Farmers Insurance Mentorship Trainee

Job Description

Job Description

Lets chat about a career in the insurance industry! Alexandra Rivera Insurance Agency in Rancho Cucamonga, California, is looking for a confident and highly motivated person who is interested in beginning their career in insurance as a Full Time Agent. The successful candidate will be responsible for making outbound calls to prospective customers to promote our products and services. Are you currently selling another product outside of the industry, struggling to decide on a career, or somebody with no experience who is interested in beginning an insurance career?If you are looking for a role with exponential growth and career advancement opportunities, apply today!

NOTE: YOUR APPLICATION WILL NOT BE CONSIDERED UNTIL THE IDEAL TRAITS ASSESSMENT HAS BEEN COMPLETED. THIS ASSESSMENT IS SENT TO YOUR EMAIL AFTER APPLYING.

Paid Time Off (PTO)

Dental Insurance

Vision Insurance

Life Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Flexible Schedule

Retirement Plan

Health Insurance

Client Communication and Support:

• Act as the main point of contact for clients, responding to inquiries via phone, email, and in-person meetings.
• Provide timely and accurate information to clients regarding insurance products, coverage options, and policy details.
• Assist clients with policy inquiries, changes, endorsements, renewals, and claims processing.

Policy Management and Administration:

• Process insurance policy applications, endorsements, renewals, and cancellations accurately and efficiently.
• Ensure all client records and policy documents are up-to-date, accurate, and compliant with regulatory requirements.
• Maintain organized and detailed files for easy retrieval and reference.

Client Relationship Management:

• Build and maintain strong, positive relationships with clients, fostering trust and confidence in our company.
• Conduct regular follow-up with clients to ensure their insurance needs are met and address any concerns or issues promptly.
• Proactively identify opportunities to cross-sell or upsell additional insurance products to clients.

Claims Assistance and Support:

• Assist clients with the claims process, including filing claims, gathering documentation, and liaising with insurance carriers.
• Provide support and guidance to clients throughout the claims process, ensuring timely resolution and satisfactory outcomes.
• Communicate with claims adjusters and underwriters to expedite claims processing and resolution.

Product Knowledge and Education:

• Stay informed about the range of insurance products offered by our company, including coverage options, exclusions, and limitations.
• Educate clients on their insurance policies, explaining coverage details, benefits, and potential gaps.
• Provide recommendations and advice to clients on insurance products and coverage enhancements.

• Education: High school diploma or equivalent; additional education or training in insurance or customer service is beneficial.
• Experience: Previous experience in customer service, insurance sales, or a related field is advantageous.
• Skills: Excellent communication, interpersonal, and customer service skills. Strong attention to detail and organizational abilities. Proficiency in using CRM software and Microsoft Office Suite.
• Attributes: Client-focused, empathetic, and proactive. Ability to work effectively in a fast-paced environment. High level of professionalism and integrity.