Customer Services and Sales Rep

Customer Services and Sales Rep. role at Farmers Insurance District 56

Agency

Location:

Rancho Bernardo, San Diego County

Customer Service and Sales Representatives (CSSR) work to maximize positive customer experiences by responding to customer inquiries or complaints regarding the company's products or services. They communicate with internal and external customers about basic underwriting guidelines, policies, and marketing initiatives to service customer accounts. CSSRs analyze, clarify, and resolve policy and account-related questions. The position offers opportunity for retention and agency growth through cross-selling multiple lines, generating greater retention within the agency as well as new business growth.

Responsibilities
CORE JOB DUTIES INCLUDE (BUT ARE NOT LIMITED TO):

• Licensed in Property & Casualty
• Determine customer requirements and expectations to help the customer identify specific products and solutions
• Solicit, sell and negotiate new business policies
• Review renewal business and identify appropriate follow-up action based on degree of change
• Cross-sell/up-sell products to existing customers
• Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken
• Assist with the annual review process by contacting customers and preparing personalized customer coverage recommendations based on customers’ needs
• Perform risk analysis and underwriting
• Client/Claims liaison
• Refer unresolved customer grievances or complex customer interactions to senior team member
• Implement/adhere to company and Agency guidelines
• General customer service duties as presented
• Performs other duties as assigned

Requirements

Qualifications
The Ideal Customer Service Professional Will Have:

• Currently licensed (or ability to reinstate) Property and Casualty Insurance, CA state
• Prior insurance experience
• Strong organization, time management and follow-through skills
• Good computer skills including the ability to quickly learn new systems
• High level of accuracy and attention to detail
• Positive attitude and genuine desire to help clients
• Work well independently and in a team environment
• Dependable and available to work normal business hours

Benefits

• Hourly Base Salary + Bonus Opportunities
• Paid Time Off (PTO)
• Mon-Fri Schedule
• Career Growth Opportunities
• Evenings Off

Company Description

Todd Faerber Farmers Insurance Agency is a dynamic and professional team dedicated to safeguarding futures. We empower clients with expert insurance solutions, fostering a vibrant, supportive culture where proactive growth and excellence are celebrated. Join us to drive impact and build a rewarding career!