Customer Service Representative

Job Description

We are seeking a motivated and customer-focused Customer Service Representative to join our dynamic team at Farmers Insurance - Davenport Agency, an established insurance agency. In this role, you will be the first point of contact for our clients, providing exceptional service and support throughout their entire experience with us. You'll assist with customer onboarding, policy servicing, upselling, and handle various administrative tasks to support our team. If you're a problem solver with a passion for delivering top-tier service, we want to hear from you!

Salary: $45000.00 - $60000.00 per year

Annual Base Salary Commission

Paid Time Off (PTO)

Dental Insurance

Vision Insurance

Hands on Training

Mon-Fri Schedule

Retirement Plan

• Customer Onboarding: Verify policy coverage, check bill accuracy, answer questions, and encourage client feedback by requesting reviews.
• Upselling: Identify opportunities to upsell additional products or coverage that benefit the customer and meet their needs.
• Policy Servicing & Changes: Assist customers with policy changes, updates, and clarifications.
• Underwriting Communication: Collaborate with underwriting teams to address pre- and post-bind issues and provide clients with timely solutions.
• New Policy Validations: Ensure that new policies are correctly validated and all necessary documentation is in place.
• Incoming Call Routing: Manage incoming calls, directing them to the appropriate department or individual based on the customer's needs.
• Executive Assistant Duties: Provide administrative support, including ordering lunch, greeting visitors, and arranging meetings for team members.
• Bad Lead Management: Follow up on and return leads that were not successfully converted, addressing any client concerns and working to re-engage them.
• Responds to all inquiries, cancellation requests, and sales requests within specified timeframe.

• Experience: Minimum of 1-2 years of customer service experience in an office setting, preferably within insurance or financial services
• Property & Casualty and Life & Health licenses in Texas
• Strong Communication Skills: Excellent verbal and written communication skills, with the ability to explain complex topics clearly and professionally.
• Customer-Oriented: A positive, can-do attitude and the ability to build rapport with customers while delivering solutions to meet their needs.
• Problem-Solving Abilities: Strong analytical skills and the ability to think on your feet when resolving customer concerns.
• Detail-Oriented: Accuracy is key, especially when managing policy information, billing details, and communicating with underwriting.
• Tech-Savvy: Comfortable working with CRM software, Microsoft Office Suite, and phone systems.
• Multi-Tasking: Ability to manage multiple tasks simultaneously and efficiently, from policy changes to administrative duties.
• Team Player: A collaborative attitude and the ability to work well with colleagues across departments.