What are the responsibilities and job description for the Customers Service and Sales Representative position at David M. Pinheiro Insurance Agency Inc?
Job Description
Are you looking for an opportunity to put your skills to better use?
David M. Pinheiro Insurance Agency Inc in San Jose, California, is looking for a positive, enthusiastic individual to join our outstanding team as a Full-Time Insurance Customer Service Representative. You will be using your professional demeanor, willingness to learn, and excellent communication skills to service new and existing accounts to achieve agency sales goals and service standards. Whether you have experience in the insurance industry or are looking to start down a new career path, this is the place for you.
No Previous Insurance Experience? No problem!
If you have proven your customer service and communication skills in another industry and are ready to learn and grow, we can teach you everything you need to know about insurance. We will even pay for you to get your insurance license. Entry-level applicants will begin with a base salary and can earn at additional commission during their first year.
Are you a Licensed Insurance Customer Service Representative? Amazing!
If you are an experienced insurance customer service representative looking for a new opportunity, this is the place for you. Experienced applicants start with negotiated base salary and top performers earned an additional commission plus bonus. You will also benefit from additional training and development opportunities, making this the perfect opportunity to transfer your skills to our agency and grow your skills. We know you will be committed to providing the best possible service to our awesome clients.
If you are enthusiastic, willing to learn, and ready to provide an amazing experience for each of your clients, this is the role for you. Apply today!
Benefits
Paid Time Off (PTO)
Responsibilities
Customer Service Representatives work to maximize positive customer experiences by responding to customer inquiries or complaints regarding company's products or services. They will communicate with internal and external customers about basic underwriting guidelines, policies and marketing initiatives to service customers' accounts. Additionally, Customer Service Representative s will analyze, clarify and resolve policy and account-related questions.
Client Relationship Management duties include but are not limited to:
- Must be licensed in P&C and Life/Health by the end of six months.
- Solicit, sell and negotiate new business policies.
- Review renewal business and identify appropriate follow-up action.
- Cross-sell/Up-sell products to existing customers.
- Keep records of customer interactions and transactions, recording details of inquiries, complaints and comments, as well as actions taken.
- Assist with annual review process by contacting customers with recommendations based on customers' needs.
- Perform risk analysis and field underwriting.
- Client/Claims liaison.
- Implement/adhere to company and Agency guidelines.
- General customer service duties as presented.
- Perform other duties as assigned.
Requirements
Pass Background check