What are the responsibilities and job description for the Customer Service Sales Representative position at Daniel Fraser - District Office?
Job Description
At Farmers Insurance, we pride ourselves on delivering personalized and comprehensive insurance solutions to our clients.
We are seeking a motivated and customer-focused individual to join our team as a Customer Service Sales Representative.
This role is essential in providing exceptional service to our clients while driving sales and fostering long-term relationships.
The Customer Service Sales Representative will be responsible for assisting clients with their insurance needs, answering inquiries, processing applications, and promoting our products and services.
This position requires excellent communication skills, a sales-oriented mindset, and a passion for helping others.
Benefits
Flexible Schedule
Mon-Fri Schedule
Career Growth Opportunities
Responsibilities
- Customer Service: Provide outstanding customer service by responding to client inquiries, addressing concerns, and resolving issues promptly and professionally.
- Sales: Identify client needs and recommend appropriate insurance products and services. Assist clients in understanding policy options and coverage details.
- Quoting and Applications: Prepare and present insurance quotes, process new applications, and assist with policy renewals and modifications.
- Relationship Building: Build and maintain strong relationships with clients to ensure retention and satisfaction. Follow up with clients regularly to assess their insurance needs and offer additional products or services.
- Documentation: Maintain accurate and organized client records, ensuring all interactions and transactions are documented in the agency's system.
- Compliance: Ensure compliance with all insurance regulations and agency policies. Stay updated on industry trends and product knowledge.
Requirements
- Customer Service Experience: Previous experience in customer service or a related field is preferred. Customer-focused with a friendly and approachable demeanor
- Communication Skills: Excellent verbal and written communication skills to effectively interact with customers.
- Empathy and Patience: Ability to listen attentively to customer concerns and demonstrate empathy and patience in resolving issues.
- Organizational Skills: Strong organizational skills to manage multiple tasks and prioritize work effectively.
- Problem-Solving Abilities: Proven ability to analyze problems and provide appropriate solutions.
- Property & Casualty license is required or willing to obtain.
- Sales-oriented with a proven track record of meeting or exceeding sales targets
- Proficiency in using computers and insurance agency management software
- Attention to detail and accuracy
- Self-motivated and goal-oriented
- Team player with a collaborative mindset
- Ability to handle confidential information with integrity
Salary : $42,000 - $52,000
