Customer Service Representative
Archer Insurance, a Farmers Insurance agency, is growing and we are looking to add another Customer Service Representative to our team. Farmers Insurance is a nationally recognized and trusted insurance provider. Our agency currently ranks number one amongst the new agencies in our region! If you have a passion for helping others and are driven to succeed, then you might be the person that we are looking for!
Responsibilities:
- Cross-sells all products at every opportunity through pivoting.
- Aids in preparing annual review appointments for the account executives in his/her specialist field.
- Continually follow-up on X dates and set new prospect appointments.
- Utilize the system on a continual basis to update policy and database information.
- Coordinates thank you/welcome letters for new households on a continual basis.
- Reviews cancellation and renewal lists on a weekly basis to ensure high level of retention and profitability. Makes calls and sends letters when appropriate on cancellations and renewal changes.
- Sets up and maintains files on all new business accounts for their specialist field.
- Always ask for referrals and thank customers for their business.
- Share responsibilities of answering the phone.
- Manage dashboard activities such as my alerts, marketing postcards/letters, and ACAR telephone follow-up.
- Distribute to new prospects an Area of Concern worksheet prior to meeting with the agent.
Qualifications
- The ideal candidate must have basic knowledge of Microsoft Outlook and Excel, possess exceptional phone skills, the ability to lead a conversation, exemplary customer service skills, and have a strong and self-motivated personality with a never give up attitude.