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Customer Service

AppleOne
AppleOne Salary
Santa Barbara, CA Full Time
POSTED ON 3/8/2025
AVAILABLE BEFORE 6/8/2025

Title : Customer Service

Duration : Temporary opportunity to start with potential to be hired

Hours : Open to someone on part-time basis (20 hours or so a week) OR a full-time person (40 hours a week)

Schedule : Monday through Friday, Between the hours of 8 : 30-5pm

Location : This position is onsite in Santa Barbara, but there is flexibility for hybrid days for personal needs when needed

SUMMARY :

Family run commercial insurance agency looking to grow their team with a Customer Service Representative. The customer service representative is responsible for reviewing paperwork, answering incoming calls, mail, etc. The insurance agency will support them in attaining their Commercial Property Casualty License which will allow their responsibilities to grow in their role. The Insurance agency is looking to grow their profit and needs a motivated individual!

  • This is not a selling role.

PERSONALITY CHARICTERISTICS / QUALIFICATIONS :

  • Be a high school graduate
  • Be Motivated, Smart, Driven, Mature
  • Able to research the internet
  • Applicants do not need to be licensed. They just have to self-motivated and willing to learn a new career
  • Generally tech savvy and able to use a computer and learn their systems
  • Friendly, outgoing and helpful
  • Calm, cool and collected
  • Problem solver
  • Detail and people oriented
  • High ethical standards
  • Professional demeanor

    • RESPONSIBILITIES :

  • The book of business that is assigned; including renewals and new business
  • Underwrite and place new accounts
  • Coordinate processing and payment of claims between insured and company
  • Collect premiums and additional fees for assigned accounts
  • Cross-sell accounts
  • Provide continuing service and advice to Agency insured, clients and producers

    • DUTIES :

  • Respond to inquiries from Agency insured and prospects
  • Assist in collections for assigned accounts by calling or writing the insureds and Contact Company to cancel for nonpayment if applicable
  • Complete applications and rate and quote risks for new and renewal business
  • Set up new files
  • Maintain account files (paper and computer), checking and updating account information; purging as appropriate
  • Process miscellaneous changes and endorsements for delivery or mailing
  • Solicit coverages or expiration dates for coverages not carried by the Agency
  • Maintain expiration list and suspense file for assigned accounts
  • Invoice accounts on all assigned accounts
  • Take claim reports and forward them to company
  • Maintain claim records checking and updating information
  • Maintain prospect list for new and canceled (Preferred accounts) update and delete as required
  • Call for expiration dates of prospects
  • Prior to renewal, prepare key accounts for review, assemble and update entire file and account information and prepare recommendations for upgrading coverages
  • Data entry
  • Perform other functions at direction of management

    • BACKGROUND

  • High School graduate with a minimum of 2 years of business experience
  • Background in insurance is a plus

    • If interested, please apply today!

    EEO / AA Employer / Vet / Disabled.

    The Know Your Rights poster is available here :

    The pay transparency policy is available here :

    For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

    We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

    AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.

    We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records. For Los Angeles, CA applicants : Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

    Additional Skills

    none specified)

    Salary : $34,300 - $43,700

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