Customer Service Representative - Insurance - San Diego, CA
About the position
Are you searching for a position in Insurance where you can exceed customer service expectations and collaborate with a team? A well-established insurance brokerage located near downtown San Diego is looking to add a personable Customer Service Representative to the team. This office is located near local eating establishments, perfect for lunchtime. If you want to join a reliable team where you can grow, apply now!
Responsibilities
Ā Provide helpful and professional insurance service needs to clients and producers
,
Ā Process binder requests, endorsements, policies, etc.
,
Ā Verify critical information for file documentation: premiums, policy numbers, claims reports, forms, etc.
,
Ā Provide knowledgeable answers to questions about product, pricing, and availability
,
Ā Work with internal departments to meet customer's needs
,
Ā Comfortable with cross-selling
Requirements
Ā P&C license required
,
Ā 1+ years of Commercial Lines Insurance experience in a retail brokerage setting
,
Ā Proficiency in Salesforce
,
Ā In-depth knowledge of various insurance coverages, products, and agency procedures
Nice-to-haves
Benefits
Ā Dental insurance
,
Ā Flexible schedule
,
Ā Health insurance
,
Ā Paid time off
,
Ā Vision insurance
,
Ā Work from home
Apply Now
Are you searching for a position in Insurance where you can exceed customer service expectations and collaborate with a team? A well-established insurance brokerage located near downtown San Diego is looking to add a personable Customer Service Representative to the team. This office is located near local eating establishments, perfect for lunchtime. If you want to join a reliable team where you can grow, apply now!
Responsibilities
Ā Provide helpful and professional insurance service needs to clients and producers
,
Ā Process binder requests, endorsements, policies, etc.
,
Ā Verify critical information for file documentation: premiums, policy numbers, claims reports, forms, etc.
,
Ā Provide knowledgeable answers to questions about product, pricing, and availability
,
Ā Work with internal departments to meet customer's needs
,
Ā Comfortable with cross-selling
Requirements
Ā P&C license required
,
Ā 1+ years of Commercial Lines Insurance experience in a retail brokerage setting
,
Ā Proficiency in Salesforce
,
Ā In-depth knowledge of various insurance coverages, products, and agency procedures
Nice-to-haves
Benefits
Ā Dental insurance
,
Ā Flexible schedule
,
Ā Health insurance
,
Ā Paid time off
,
Ā Vision insurance
,
Ā Work from home
Apply Now