Customer Service Representative

$39,520 - $42,640/Yr

Wind Rose Insurance Agency - Whittier, CA

Full-time - Entry Level

Whittier, CA

About the position

The Customer Service Representative at Wind Rose Insurance Agency plays a crucial role in assisting clients with their property and casualty insurance needs. This position focuses on delivering exceptional customer service, ensuring a positive experience through knowledgeable support and effective communication. The representative will handle inquiries, policy updates, and claims processing while identifying opportunities for cross-selling additional insurance products.

Responsibilities

• Provide exceptional customer service by responding to customer inquiries via phone, email, and in-person regarding property and casualty insurance policies.
• Identify opportunities to cross-sell additional insurance products, such as life, health, or umbrella coverage, based on client needs and agency offerings.
• Assist clients with policy updates, renewals, cancellations, and claims processing, ensuring all requests are handled efficiently.
• Educate customers on coverage options, policy features, and benefits to help them make informed decisions.
• Maintain accurate and up-to-date client information in the agency's management system.
• Collaborate with underwriters and agents to resolve client issues and provide support with complex policy questions.
• Handle billing inquiries, process payments, and assist with premium adjustments.
• Proactively follow up on customer requests and issues, ensuring timely resolution.
• Stay informed about changes in insurance regulations and updates to property and casualty insurance products.
• Uphold the agency's commitment to compliance and ethical standards while protecting customer privacy.

Requirements

• High school diploma or equivalent (Associate's or Bachelor's degree preferred).
• Bilingual - Spanish speaking.
• Previous experience in customer service, preferably within the insurance industry.
• Strong understanding of property and casualty insurance policies.
• Excellent verbal and written communication skills.
• Strong problem-solving abilities and attention to detail.
• Proficiency with customer service software and insurance management systems.
• Ability to work in a fast-paced environment and handle multiple tasks simultaneously.
• Insurance licensing (preferred but not required; agency may provide training).

Benefits

• Health insurance
• On-the-job training
• Professional development assistance