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Customer Service Representative (CSR)

Gerardo Soto Farmers Insurance

Job Description

Job Description

Were looking for an energetic, customer-focused CSR who enjoys helping people and isnt afraid to pick up the phone. Youll service existing clients, resolve policy needs, and uncover opportunities to cross-sell Auto, Home, Life, Business, and Commercial insurance.

Benefits

Hourly Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Vision Insurance

Life Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Dental Insurance

No Weekends

Paid Birthday Off

Work-Life Balance

Supportive Team Environment

Small Business Culture

Business Casual Dress

Complimentary Snacks & Beverages

Responsibilities
  • Process policy changes and account updates
  • Assist customers with payments and billing
  • Monitor and resolve account alerts
  • Follow up on outstanding documents and policy requirements
  • Provide service by phone, email, and text
  • Document customer interactions and follow-up activities
  • Review existing accounts for coverage gaps and cross-selling opportunities
  • Generate additional insurance quotes for existing clients
  • Support customer retention and account growth
  • Maintain a minimum of 2 hours of talk time per day
  • Provide professional, friendly, and timely customer service
Requirements
  • Strong communication and customer service skills
  • Comfortable making inbound and outbound calls
  • Organized and detail-oriented
  • Sales-minded and comfortable cross-selling
  • Insurance experience preferred but not required
  • Property & Casualty license (Within 30 days on Hire)
  • Life insurance license is a plus
  • Bilingual English/Spanish is a plus

Vacancy posted 4 days ago
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