Insurance Customer Service Representative (Bilingual)
Palma Farmers Insurance Agency - Spring, TX

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JOB TITLE: Insurance Customer Service Representative

SUPERVISOR: Office Manager

1. JOB SUMMARY:

Support sales goals of the agency or specialist department as communicated from the agent to meet long-term and sort-term goals for agency growth. This includes new business, cross-sell opportunities, customer service retention, and profit goals.

2. JOB TASKS AND RESPONSIBILITIES REGULARLY PERFORMED:

  • Cross-sells all products at every opportunity through pivoting.
  • Aids in preparing annual review appointments for the account executives in his/her specialist field.
  • Continually follow-up on X dates and set new prospect appointments.
  • Utilize the eCMS system on a continual basis to update policy and database information.
  • Coordinates thank you/welcome letters for new households on a continual basis.
  • 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.
  • Sets up and maintains files on all new business accounts for their specialist field.
  • Always ask for referrals and thank customers for their business.
  • Share responsibilities of answering the phone.
  • Manage dashboard activities such as my alerts, marketing postcards/letters, and ACAR telephone follow-up.
  • Distribute to new prospects an Area of Concern worksheet prior to meeting with the agent.

3. SKILLS AND QUALITIES: Bilingual in Spanish.

  • Communication Skills
  • Customer Service Skills
  • Computer Skills
  • Sales Experience preferred, but not required

4. JOB QUALIFICATIONS:

a. Education background:
High School or equivalent

b. Experience: 1 year minimum

c. Special training:
Computer, Typewriter, office equipment, etc.

d. Physical requirements:
Lift between 10 to 15 Lbs

5. SUPERVISION: none

6. WORKING CONDITIONS:

Work inside making many duties like cold calls and use of computer.
Work Outside Walking,standing up for long periods of time in any weather.

Work hours: Minimum 30 hours
Days off per week: 2

7. SALARY AND BENEFITS:
Minimum Wage, bonuses plus benefits


Indeed - 7 months ago - save job - block
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