Customer Service & Sales Representatives ★★★★(CSSR) ★★★★ (241223)
Insurance & Financial Services
Employment type :
- Full-time or part-time (25 hr / wk).
- Some flexible days & hours, incidental remote-work.
Compensation
20.00-23.00 / hr {based on background & experience} starting wage (Must have CA P&C license)Plus (additional) commissions, many bonuses and growth opportunities.Requirements
CA P&C license (active)Must be able to cross-sell (per your license) and cross-market product (outside your license)Benefits (all for full-time;for part-time) :Virtual work available after training. Discuss with the hiring manager.Sick PayBonus OpportunitiesCareer Development & GrowthTeam Building ActivitiesHands On TrainingLicensing Financial AssistancePaid Holidays401kHealth Insurance SubsidyLife Insurance SubsidyWork locations : in-office (Carlsbad, CA), in-field or virtual per business priorities and personal productivity.The Badiner Insurance Agency, Inc is a separate entity from Farmers Insurance and all other entities.SUMMARY
Customer Service and Sales Representatives (CSSR) work to maximize positive customer experiences by responding to customer inquiries or complaints regarding the company's products or services. Seek new business (cross-sell, cross-market), referrals, and to improve relationship. They will communicate with internal and external customers about basic underwriting guidelines, policies, and marketing initiatives to service customer accounts.
Additionally, Customer Service and Sales Representatives will analyze, clarify, and resolve policy and account-related questions. The position of the Customer Service and Sales Representative offers not only the opportunity for retention but agency growth through the expansion of a household by means of cross-selling multiple lines. This action will generate greater retention within the agency as well as new business growth.
CORE JOB DUTIES INCLUDE (BUT ARE NOT LIMITED TO) :
Be insurance licensed in "Property & Casualty" (required; free training available, ask Mgmt)Become insurance licensed in and "Life & Health" (required)Determine customer requirements and expectations in order to help the customer identify specific products and solutionsSolicit, sell and negotiate new business policiesCross-sell / up-sell products to existing customersReview renewal business and identify appropriate follow-up action based on degree of changeKeep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions takenAssist with the annual review process by contacting customers and preparing personalized customer coverage recommendations based on customers' needsPerform risk analysis and underwritingClient / Claims liaisonRefer unresolved customer grievances or complex customer interactions to senior team memberMonitor calling activity and production for agency marketersImplement / adhere to company and Agency guidelinesGeneral customer service duties as presentedPerforms other duties as assignedCORE COMPETENCIES
Business Results : Able to meet individual performance metrics and goals.Multi-tasking : Able to successfully juggle multiple priorities at any given time.Attention to Detail : Maintain accurate and descriptive accounts of all customer interactions.Communication : Possess outstanding written and verbal communication skills.Job Knowledge : Understand basic product, billing, underwriting, and processing guidelines.Teamwork : Accept feedback when offered and work well with others.Problem solving : Able to research and identify timely solutions to customer-related problems.PHYSICAL ENVIRONMENT
Required job duties are normally performed in a climate-controlled office environment.PREFERRED SKILLS AND ABILITIES
Four-year college degree is highly preferred. High school diploma or equivalent required. Previous customer service experience is highly preferred.Ideal candidate will have basic PC skills, basic math skills, strong analytical capability, conflict resolution skills, the ability to multitask, be bilingual, and strong verbal and written communication skills.OTHER DETAILS
Note : This position may require having the flexibility to work nonstandard hours / shifts and having the ability to adhere to a structured schedule.
This position may start as part-time before becoming full-time depending on candidate and agency discussion.
NEXT ACTIONInterested Candidates (read carefully)~~~
If interested the following is REQUIRED (else submission will be filtered out) :
Send email to BIA-Dept-HR-Hiring@googlegroups.comlink to "Career Opportunities"SUBJECT : "CSSR Candidate : " and your Last Name, First Name,example : “ CSSR Candidate : Washington, George ”)BODY (main section, text only)Part 1, Title “COVER LETTER" and briefly describe specifically why you are a good candidate for the position (Max size equal to ½ page)Part 2, Title “RESUME” and paste your including your primary contact info : (phone, email, address). The format has low importance as long as it is readable.No attachments pleaseCall our office at 760-203-4567 to confirm we’ve received your submission
Salary : $20 - $23
