Farmers Insurance Agent is seeking an outgoing, career-oriented professional to join their team. As a Farmers Insurance team member, you will build and develop customer relationships within the community to promote Farmers products including auto, home, umbrella, business, and life insurance.
As a CSR with Farmers Insurance, you're responsible for working closely with the agent to service customers and help grow the agency. You'll provide assistance with everything from policy administration to renewal preparation, cross-selling and marketing.
In addition, you will work under the direction of the Agency Owner learning to quote, and bind coverage to help customers manage their unique insurance and financial needs. For the right individual, there is tremendous opportunity for career advancement.
Tasks include but not limited to:
-Setting up appointments with existing clients
-Telemarketing businesses to schedule appointments for Agent or Agency Producer
-Cross-sells all products at every opportunity through pivoting.
-Reviews cancellation and renewal lists on a weekly basis to ensure high level of retention and profitability. Makes calls and sends letters when appropriate on cancellations and renewal changes.
-Answering phones and managing existing client base
-Processing changes to insurance policies
-Setting up Quotes for the Agent or Agency Producer
- Handling Claims when clients call in to report an accident or incident
-Handling customer service alerts, such as bill payments and missing documents
- Always ask for referrals and thank customers for their business
Operate Cash Register
Identify Customer Need
Resolve Customer Issue