Customer Sales and Service Representative

Job Description

A Farmers Insurance Customer Sales and Service Representative provides customer support by answering inquiries, resolving issues, and managing accounts, while also generating sales by providing quotes, cross-selling products, and asking for referrals. Key responsibilities include handling a variety of customer interactions via phone and email, documenting records, maintaining product knowledge, and meeting sales goals while working in conjunction with Agency Producers.

• Paid Time Off (PTO)
• Dental Insurance
• Vision Insurance
• Life Insurance
• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities

• Meet new business production goals and objectives as established.
• Develop insurance quotes, make sales presentations, and close sales.
• Develop ongoing networking relationships with Real Estate Agents, Mortgage Lenders, Title Companies, Auto Dealers, etc.
• Process customer policy change requests.
• Secure all Trailing Documents from customers.
• Complete Evidence of Insurance requests.
• Develop new Financial Services opportunities.
• Take premium payments from customers.
• Thoroughly understand and follow all underwriting, rating and compliance requirements.
• Maintain knowledge of new products and services.
• Prospecting and generating new business through leads & referral sources.
• Provide exceptional customer service and support.
• Develop and maintain client relationships.
• Working in conjuction with Agency Producers

• Possess an upbeat, positive and enthusiastic attitude.
• Be a great self-starter with a sense of urgency.
• Proficiency to multi-task, follow-thru and follow-up.
• Exceptional Business Writing and Editing Skills.
• Problem-Solving Capabilities.
• Works well with other employees and is a team player with a positive attitude.
• A Property & Casualty insurance license is required.
• A Life & Health Insurance license is required.
• Strong work ethic and leadership skills.