Customer Service Specialist

Job Description

Connally Insurance is a local Farmers Agency in Monterey, California, and our team is growing! We are looking to add a friendly, experienced office professional to join our team. In this Full-Time position, you will be responsible for answering customer questions, managing projects and confidently helping our clients.

We are a dedicated and driven team with a focus on providing each of our customers with amazing customer service. If you are looking for a new opportunity to grow, this may be the role for you. Your positive attitude and knowledge of products and services will make you an amazing asset to our customers.

• Evenings Off
• Career Growth Opportunities
• No Weekends
• 401K
• Hands on Training
• Paid Time Off (PTO)
• Retirement Plan
• Mon-Fri Schedule

• Answer incoming phone calls in a friendly manner.
• Process customer policy change requests.
• Document each customer contact in our client management system.
• Greet all customers, entering the office, in a friendly and helpful manner.
• Take premium payments from customers.
• Provide exceptional customer service and support.
• Develop and maintain client relationships.
• Remind clients about bills that are coming due.
• Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.
• Assess and identify the wants and needs of your customer(s) over the phone.

• Possess an upbeat, positive attitude.
• Be a great self-starter with a sense of urgency.
• Excellent communication/interpersonal skills.
• Must have ability to multi-task.
• Professional phone etiquette.
• Exceptional business writing and editing skills.
• Great customer service skills.
• Works well with other employees and is a team player with a positive attitude.