Customer Service and Sales Representatives work to maximize positive customer experiences by responding to customer inquiries or complaints regarding the company's products or services. They will communicate with internal and external customers about basic underwriting guidelines, policies, and marketing initiatives to service customer accounts. Additionally, Customer Service and Sales Representatives will analyze, clarify, and resolve policy and account-related questions. The position of the Customer Service and Sales Representative offers not only the opportunity for retention but also agency growth through the expansion of a household by means of cross-selling multiple lines. This action will generate greater retention within the agency as well as new business growth.
Benefits
Hourly Base Salary + Commission + Bonus Opportunities
Paid Time Off (PTO)
Flexible Schedule
Hands on Training
Mon-Fri Schedule
Responsibilities
CORE JOB DUTIES INCLUDE (BUT ARE NOT LIMITED TO):
Become licensed in Property & Casualty as well as Life, Accident and Health
Determine customer requirements and expectations to help the customer identify specific products and solutions
Solicit, sell, and negotiate new business policies
Review renewal business and identify appropriate follow-up action based on degree of change
Cross-sell/up-sell products to existing customers
Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken
Assist with the annual review process by contacting customers and preparing personalized customer coverage recommendations based on customers needs Perform risk analysis and underwriting
Client/Claims liaison
Refer unresolved customer grievances or complex customer interactions to a senior team member
Monitor calling activity and production for agency marketers
Implement/adhere to company and Agency guidelines
General customer service duties as presented
Perform other duties as assigned
Requirement
CORE COMPETENCIES
Business Results: Able to meet individual performance metrics and goals.
Multi-tasking: Able to successfully juggle multiple priorities at any given time.
Attention to Detail: Maintain accurate and descriptive accounts of all customer interactions.
Communication: Possess outstanding written and verbal communication skills.
Job Knowledge: Understand basic product, billing, underwriting, and processing guidelines. Teamwork: Accept feedback when offered and work well with others.
Problem-solving: Able to research and identify timely solutions to customer-related problems.
PREFERRED SKILLS AND ABILITIES
Licensed in Property and Casualty preferred.
Four-year college degree preferred.
oHigh school diploma or equivalent required.
Previous customer service experience highly preferred.
Ideal candidate will have basic PC skills, basic math skills, strong analytical capability, conflict resolution skills, the ability to multitask, bilingual (if applicable to area), and strong verbal and written communication skills.
Customer Service and Sales Representative • Orangevale, CA, US
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