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Customer Service Representative

Tom Smith-Farmers Insurance Agency

Job Description

Job Description

We are a growing Farmers Insurance agency seeking a full-time Customer Service Representative to join our team.

This role is focused on delivering a high-level client experience, supporting our sales team, and helping the agency operate efficiently. The right person will be organized, dependable, and enjoy working with people on a daily basis.

This position plays a key role in our agencys growth by ensuring clients are taken care of and our sales team can stay focused on production.

This position is not a sales role and is focused on customer service and support.

Benefits

Hourly Base Salary + Bonus Opportunities

Mon-Fri Schedule

Career Growth Opportunities

Hands on Training

Paid Time Off (PTO)

Responsibilities
  • Answer incoming calls and assist clients with policy questions and service needs
  • Process policy changes, payments, and documentation
  • Manage daily policy alerts and follow up with clients
  • Scan and organize documents after policies are issued
  • Follow up with new clients to ensure a smooth onboarding experience
  • Request reviews from satisfied clients
  • Schedule annual policy reviews for existing clients
  • Identify opportunities for additional coverage and notify the sales team
  • Assist with general office organization and administrative tasks
  • Must be willing to obtain a Property & Casualty insurance license within 60 days of hire (we will assist with the process).
Requirements
  • Strong communication skills and a professional, friendly attitude
  • Highly organized and detail-oriented
  • Ability to multitask and manage multiple priorities
  • Dependable and team-oriented
  • Comfortable speaking with clients on the phone
  • Customer service experience preferred (insurance experience is a plus, but not required)
  • Basic computer skills and ability to learn new systems quickly
Vacancy posted 24 days ago
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