Posted: Sep 22, 2021

Customer Service & Sales Representative

Full-time
Salary: $15.00 - $19.00 Hourly
Application Deadline: N/A
Finance & Insurance

 Customer Service & Sales Representatives ★★★★(CSSR) ★★★★

Insurance & Financial Services

210921

Are you interested in making a tremendous difference in people’s lives, being in a very secure industry, and earning a very good income?

  • Employment type: full-time or part-time (25 hr/wk), some flexible hours.
  • Compensation: starting wage; plus (additional) commissions, many bonuses and growth opportunities.
  • Requires in-office work, though some may be in-field or virtual according to business priorities.
  • The agency is a separate entity from the corporation.

SUMMARY

Customer Service and Sales Representatives (CSSR) work to maximize positive customer experiences by responding to customer inquiries or complaints regarding the company's products or services. They will communicate with internal and external customers about basic underwriting guidelines, policies, and marketing initiatives to service customer accounts. 

Additionally, Customer Service and Sales Representatives will analyze, clarify, and resolve policy and account-related questions. The position of the Customer Service and Sales Representative offers not only the opportunity for retention but agency growth through the expansion of a household by means of cross-selling multiple lines. This action will generate greater retention within the agency as well as new business growth.

CORE JOB DUTIES INCLUDE (BUT ARE NOT LIMITED TO):

  • - Become insurance licensed in "Property & Casualty" and "Life" (required)
  • - Determine customer requirements and expectations in order to help the customer identify specific products and solutions
  • - Solicit, sell and negotiate new business policies
  • - Review renewal business and identify appropriate follow-up action based on degree of change
  • - 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 the annual review process by contacting customers and preparing personalized customer coverage recommendations based on customers' needs
  • - Perform risk analysis and underwriting
  • - Client/Claims liaison
  • - Refer unresolved customer grievances or complex customer interactions to senior team member
  • - Monitor calling activity and production for agency marketers
  • - Implement/adhere to company and Agency guidelines
  • - General customer service duties as presented
  • - Performs other duties as assigned

CORE COMPETENCIES

  • - Business Results: Able to meet individual performance metrics and goals.
  • - Multi-tasking: Able to successfully juggle multiple priorities at any given time.
  • - Attention to Detail: Maintain accurate and descriptive accounts of all customer interactions.
  • - Communication: Possess outstanding written and verbal communication skills.
  • - Job Knowledge: Understand basic product, billing, underwriting, and processing guidelines.
  • - Teamwork: Accept feedback when offered and work well with others.
  • - Problem solving: Able to research and identify timely solutions to customer-related problems.

PHYSICAL ENVIRONMENT

  • - Required job duties are normally performed in a climate-controlled office environment.

PREFERRED SKILLS AND ABILITIES

  • - Four-year college degree highly preferred. High school diploma or equivalent required. Previous customer service experience is highly preferred. 
  • - Ideal candidate will have basic PC skills, basic math skills, strong analytical capability, conflict resolution skills, the ability to multitask, bilingual, and strong verbal and written communication skills.

OTHER DETAILS

Note: This position may require having the flexibility to work nonstandard hours/shifts and having the ability to adhere to a structured schedule.

This position may start as part-time before becoming full-time depending on candidate and agency discussion.

***NEXT ACTION

~~~Interested Candidates (read carefully)~~~

If interested the following is REQUIRED (else submission will be filtered out):

  • - Send email to [email protected]
  • - SUBJECT: "CSSR Candidate:" and your Last Name, First Name,
    (example: “CSSR Candidate: Washington, George”)
  • - BODY (main section, text only)
    • -- Part 1, Title “COVER LETTER" and briefly describe specifically why you are a good candidate for the position (Max size equal to ½ page)
    • -- Part 2, Title “RESUME” and paste your including your primary contact info: (phone, email, address). The format has low importance as long as it is readable.
  • ***No attachments please

COVID-19 considerations:

We use CDC and County guidelines to provide a safe environment (e.g. everyone is screened for temperature, blood-oxygen, and pulse; masks are required, hand sanitizer in multiple locations, limited transfer of physical items)

 

Badiner Insurance & Financial Services Agency

5950 La Place Ct #215-B, Carlsbad, CA 92008

Tel: 760-203-4567



How To Apply:

If interested the following is REQUIRED (else submission will be filtered out):

  • - Send email to [email protected]
  • - SUBJECT: "CSSR Candidate:" and your Last Name, First Name,
    (example: “CSSR Candidate: Washington, George”)
  • - BODY (main section, text only)
    • -- Part 1, Title “COVER LETTER" and briefly describe specifically why you are a good candidate for the position (Max size equal to ½ page)
    • -- Part 2, Title “RESUME” and paste your including your primary contact info: (phone, email, address). The format has low importance as long as it is readable.
  • ***No attachments please