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Customer Service Representative

Job in Irvine, Orange County, California, 92713, USA
Listing for: RICHARD TAY INSURANCE AND FINANCIAL
Full Time position Listed on 2026-11-15
Job specializations:
Salary/Wage Range or Industry Benchmark: 42000 - 54000 USD Yearly USD 42000.00 54000.00 YEAR

Job Description & How to Apply Below

Benefits:

401(k)

401(k) matching

Bonus based on performance

Benefits/Perks

Competitive Pay

Professional Development

Job Stability in a growing industry

Job Description

We are seeking a professional and personable Customer Service Representative to join our team. In this role, you will be responsible for ensuring that each customer has a positive experience when reaching out to our agency. You will respond promptly to inquiries, maintain accurate records, and generally provide excellent customer service. The ideal candidate is detail-oriented, friendly, and familiar with insurance products.

Responsibilities

Answer customer questions via phone, email, and in-person

Assist clients with new quotes, updating policies, payments, and other services

Schedule appointments and maintain calendar

Maintain detailed records of client interactions

Review audits and/or policies

Collaborate with colleagues to provide comprehensive customer service

Qualifications

Knowledge of insurance products

High school diploma/GED required, Bachelor’s degree preferred

Excellent customer service skills

Highly organized with strong time management skills

Familiarity with Microsoft Office and other software applications

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