Licensed Insurance Customer Service Representative

The Juris Agency; Castro Valley (CA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Mon-Fri Schedule

Career Growth Opportunities

Evenings Off

Hands on Training

Free Coffee and Tea

Paid Time Off (PTO)

Evenings & Weekends Off

Paid Holidays

Paid Sick Leave

Job summary

The Juris Agency in Castro Valley, CA is seeking an in-office licensed P&C and Life/Health/Accident insurance specialist with at least three years of experience. You will provide exceptional service to current clients and new prospects, process policy changes, and stay knowledgeable about our products.

This role requires a proactive self-starter with strong communication skills and a focus on building lasting client relationships, with salary tied to experience.

Qualifications

• Licensed P&C and Life/Health/Accident insurance specialist with 3+ years of experience.
• In-office role with no remote work at start.
• Excellent customer service and communication skills.

Responsibilities

• Answer phones for customers and ensure a positive experience.
• Prospect current and potential customers to generate new business.
• Coordinate daily appointments, phone meetings, and annual policy reviews.
• Resolve customer inquiries and complaints.
• Maintain required insurance licenses in good standing.
• Advise clients on coverages and quoted products.

Skills

Customer service

Sales

Phone handling

Relationship building

Problem solving

Education

Property & Casualty license

Life & Health license

Job description

Job Description

Job description

We seek a in-office (no remote at start) LICENSED P&C and Life/Health/Accident insurance specialist with at least three years of insurance experience (Salarypay rate corresponds to related experience). If you have experience in the insurance industry, Stephen Conway-Farmers Insurance Agency invites you to apply for this position. We challenge you to strive to meet your potential and are looking for someone who has the ambition to thrive. We seek a Customer Sales and Support Representative (CSSR) to join our team! This is an in-office position and you must provide exceptional customer service to our current clients and new prospects, process policy change requests, maintain knowledge of our products, and answer any questions our clients may have. We seek a in-office (no remote at start) LICENSED P&C and Life/Health/Accident licensed insurance specialist with at least three years of insurance experience. Farmers Insurance experience is a bonus (Salarypay rate corresponds to related experience).

Benefits

• Mon-Fri Schedule
• Career Growth Opportunities
• Evenings Off
• Hands on Training
• Free Coffee and Tea
• Paid Time Off (PTO)
• Evenings & Weekends Off
• Paid Holidays
• Paid Sick Leave

Responsibilities

Position Details below include but are not limited to:

Responsibilities:

• Answer phones for customers and ensure positive experience with every interaction.
• Prospect current and potential customers to generate new business (referrals/cross-sells).
• Coordinate daily appointments, phone meetings, annual policy reviews for agent.
• Resolve customer inquiries and complaints.
• Maintain required insurance licenses in good standing.
• Assess client needs and advise clients on coverage(s) and quoted products.
• Develop and maintain relationships with clients and business partners in community.
• Pivot service requests to sell company products / services and follow-up routinely with clients.

Requirements

• A Property & Casualty insurance license is required.
• A Life & Health Insurance license is required.
• Possess a genuine willingness to learn, be intuitive and resourceful problem solver.
• Possess an upbeat, positive and enthusiastic attitude.
• Be a great self-starter with a sense of urgency.
• Career minded vision.
• Great Customer Service and Listening Skills.
• Problem-Solving Capabilities.