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Customer Service Representative-Call Center
The Customer Service Representative (“CSR”) is part of the first response team for inbound customer phone calls. The team is responsible for delivering service in a courteous, professional, and efficient manner. Interact with customers and insurance agents to discuss Errors and Omissions insurance. Perform administrative tasks and maintain client documentation. The ideal CSR is friendly, upbeat, professional, and dependable.
Orange, CA
Requirements
- Must become a licensed Property & Casualty
Insurance Agent within 90 days of hire including passing the state of
California’s extensive background investigation.
- Exceptional listening skills with the ability to handle
difficult and detailed inbound/outbound calls.
- Excellent computer skills including Microsoft Excel,
Word, Outlook.
- Ability to multi-task between various software
programs.
- Problem solving and problem resolutions skills.
- Excellent typing skills to type complete, accurate and
thorough notes in customer files.
- Communicate and write clearly and in a professional
manner with all levels of employees and customers (telephone, email,
online chat and in person).
- Must be able to work quickly and efficiently.
- Excellent organization skills with the ability to work
as a team and independently.
- Some call center experience desired.
- Customer service experience desired.
- High School diploma/GED.
Essential Duties
- Support incoming calls, emails, and
online chats from customers.
- Handle basic coverage questions, assist with
enrollment, premium inquiries, and cancellation requests.
- Respond to questions and requests from clients/customers/agents
quickly and accurately.
- Record details of all customer interactions including
requests, inquiries, comments, complaints and then record details of
actions taken.
- Retrieving and responding to voicemail and emails.
- Occasional outbound call campaigns.
Benefits
Our Company offers full time employees a benefit package that includes 401k plan, employee stock purchase plan, medical, dental, vision and other voluntary products. CalSurance Associates pays for insurance licensing and related continuing education credits for our teammates. We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.
If you are interested on this position, please send your CV to jobs@calsurance.com
