Calendar Management, Customer Relations, Customer Support/Service, Dental Insurance, Detail Oriented, Health Insurance, Health Plan, High School Diploma, Insurance, Microsoft Office, Organizational Skills, Property and Casualty Insurance, Record Keeping, Resolve Customer Issues, Time Management, Underwriting, Vision Plan
- 401(k)
- Competitive salary
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Benefits/Perks
- Competitive Pay
- Professional Development
- Job Stability in a growing industry
- 401(k)
- Health Benefits
Job Description
We are a fast-growing company seeking a personal lines licensed insurance professional and personable Customer Service Representative to round out our wonderful team. In this role, you will be responsible for ensuring that each customer has a positive experience when reaching out to our agency. You will respond promptly to inquiries, maintain accurate records, and generally provide excellent customer service. The ideal candidate has a great attitude, with 2-3 years of experience working for an insurance broker, is detail-oriented, friendly, and familiar with insurance carriers including but not limited to Mercury, Liberty Mutual, Travelers, CA Fair Plan, Aegis, Bamboo and many others. Must have a California or Arizona Property & Casualty insurance license. This is an in-office position so, must be local to Murrieta, Menifee, Temecula and surrounding areas. We are licensed in 11 states with offices in 3 states and growing. Hours Monday to Friday 8 am to 5pm.
Responsibilities
- Answer customer questions via phone, email, and in-person
- Assist clients with new endorsement quotes, updating policies, payments, and other services
- Schedule appointments and maintain calendar
- Maintain detailed records of client interactions
- Review policy coverages and/or underwriting guidelines
- Collaborate with colleagues to provide comprehensive customer service
Qualifications
- Knowledge of insurance carriers (Mercury, Liberty Mutual, Travelers, CA Fair Plan, Aegis, Bamboo and many others)
- Active California or Arizona Property & Casualty Insurance License
- High school diploma/GED required,
- Excellent customer service skills
- Highly organized with strong time management skills
- Familiarity with Microsoft Office and other software applications
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Winchester Insurance Services Inc