Personal Lines Insurance Specialist: Customer Service

Brenden Morris Insurance Agency, Inc; Agoura Hills (CA); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Hands on Training

Mon-Fri Schedule

Evenings Off

Career Growth Opportunities

Retirement Plan

Weekly Team Meetings

Monthly Bonus Opportunities

Annual Bonus Opportunities

Business Casual Attire

Appreciation Lunches

Paid Holidays

Mentorship

Collaborative Work Atmosphere

Job summary

The Juris Agency in Agoura Hills, CA is seeking a dedicated Personal Lines Customer Service Representative to join our team full-time. You will provide exceptional service to current clients and new prospects, process policy changes, and answer questions about our insurance products.

Experience in insurance is not required, but beneficial as you build knowledge and relationships with customers, and take advantage of career growth opportunities within a collaborative work environment.

Qualifications

• Professional phone etiquette.
• Great customer service skills.
• Strong communication skills, both oral and written.
• Knowledge of sales and marketing principles and strategies.
• Bilingual, fluent in English and Spanish is beneficial.

Responsibilities

• Meet new business production goals and objectives as established.
• Solicits for new business via telephone, networking, and other lead sources.
• Develop insurance quotes, makes sales presentations, and closes sales.
• Develop ongoing networking relationships
• Process customer policy change requests.
• Secure all Trailing Documents from customers.
• Handle all incoming claim calls from customers.
• Document each customer contact.
• Take premium payments from customers.
• Ask each customer for referrals and explain our referral program.
• Treat each customer contact as a cross & up-sell opportunity including financial products.
• Verify phone numbers, addresses & email addresses with each customer contact & update customer information.
• Return all phone messages promptly.
• Maintain knowledge of new products.
• Prospecting and generating new business through leads & referral sources.
• Provide exceptional customer service.

Skills

Customer service

Sales

Phone etiquette

Communication

Bilingual Spanish helpful

Job description

The Juris Agency in Agoura Hills, CA is seeking a dedicated Personal Lines Customer Service Representative to join our team full-time. You will provide exceptional service to current clients and new prospects, process policy changes, and answer questions about our insurance products.

Experience in insurance is not required, but beneficial as you build knowledge and relationships with customers, and take advantage of career growth opportunities within a collaborative work environment.