Customer Service Representative
RICHARD TAY INSURANCE AND FINANCIAL
Irvine, CA 92604, USA
6/14/2022
Full Time
Job Description
Job DescriptionBenefits/Perks
- Competitive Pay
- Professional Development
- Job Stability in a growing industry
Job Description
We are seeking a professional and personable Customer Service Representative to join our team. In this role, you will be responsible for ensuring that each customer has a positive experience when reaching out to our agency. You will respond promptly to inquiries, maintain accurate records, and generally provide excellent customer service. The ideal candidate is detail-oriented, friendly, and familiar with insurance products.
Responsibilities
- Answer customer questions via phone, email, and in-person
- Assist clients with new quotes, updating policies, payments, and other services
- Schedule appointments and maintain calendar
- Maintain detailed records of client interactions
- Review audits and/or policies
- Collaborate with colleagues to provide comprehensive customer service
Qualifications
- Knowledge of insurance products
- High school diploma/GED required, Bachelor’s degree preferred
- Excellent customer service skills
- Highly organized with strong time management skills
- Familiarity with Microsoft Office and other software applications