross-selling.

Responsabilités

• Process policy changes and account updates.
• Assist customers with payments and billing.
• Monitor and resolve account alerts.
• Follow up on outstanding documents and policy requirements.
• Provide service by phone, email, and text.
• Document customer interactions and follow-up activities.
• Review existing accounts for coverage gaps and cross-selling opportunities.
• Generate additional insurance quotes for existing clients.
• Support customer retention and account growth.
• Maintain a minimum of 2 hours of talk time per day.

Connaissances

Customer service

Communication skills

Outbound calls

Bilingual English/Spanish

Cross-selling

Outils

CRM software

Billing system

Description du poste

The Juris Agency in Moreno Valley, CA is seeking a customer-focused CSR to service existing clients and resolve policy needs. This role involves contacting clients by phone, email, and text to address policy changes, payments, and coverage gaps.

Cross-selling Auto, Home, Life, and Business insurance is encouraged. Ideal candidates have strong communication skills, are organized, and enjoy assisting customers.