Job Description
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.
Responsibilities
- 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.
- Work towards achieving your Property and Casualty license within 3 months after hire.
Requirements
- 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.
- Ability to take feedback and adapt.
- Great customer service skills.
- Works well with other employees and is a team player with a positive attitude.
Benefits
Evenings Off###Career Growth Opportunities###No Weekends###401K###Hands on Training###Paid Time Off (PTO)###Retirement Plan###Mon-Fri Schedule###