Customer Service Representative - Farmers Insurance - Carrie Lewis Agency

Job Description

Job Description

** Please do not call or visit our office regarding your application. **. Our hiring team will contact you.

This is not an entry-level position. Candidate must have at least 2 years of diverse PC insurance experience.

Join the team at Farmers Insurance - Carrie Lewis Agency in Norfolk, Virginia. We are a busy, growing insurance agency looking for a dependable, organized, and friendly Customer Service Representative who enjoys helping people and being part of a team.

This position plays an important role in the day-to-day operation of our agency. You will assist clients with service needs, help keep our office organized, and support our licensed agents so we can provide responsive, professional service to our clients.

Responsibilities include assisting with client service requests, incoming and outgoing mail, fax requests, trailing documents, client onboarding and offboarding, follow-up tasks, recordkeeping, and other administrative responsibilities. You will also provide direct administrative support to the agency owner and licensed agents as needed.

We are looking for someone who communicates well, pays attention to details, follows through on tasks, and is comfortable working in a fast-paced office where priorities can change throughout the day. Insurance experience is helpful, but a strong work ethic, willingness to learn, and commitment to taking care of our clients are equally important.

Our agency also participates in community, networking, and agency events approximately once or twice per month. Attendance at these events is considered part of the position and is required of all team members.

This position offers an opportunity for advancement. Team members who successfully complete the required training and achieve Black Belt Status may have the opportunity to advance into a Client Account Manager role.

Responsibilities

• Process customer policy change requests, follow-up and evidence of insurance requests while securing all trailing documents from new and existing clients.
• Document each customer contact in agency management system with proper notes.
• Deep drive review of a client's lifecycle with our agency, their current policies and upcoming renewals
• Immediately greet all customers entering the office in a friendly and helpful manner.
• Take premium payments from customers and resolve billing issues.
• Ask each customer for referrals and explain our referral program.
• Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
• Maintain knowledge of new and existing products.
• Assist with general office housekeeping, package and mail handling.
• All aspects of client management and customer service for our clients.
• Work various events throughout the year promoting the agency.

Requirements

• If you do not fill out the required assessment, you will not be considered for the role. 
• Must have previous administrative/high volume customer service experience.
• Must be property and casualty licensed as well as life and annuities licensed.
• Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
• Possess an upbeat, positive and enthusiastic attitude.
• Problem-solvers only! You must be able to independently problem solve and find sensible solutions.
• Must be punctual and reliable - shifts are flexible, and must be discussed and scheduled with Agent ahead of time..

Benefits
Commission Opportunities and Service Bonuses###Career Growth Opportunities###Paid Time Off (PTO)###Hands on Training###Paid Holiday Time Off###Mon-Fri Schedule###