Farmers Insurance Customer Service Manager

Job Description

Are you looking to grow? So are we! Matthew Capbarat Agency, Farmers Insurance in Walnut Creek, California, is looking for an enthusiastic, customer-driven, and knowledgeable person to join our team as a Full-Time Customer Success Manager
. In this role you will provide exceptional customer service to our customers, addressing all of their queries. Your positive attitude, rapport-building, and desire to help may make you the perfect fit for this role. We pride ourselves on our top-notch customer service and are looking for someone who has the skills to deliver an amazing experience. If you are ready to make a change in your life and are looking to join a company that cares about both our customers and you,

• Paid Time Off (PTO)
• Career Growth Opportunities
• Health Insurance

• Assess and identify the wants and needs of our clients over the phone and via email.
• Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve problems.
• Guide clients through the onboarding process to ensure smooth adoption and understanding of our products.
• Collaborate with sales, underwriting, and product teams to ensure client needs are met and feedback is shared.
• Maintain detailed customer records and communication logs in the CRM system.
• Present and explain insurance policy options based upon prospective client needs and their personal goals.
• Maintain knowledge of new products and services by reviewing all underwriting, rating and compliance requirements.

• 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.
• Strong work ethic and leadership skills.
• Strong communication skills, both oral and written.